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iShares Core S&P Mid-Cap ETF

2,639 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, 1,096 increasing their positions, 1,033 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
383
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
CCWM
1426
Cassaday & Co Wealth Management
Virginia
$1.16M
UWM
1427
Urban Wealth Management
California
$1.16M
TWM
1428
Thrive Wealth Management
Pennsylvania
$1.16M
PWG
1429
Private Wealth Group
Florida
$1.15M
CAG
1430
Csenge Advisory Group
Florida
$1.15M
DWM
1431
Daner Wealth Management
Georgia
$1.15M
BMWS
1432
Brady Martz Wealth Solutions
North Dakota
$1.15M
CFO
1433
Collective Family Office
Pennsylvania
$1.14M
IAS
1434
Insigneo Advisory Services
Florida
$1.14M
OWP
1435
ORG Wealth Partners
Texas
$1.14M
CCM
1436
Colorado Capital Management
Colorado
$1.14M
NHC
1437
Nicholas Hoffman & Company
Georgia
$1.14M
BPWM
1438
BCS Private Wealth Management
New Jersey
$1.13M
RRA
1439
Round Rock Advisors
Connecticut
$1.13M
BFA
1440
Buttonwood Financial Advisors
Maryland
$1.12M
VAI
1441
Vanguard Advisers Inc
Pennsylvania
$1.12M
CL
1442
COWA LLC
Oklahoma
$1.12M
CPCM
1443
Cardinal Point Capital Management
Ontario, Canada
$1.12M
PWP
1444
Principle Wealth Partners
Connecticut
$1.12M
VWM
1445
Venturi Wealth Management
Texas
$1.12M
CAM
1446
Costello Asset Management
Pennsylvania
$1.12M
PP
1447
Patten & Patten
Tennessee
$1.11M
TIA
1448
Traphagen Investment Advisors
New Jersey
$1.11M
AIM
1449
Anchor Investment Management
South Carolina
$1.11M
WJWM
1450
Williams Jones Wealth Management
New York
$1.11M