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iShares Core S&P Mid-Cap ETF

2,630 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 297 funds opening new positions, 1,085 increasing their positions, 912 reducing their positions, and 64 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:

7% more funds holding in top 10

Funds holding in top 10: 338363 (+25)

1.74% more ownership

Funds ownership: 78.76%80.5% (+1.7%)

4% more capital invested

Capital invested by funds: $79.2B → $82.4B (+$3.28B)

Holders
2,630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
363
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
2326
Foundry Financial Group
New Hampshire
$225K
WF
2327
WealthPoint Financial
North Carolina
$223K
MHR
2328
Matthew Hamilton Rosenberg
$223K
WCAMG
2329
Woodard & Company Asset Management Group
North Carolina
$223K
PHAM
2330
Palisades Hudson Asset Management
Florida
$223K
AMIM
2331
Aull & Monroe Investment Management
Alabama
$223K
LFGO
2332
Legacy Financial Group (Oklahoma)
Oklahoma
$222K
FWM
2333
Focused Wealth Management
New York
$222K
GWA
2334
Gutierrez Wealth Advisory
Arkansas
$222K
PFA
2335
Pathway Financial Advisors
Vermont
$221K
FVCM
2336
F&V Capital Management
Florida
$221K
WA
2337
Wealth Architects
California
$220K
SFP
2338
Strategic Financial Planning
Texas
$220K
FWM
2339
Foguth Wealth Management
Michigan
$220K
TAM
2340
TCP Asset Management
Ohio
$219K
GRA
2341
Golden Road Advisors
Florida
$219K
FFA
2342
Frazier Financial Advisors
Ohio
$218K
LWP
2343
LeClair Wealth Partners
Ohio
$218K
OC
2344
Opal Capital
Florida
$218K
LCM
2345
Lazari Capital Management
California
$218K
RYIA
2346
Roehl & Yi Investment Advisors
Oregon
$218K
BBFA
2347
Brindle & Bay Financial Advisors
Texas
$218K
WSWA
2348
Warren Street Wealth Advisors
California
$217K
TIM
2349
Thor Investment Management
Ohio
$217K
ACM
2350
Aspen Capital Management
Idaho
$216K