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iShares Core S&P Mid-Cap ETF

2,619 hedge funds and large institutions have $82.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 1,083 increasing their positions, 910 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:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
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
GWA
2326
Gutierrez Wealth Advisory
Arkansas
$222K
PFA
2327
Pathway Financial Advisors
Vermont
$221K
FVCM
2328
F&V Capital Management
Florida
$221K
WA
2329
Wealth Architects
California
$220K
SFP
2330
Strategic Financial Planning
Texas
$220K
FWM
2331
Foguth Wealth Management
Michigan
$220K
TAM
2332
TCP Asset Management
Ohio
$219K
GRA
2333
Golden Road Advisors
Florida
$219K
FFA
2334
Frazier Financial Advisors
Ohio
$218K
LWP
2335
LeClair Wealth Partners
Ohio
$218K
OC
2336
Opal Capital
Florida
$218K
LCM
2337
Lazari Capital Management
California
$218K
RYIA
2338
Roehl & Yi Investment Advisors
Oregon
$218K
BBFA
2339
Brindle & Bay Financial Advisors
Texas
$218K
WSWA
2340
Warren Street Wealth Advisors
California
$217K
ACM
2341
Aspen Capital Management
Idaho
$216K
FFO
2342
Fiduciary Family Office
Florida
$216K
5NPW
2343
55 North Private Wealth
Florida
$216K
STCOSD
2344
Sageworth Trust Company of South Dakota
South Dakota
$216K
SN
2345
Sittner & Nelson
Oregon
$215K
CWP
2346
Cyndeo Wealth Partners
Florida
$215K
IC
2347
Inscription Capital
Texas
$214K
MWA
2348
Monograph Wealth Advisors
California
$213K
ALWM
2349
Andrews Lucia Wealth Management
California
$213K
CCM
2350
Cannon Capital Management
Utah
$212K