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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
GTAM
2376
Global Trust Asset Management
Florida
$191K
CTWM
2377
Cherry Tree Wealth Management
Minnesota
$189K
OCM
2378
Osbon Capital Management
Massachusetts
$186K
PWMG
2379
Prestige Wealth Management Group
New Jersey
$185K
EWM
2380
Evolution Wealth Management
Florida
$185K
AF
2381
Abound Financial
California
$182K
RIL
2382
Rothschild Investment LLC
Illinois
$180K
EAM
2383
Eukles Asset Management
Ohio
$177K
TM
2384
Torren Management
California
$175K
CWP
2385
Concord Wealth Partners
Virginia
$175K
MAM
2386
Marquette Asset Management
Minnesota
$167K
SC
2387
Steph & Co
Wisconsin
$166K
PWM
2388
Provident Wealth Management
Tennessee
$166K
AGWCA
2389
Annis Gardner Whiting Capital Advisors
Florida
$166K
JGIA
2390
Jackson Grant Investment Advisers
Connecticut
$165K
RA
2391
Ransom Advisory
Rhode Island
$164K
AWA
2392
Acumen Wealth Advisors
Tennessee
$163K
PCTC
2393
Perkins Coie Trust Company
Washington
$162K
W
2394
WealthCollab
Washington
$160K
MFP
2395
Meramec Financial Planners
Missouri
$159K
SA
2396
SRH Advisors
Kansas
$159K
BC
2397
Barrett & Company
Rhode Island
$157K
RAM
2398
Ramirez Asset Management
New York
$157K
RBC
2399
Roble Belko & Company
Pennsylvania
$154K
CPG
2400
Cornerstone Planning Group
New Jersey
$154K