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iShares Core S&P Mid-Cap ETF

2,595 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 1,078 increasing their positions, 905 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more funds holding in top 10

Funds holding in top 10: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.9M
Puts
$10.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
2301
Foundry Financial Group
New Hampshire
$225K
WF
2302
WealthPoint Financial
North Carolina
$223K
MHR
2303
Matthew Hamilton Rosenberg
$223K
WCAMG
2304
Woodard & Company Asset Management Group
North Carolina
$223K
PHAM
2305
Palisades Hudson Asset Management
Florida
$223K
AMIM
2306
Aull & Monroe Investment Management
Alabama
$223K
LFGO
2307
Legacy Financial Group (Oklahoma)
Oklahoma
$222K
FWM
2308
Focused Wealth Management
New York
$222K
GWA
2309
Gutierrez Wealth Advisory
Arkansas
$222K
PFA
2310
Pathway Financial Advisors
Vermont
$221K
FVCM
2311
F&V Capital Management
Florida
$221K
WA
2312
Wealth Architects
California
$220K
SFP
2313
Strategic Financial Planning
Texas
$220K
FWM
2314
Foguth Wealth Management
Michigan
$220K
TAM
2315
TCP Asset Management
Ohio
$219K
GRA
2316
Golden Road Advisors
Florida
$219K
FFA
2317
Frazier Financial Advisors
Ohio
$218K
LWP
2318
LeClair Wealth Partners
Ohio
$218K
OC
2319
Opal Capital
Florida
$218K
LCM
2320
Lazari Capital Management
California
$218K
RYIA
2321
Roehl & Yi Investment Advisors
Oregon
$218K
BBFA
2322
Brindle & Bay Financial Advisors
Texas
$218K
WSWA
2323
Warren Street Wealth Advisors
California
$217K
ACM
2324
Aspen Capital Management
Idaho
$216K
FFO
2325
Fiduciary Family Office
Florida
$216K