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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
WLPWM
1651
Walled Lake Planning & Wealth Management
Illinois
$766K
BTI
1652
Blue Trust Inc
Georgia
$766K
LB
1653
Legacy Bridge
Iowa
$763K
FCIM
1654
Fairview Capital Investment Management
California
$762K
BWM
1655
BKM Wealth Management
Wisconsin
$762K
EC
1656
Estate Counselors
Wisconsin
$760K
WC
1657
Waterloo Capital
Texas
$760K
IP
1658
Indivisible Partners
Florida
$759K
CCA
1659
Checchi Capital Advisers
California
$757K
WAM
1660
Weatherly Asset Management
California
$757K
BWA
1661
Beam Wealth Advisors
Louisiana
$757K
YIH
1662
Y-Intercept (HK)
Hong Kong
$757K
PPW
1663
Parcion Private Wealth
Washington
$756K
E3F
1664
Eight 31 Financial
Texas
$755K
NWA
1665
Northwest Wealth Advisors
Washington
$753K
CWA
1666
Crusonia Wealth Advisors
Colorado
$752K
AWA
1667
Alta Wealth Advisors
Massachusetts
$751K
CCP
1668
Clarkston Capital Partners
Michigan
$751K
CCM
1669
Cambridge Capital Management
Illinois
$751K
MFC
1670
Morris Financial Concepts
South Carolina
$751K
CCA
1671
Childress Capital Advisors
Texas
$748K
TI
1672
Truepoint Inc
Ohio
$747K
OCM
1673
Objective Capital Management
Ohio
$746K
PS
1674
Planned Solutions
California
$746K
SVWAG
1675
Sound View Wealth Advisors Group
Georgia
$746K