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iShares Core S&P Mid-Cap ETF

2,632 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, 1,093 increasing their positions, 1,030 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,632
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
LWM
1401
Latko Wealth Management
Illinois
$1.23M
AFO
1402
Allie Family Office
Florida
$1.22M
ETC
1403
Exchange Traded Concepts
Oklahoma
$1.22M
OPAM
1404
Ocean Park Asset Management
California
$1.22M
CPA
1405
Cathy Pareto & Associates
Florida
$1.21M
EAM
1406
Empirical Asset Management
Massachusetts
$1.21M
RWS
1407
Retirement Wealth Solutions
Wisconsin
$1.2M
JFG
1408
JMG Financial Group
Illinois
$1.2M
RCP
1409
Roan Capital Partners
Tennessee
$1.2M
CCM
1410
Crew Capital Management
Ohio
$1.2M
PIMG
1411
Patriot Investment Management Group
Tennessee
$1.19M
DW
1412
Dodds Wealth
Colorado
$1.19M
EFP
1413
EnRich Financial Partners
Wisconsin
$1.19M
WTA
1414
Washington Trust Advisors
Massachusetts
$1.18M
EIA
1415
Edgemoor Investment Advisors
Maryland
$1.17M
CKAIS
1416
Christensen King & Associates Investment Services
Washington
$1.17M
SPWM
1417
Smith Partners Wealth Management
North Carolina
$1.17M
WP
1418
Wealthspan Partners
Iowa
$1.17M
CIA
1419
Compass Ion Advisors
Pennsylvania
$1.17M
MCA
1420
Magnolia Capital Advisors
Mississippi
$1.16M
GPA
1421
Garrison Point Advisors
California
$1.16M
RWIA
1422
Roger Wittlin Investment Advisory
California
$1.16M
CCWM
1423
Cassaday & Co Wealth Management
Virginia
$1.16M
UWM
1424
Urban Wealth Management
California
$1.16M
TWM
1425
Thrive Wealth Management
Pennsylvania
$1.16M