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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
LFAS
501
Level Four Advisory Services
Texas
$12.1M
SFP
502
Sandbox Financial Partners
Maryland
$12M
SA
503
SoundView Advisors
Washington
$12M
YP
504
YANKCOM Partnership
South Dakota
$12M
TFP
505
Townsend Financial Planning
Kentucky
$11.9M
FWM
506
FFT Wealth Management
Pennsylvania
$11.9M
TD Asset Management
507
TD Asset Management
Ontario, Canada
$11.9M
CFB
508
Cullen/Frost Bankers
Texas
$11.9M
CWWM
509
Clear Wave Wealth Management
New Jersey
$11.8M
AF
510
AtlasMark Financial
Texas
$11.8M
RFO
511
RiverGlades Family Offices
Florida
$11.8M
ITB
512
Idaho Trust Bank
Idaho
$11.8M
AAS
513
Asset Allocation Strategies
Michigan
$11.7M
MBT
514
Montecito Bank & Trust
California
$11.7M
CT
515
Caldwell Trust
Florida
$11.6M
MWM
516
MTC Wealth Management
Florida
$11.6M
BCI
517
Brinker Capital Investments
Pennsylvania
$11.6M
BAM
518
Belpointe Asset Management
Nevada
$11.5M
WPW
519
Waldron Private Wealth
Pennsylvania
$11.5M
GWMIA
520
Global Wealth Management Investment Advisory
Florida
$11.5M
RWS
521
Rochester Wealth Strategies
Michigan
$11.4M
DC
522
Davenport & Co
Virginia
$11.4M
AF
523
Affiance Financial
Minnesota
$11.4M
MHC
524
May Hill Capital
Massachusetts
$11.3M
TA
525
Tectonic Advisors
Texas
$11.3M