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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $81.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,073 increasing their positions, 902 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.03% more ownership

Funds ownership: 78.69%79.72% (+1%)

3% more capital invested

Capital invested by funds: $79.1B → $81.7B (+$2.56B)

Holders
2,577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
SFG
2451
Strive Financial Group
Indiana
$69.8K
RFA
2452
Register Financial Advisors
Georgia
$69.1K
OAJ
2453
Ogorek Anthony Joseph
New York
$69K
CMP
2454
Coston McIsaac & Partners
Maine
$68K
FWA
2455
Flagship Wealth Advisors
Massachusetts
$68K
TAM
2456
Tucker Asset Management
Colorado
$67.5K
BHWM
2457
Beaird Harris Wealth Management
Texas
$67.1K
HPWM
2458
High Point Wealth Management
New Jersey
$66K
SEP
2459
Signature Equity Partners
Ohio
$65.1K
TC
2460
Trust Company
Kansas
$64K
EPAM
2461
Evelyn Partners Asset Management
$63.4K
DWS
2462
Dynamic Wealth Strategies
California
$62.7K
BA
2463
Ballast Advisors
Minnesota
$62K
ACA
2464
Atlas Capital Advisors
Wyoming
$61.7K
BIM
2465
Breakwater Investment Management
Washington
$59K
POIA
2466
Pin Oak Investment Advisors
Texas
$58K
KFG
2467
Kingdom Financial Group
Arizona
$55.4K
GK
2468
Graney & King
New York
$54.3K
RCM
2469
Raleigh Capital Management
North Carolina
$53.2K
MPW
2470
MASECO Private Wealth
$52.2K
RF
2471
Roxbury Financial
New Jersey
$51.5K
APW
2472
Aventura Private Wealth
Florida
$51.5K
AW
2473
Ankerstar Wealth
Texas
$49.8K
CIA
2474
Cape Investment Advisory
Georgia
$49.5K
SWIM
2475
Smallwood Wealth Investment Management
New Jersey
$49.5K