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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
SAA
426
Southeast Asset Advisors
Georgia
$15.7M
PP
427
PDS Planning
Ohio
$15.6M
TCM
428
Towercrest Capital Management
Pennsylvania
$15.6M
MFC
429
Mechanics Financial Corp
Ohio
$15.5M
AEPWM
430
Atlantic Edge Private Wealth Management
Florida
$15.5M
DM
431
Diversified Management
Wisconsin
$15.4M
PAG
432
Private Advisory Group
Washington
$15.4M
IA
433
IFP Advisors
Florida
$15.3M
ANTB
434
AMG National Trust Bank
Colorado
$15.3M
BFP
435
Beacon Financial Planning
Massachusetts
$15.1M
HCM
436
Highview Capital Management
Illinois
$15.1M
PA
437
Parallel Advisors
California
$15.1M
EWA
438
Encompass Wealth Advisors
Oregon
$15.1M
RSA
439
River Street Advisors
Illinois
$15.1M
SC
440
Scotia Capital
Ontario, Canada
$15M
CAL
441
Capital Analysts LLC
Pennsylvania
$15M
MWM
442
Marietta Wealth Management
Georgia
$14.9M
CTA
443
Colonial Trust Advisors
South Carolina
$14.8M
JMFC
444
J.M. Forbes & Co
Massachusetts
$14.8M
PCFFS
445
Pacific Center for Financial Services
California
$14.6M
MCWS
446
McKinley Carter Wealth Services
West Virginia
$14.5M
KFP
447
KMG Fiduciary Partners
Ohio
$14.5M
MWM
448
Meridian Wealth Management
Kentucky
$14.4M
CAG
449
Carroll Advisory Group
Texas
$14.3M
KPWG
450
KFA Private Wealth Group
Virginia
$14.3M