We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,639 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, 1,096 increasing their positions, 1,033 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
383
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
SFS
2501
Sunrise Financial Services
Washington
$80.4K
BIA
2502
Bell Investment Advisors
California
$80.1K
BWA
2503
Basecamp Wealth Advisors
Washington
$79.3K
SWIM
2504
Smallwood Wealth Investment Management
New Jersey
$76.8K
RRA
2505
Red Reef Advisors
Florida
$75.6K
KFG
2506
Kingdom Financial Group
Arizona
$74K
LAS
2507
Lloyd Advisory Services
Georgia
$74K
BCM
2508
Blume Capital Management
California
$71.9K
SFG
2509
Strive Financial Group
Indiana
$71K
OAJ
2510
Ogorek Anthony Joseph
New York
$71K
CMP
2511
Coston McIsaac & Partners
Maine
$69K
BHWM
2512
Beaird Harris Wealth Management
Texas
$66.6K
TAR
2513
Trask Adam Roland
$66.2K
SRCM
2514
Signature Resources Capital Management
California
$66K
TC
2515
Trust Company
Kansas
$65.5K
IWM
2516
IMG Wealth Management
Florida
$64.7K
DWS
2517
Dynamic Wealth Strategies
California
$64.2K
FWA
2518
Flagship Wealth Advisors
Massachusetts
$63.9K
BA
2519
Ballast Advisors
Minnesota
$63.5K
BIM
2520
Breakwater Investment Management
Washington
$60.4K
TCM
2521
Triumph Capital Management
Colorado
$57.2K
SEP
2522
Signature Equity Partners
Ohio
$56.9K
TWD
2523
True Wealth Design
Ohio
$56.9K
HR
2524
Howe & Rusling
New York
$55.1K
POIA
2525
Pin Oak Investment Advisors
Texas
$55K