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iShares Core S&P Mid-Cap ETF

2,602 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 282 funds opening new positions, 1,080 increasing their positions, 906 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: 338354 (+16)

1.56% more ownership

Funds ownership: 78.71%80.26% (+1.6%)

4% more capital invested

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

Holders
2,602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
354
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
RYIA
2326
Roehl & Yi Investment Advisors
Oregon
$218K
BBFA
2327
Brindle & Bay Financial Advisors
Texas
$218K
WSWA
2328
Warren Street Wealth Advisors
California
$217K
ACM
2329
Aspen Capital Management
Idaho
$216K
FFO
2330
Fiduciary Family Office
Florida
$216K
5NPW
2331
55 North Private Wealth
Florida
$216K
STCOSD
2332
Sageworth Trust Company of South Dakota
South Dakota
$216K
SN
2333
Sittner & Nelson
Oregon
$215K
CWP
2334
Cyndeo Wealth Partners
Florida
$215K
IC
2335
Inscription Capital
Texas
$214K
MWA
2336
Monograph Wealth Advisors
California
$213K
ALWM
2337
Andrews Lucia Wealth Management
California
$213K
CCM
2338
Cannon Capital Management
Utah
$212K
SW
2339
SteelPeak Wealth
California
$212K
AC
2340
Asio Capital
Kentucky
$212K
QLSGSCF
2341
Quent Long Short Global Small Cap Fund
New York
$212K
QC
2342
Quent Capital
New York
$212K
FDS
2343
Freedom Day Solutions
Texas
$212K
CA
2344
Cornerstone Advisory
Maryland
$211K
BWP
2345
Baldwin Wealth Partners
Massachusetts
$211K
DP
2346
Denver PWM
Colorado
$211K
Wealthfront Advisers
2347
Wealthfront Advisers
California
$210K
MBC
2348
Michael Brady & Co
Ohio
$210K
VC
2349
Veracity Capital
Georgia
$210K
TWM
2350
Triton Wealth Management
Arizona
$210K