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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
FFN
1501
Focus Financial Network
Minnesota
$1M
SM
1502
Sweeney & Michel
California
$1M
SCP
1503
Stevens Capital Partners
Nebraska
$1M
KA
1504
Kooman & Associates
Pennsylvania
$1M
CWS
1505
Cypress Wealth Services
California
$1,000K
PMFA
1506
Plante Moran Financial Advisors
Michigan
$996K
RFP
1507
Root Financial Partners
California
$994K
OPA
1508
Old Port Advisors
Maine
$994K
FFA
1509
Fortune Financial Advisors
Kansas
$992K
BHPW
1510
Box Hill Private Wealth
Arizona
$988K
BM
1511
Berman McAleer
Maryland
$987K
MBWA
1512
Marin Bay Wealth Advisors
California
$985K
FI
1513
Financial Insights
Washington
$984K
COCM
1514
Charter Oak Capital Management
New Hampshire
$981K
CWM
1515
CCG Wealth Management
California
$981K
CAM
1516
Carret Asset Management
New York
$979K
SWM
1517
Steelhead Wealth Management
Virginia
$975K
SLG
1518
Stanley-Laman Group
Pennsylvania
$975K
BWCS
1519
Beirne Wealth Consulting Services
Connecticut
$975K
CA
1520
Calton & Associates
Florida
$973K
CF
1521
Clarity Financial
Texas
$971K
CCG
1522
Chatham Capital Group
Georgia
$970K
LWANC
1523
Laurel Wealth Advisors (North Carolina)
North Carolina
$970K
SFS
1524
Symphony Financial Services
Ohio
$968K
UFA
1525
Uptown Financial Advisors
Texas
$968K