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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
BFG
2376
Beacon Financial Group
Texas
$200K
VDBMI
2377
Van Den Berg Management I
Texas
$199K
OL
2378
one8zero8 LLC
North Carolina
$197K
LC
2379
Lavaca Capital
Texas
$196K
SA
2380
Seneschal Advisors
Washington
$195K
GTAM
2381
Global Trust Asset Management
Florida
$191K
CTWM
2382
Cherry Tree Wealth Management
Minnesota
$189K
OCM
2383
Osbon Capital Management
Massachusetts
$186K
PWMG
2384
Prestige Wealth Management Group
New Jersey
$185K
EWM
2385
Evolution Wealth Management
Florida
$185K
AF
2386
Abound Financial
California
$182K
RIL
2387
Rothschild Investment LLC
Illinois
$180K
EAM
2388
Eukles Asset Management
Ohio
$177K
TM
2389
Torren Management
California
$175K
CWP
2390
Concord Wealth Partners
Virginia
$175K
MAM
2391
Marquette Asset Management
Minnesota
$167K
SC
2392
Steph & Co
Wisconsin
$166K
PWM
2393
Provident Wealth Management
Tennessee
$166K
AGWCA
2394
Annis Gardner Whiting Capital Advisors
Florida
$166K
JGIA
2395
Jackson Grant Investment Advisers
Connecticut
$165K
RA
2396
Ransom Advisory
Rhode Island
$164K
AWA
2397
Acumen Wealth Advisors
Tennessee
$163K
PCTC
2398
Perkins Coie Trust Company
Washington
$162K
W
2399
WealthCollab
Washington
$160K
MFP
2400
Meramec Financial Planners
Missouri
$159K