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iShares Core S&P Mid-Cap ETF

2,602 hedge funds and large institutions have $85.4B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,080 increasing their positions, 1,021 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
379
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
BW
376
BostonPremier Wealth
Massachusetts
$18.5M
UBS AM
377
UBS AM
Illinois
$18.5M
CWAF
378
Core Wealth Advisors (Florida)
Florida
$18.5M
AA
379
ALPS Advisors
Colorado
$18.4M
WWM
380
Western Wealth Management
Colorado
$18.3M
PAI
381
Pittenger & Anderson Inc
Nebraska
$18.3M
AWP
382
Accretive Wealth Partners
New Jersey
$18.2M
CFIA
383
Cantor Fitzgerald Investment Advisors
New York
$18.1M
CF
384
CBM Financial
Texas
$17.9M
RCM
385
Richardson Capital Management
Wisconsin
$17.9M
CASB
386
Cape Ann Savings Bank
Massachusetts
$17.9M
EWS
387
Evergreen Wealth Solutions
Pennsylvania
$17.9M
HAS
388
Holland Advisory Services
Florida
$17.9M
Kovitz Investment Group Partners
389
Kovitz Investment Group Partners
Illinois
$17.7M
LPAM
390
Lodestar Private Asset Management
California
$17.7M
CRC
391
Curi RMB Capital
Illinois
$17.6M
SB
392
Simmons Bank
Arkansas
$17.5M
BFS
393
Burkett Financial Services
South Carolina
$17.5M
IWM
394
IHT Wealth Management
Illinois
$17.5M
SMC
395
Smith, Moore & Co
Missouri
$17.4M
FNBOO
396
First National Bank of Omaha
Nebraska
$17.3M
NPF
397
Norris Perne & French
Michigan
$17.3M
CIM
398
CIM Investment Management
Pennsylvania
$17.3M
AFA
399
AA Financial Advisors
Ohio
$17.2M
GWAM
400
Guardian Wealth Advisors (Minnesota)
Minnesota
$17.1M