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iShares Core S&P Mid-Cap ETF

2,630 hedge funds and large institutions have $85.5B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,092 increasing their positions, 1,029 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
381
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.3M
Puts
$9.52M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2501
Strive Financial Group
Indiana
$71K
OAJ
2502
Ogorek Anthony Joseph
New York
$71K
CMP
2503
Coston McIsaac & Partners
Maine
$69K
BHWM
2504
Beaird Harris Wealth Management
Texas
$66.6K
TAR
2505
Trask Adam Roland
$66.2K
SRCM
2506
Signature Resources Capital Management
California
$66K
TC
2507
Trust Company
Kansas
$65.5K
IWM
2508
IMG Wealth Management
Florida
$64.7K
DWS
2509
Dynamic Wealth Strategies
California
$64.2K
FWA
2510
Flagship Wealth Advisors
Massachusetts
$63.9K
BA
2511
Ballast Advisors
Minnesota
$63K
BIM
2512
Breakwater Investment Management
Washington
$60.4K
TCM
2513
Triumph Capital Management
Colorado
$57.2K
SEP
2514
Signature Equity Partners
Ohio
$56.9K
TWD
2515
True Wealth Design
Ohio
$56.9K
HR
2516
Howe & Rusling
New York
$55.1K
POIA
2517
Pin Oak Investment Advisors
Texas
$55K
PFO
2518
Pioneer Family Office
Florida
$53.1K
RF
2519
Roxbury Financial
New Jersey
$52.8K
APW
2520
Aventura Private Wealth
Florida
$52.7K
AW
2521
Ankerstar Wealth
Texas
$51K
MSWA
2522
Marshall & Sterling Wealth Advisors
New York
$50.6K
CPL
2523
Capital & Planning LLC
Georgia
$49K
MWPCG
2524
Measured Wealth Private Client Group
New Hampshire
$48.6K
TWM
2525
Tripletail Wealth Management
Florida
$48.4K