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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
HIG
2376
Heritage Investment Group
Florida
$208K
RAM
2377
Riggs Asset Management
Pennsylvania
$208K
S
2378
Storgate
Texas
$208K
BWFA
2379
Baltimore-Washington Financial Advisors
Maryland
$208K
NEWAS
2380
N.E.W. Advisory Services
Wisconsin
$208K
HFS
2381
Heritage Financial Services
Massachusetts
$207K
AGP
2382
Aspire Growth Partners
Florida
$207K
VP
2383
Verum Partners
North Carolina
$207K
SCA
2384
Southern Capital Advisors
Tennessee
$206K
TH
2385
Team Hewins
California
$204K
WBG
2386
Wharton Business Group
Pennsylvania
$203K
WIC
2387
Wilkins Investment Counsel
Massachusetts
$203K
MWM
2388
Mattern Wealth Management
Kansas
$203K
IIM
2389
InTrack Investment Management
Vermont
$203K
KWM
2390
Kassira Wealth Management
Tennessee
$203K
SO
2391
Sierra Ocean
California
$202K
Schroder Investment Management Group
2392
Schroder Investment Management Group
United Kingdom
$201K
NWAG
2393
Net Worth Advisory Group
Utah
$201K
IIM
2394
IFC & Insurance Marketing
California
$201K
MA
2395
MJP Associates
Connecticut
$201K
CAP
2396
Columbia Advisory Partners
Washington
$200K
BFG
2397
Beacon Financial Group
Texas
$200K
VDBMI
2398
Van Den Berg Management I
Texas
$199K
OL
2399
one8zero8 LLC
North Carolina
$197K
LC
2400
Lavaca Capital
Texas
$196K