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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
PWA
601
Perspective Wealth Advisors
Colorado
$8.63M
AFO
602
Arrowroot Family Office
California
$8.6M
MFG
603
Merit Financial Group
Georgia
$8.57M
AIMC
604
Alley Investment Management Company
Illinois
$8.54M
PWP
605
Precedent Wealth Partners
Texas
$8.53M
MIM
606
MetLife Investment Management
New Jersey
$8.53M
TW
607
Tempo Wealth
Ohio
$8.53M
GWMR
608
GC Wealth Management RIA
Massachusetts
$8.46M
AF
609
ASL Financial
California
$8.44M
PBO
610
Peoples Bank (Ohio)
Ohio
$8.44M
BTWM
611
Baker Tilly Wealth Management
Wisconsin
$8.42M
SIAM
612
Sterling Investment Advisors (Missouri)
Missouri
$8.4M
MF
613
Montis Financial
Massachusetts
$8.38M
CWA
614
Cascade Wealth Advisors
Washington
$8.35M
HI
615
Horizon Investments
North Carolina
$8.28M
RIG
616
RiverFront Investment Group
Virginia
$8.22M
EFS
617
Econ Financial Services
Pennsylvania
$8.16M
FPW
618
Flagship Private Wealth
Massachusetts
$8.14M
NL
619
NWAM LLC
Washington
$8.13M
SCA
620
Sandy Cove Advisors
Massachusetts
$8.12M
State of Wisconsin Investment Board
621
State of Wisconsin Investment Board
Wisconsin
$8.11M
IWM
622
Inlight Wealth Management
Georgia
$8.05M
PSCM
623
Per Stirling Capital Management
Texas
$8.05M
MB
624
MidFirst Bank
Oklahoma
$8.03M
BHIA
625
Birch Hill Investment Advisors
Massachusetts
$8.02M