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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
HIG
2351
Heritage Investment Group
Florida
$208K
S
2352
Storgate
Texas
$208K
BWFA
2353
Baltimore-Washington Financial Advisors
Maryland
$208K
NEWAS
2354
N.E.W. Advisory Services
Wisconsin
$208K
HFS
2355
Heritage Financial Services
Massachusetts
$207K
AGP
2356
Aspire Growth Partners
Florida
$207K
VP
2357
Verum Partners
North Carolina
$207K
SCA
2358
Southern Capital Advisors
Tennessee
$206K
TH
2359
Team Hewins
California
$204K
WIC
2360
Wilkins Investment Counsel
Massachusetts
$203K
WBG
2361
Wharton Business Group
Pennsylvania
$203K
MWM
2362
Mattern Wealth Management
Kansas
$203K
IIM
2363
InTrack Investment Management
Vermont
$203K
KWM
2364
Kassira Wealth Management
Tennessee
$203K
SO
2365
Sierra Ocean
California
$202K
Schroder Investment Management Group
2366
Schroder Investment Management Group
United Kingdom
$201K
NWAG
2367
Net Worth Advisory Group
Utah
$201K
IIM
2368
IFC & Insurance Marketing
California
$201K
MA
2369
MJP Associates
Connecticut
$201K
CAP
2370
Columbia Advisory Partners
Washington
$200K
BFG
2371
Beacon Financial Group
Texas
$200K
VDBMI
2372
Van Den Berg Management I
Texas
$199K
OL
2373
one8zero8 LLC
North Carolina
$197K
LC
2374
Lavaca Capital
Texas
$196K
SA
2375
Seneschal Advisors
Washington
$195K