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iShares Core S&P Mid-Cap ETF

2,608 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 142 funds opening new positions, 1,081 increasing their positions, 1,023 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,608
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
OC
976
Oakworth Capital
Alabama
$3.22M
SWA
977
SOA Wealth Advisors
New York
$3.21M
TWM
978
TRB Wealth Management
Texas
$3.2M
GSWM
979
Golden State Wealth Management
California
$3.19M
WS
980
Wedbush Securities
California
$3.18M
SI
981
Stephens Inc
Arkansas
$3.17M
BRWA
982
B. Riley Wealth Advisors
Florida
$3.16M
BMWM
983
Brown Miller Wealth Management
Virginia
$3.14M
NCM
984
Novare Capital Management
North Carolina
$3.11M
JAA
985
Joel Adams & Associates
North Carolina
$3.09M
BMCM
986
Bryn Mawr Capital Management
Pennsylvania
$3.08M
RA
987
RFG Advisory
Alabama
$3.07M
Ensign Peak Advisors
988
Ensign Peak Advisors
Utah
$3.06M
WIA
989
Wetzel Investment Advisors
Indiana
$3.06M
Koshinski Asset Management
990
Koshinski Asset Management
Illinois
$3.05M
TAM
991
Townsend Asset Management
North Carolina
$3.04M
LL
992
LPWM LLC
Minnesota
$3.04M
BA
993
Brightwater Advisory
Florida
$3.02M
MTIC
994
Missouri Trust & Investment Company
Missouri
$3.02M
GWP
995
Gateway Wealth Partners
Wisconsin
$3M
PIA
996
Perennial Investment Advisors
California
$3M
SGK
997
Steigerwald Gordon & Koch
Virginia
$2.99M
PGWM
998
Pitti Group Wealth Management
New York
$2.98M
FA
999
Flagstar Advisors
New York
$2.98M
SF
1000
SWP Financial
California
$2.97M