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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
SA
2401
Seneschal Advisors
Washington
$195K
GTAM
2402
Global Trust Asset Management
Florida
$191K
CTWM
2403
Cherry Tree Wealth Management
Minnesota
$189K
OCM
2404
Osbon Capital Management
Massachusetts
$186K
PWMG
2405
Prestige Wealth Management Group
New Jersey
$185K
EWM
2406
Evolution Wealth Management
Florida
$185K
AF
2407
Abound Financial
California
$182K
RIL
2408
Rothschild Investment LLC
Illinois
$180K
EAM
2409
Eukles Asset Management
Ohio
$177K
TM
2410
Torren Management
California
$175K
CWP
2411
Concord Wealth Partners
Virginia
$175K
MAM
2412
Marquette Asset Management
Minnesota
$167K
SC
2413
Steph & Co
Wisconsin
$166K
PWM
2414
Provident Wealth Management
Tennessee
$166K
AGWCA
2415
Annis Gardner Whiting Capital Advisors
Florida
$166K
JGIA
2416
Jackson Grant Investment Advisers
Connecticut
$165K
RA
2417
Ransom Advisory
Rhode Island
$164K
AWA
2418
Acumen Wealth Advisors
Tennessee
$163K
PCTC
2419
Perkins Coie Trust Company
Washington
$162K
W
2420
WealthCollab
Washington
$160K
MFP
2421
Meramec Financial Planners
Missouri
$159K
SA
2422
SRH Advisors
Kansas
$159K
BC
2423
Barrett & Company
Rhode Island
$157K
RAM
2424
Ramirez Asset Management
New York
$157K
RBC
2425
Roble Belko & Company
Pennsylvania
$154K