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iShares Core S&P Mid-Cap ETF

2,631 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, 1,092 increasing their positions, 1,030 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,631
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
OBWG
1676
Onyx Bridge Wealth Group
New York
$738K
HPM
1677
Hoxton Planning & Management
West Virginia
$734K
KFI
1678
Key Financial Inc
Pennsylvania
$733K
SC
1679
Sepio Capital
Utah
$732K
SAM
1680
Seelaus Asset Management
New Jersey
$731K
AIM
1681
Aspen Investment Management
Michigan
$730K
IA
1682
Insight Advisors
Pennsylvania
$730K
FFP
1683
FourThought Financial Partners
Florida
$729K
SWM
1684
Shelton Wealth Management
Texas
$728K
UBV
1685
United Bank (Virginia)
Virginia
$727K
FNWM
1686
Financial Network Wealth Management
Utah
$727K
CPC
1687
Consolidated Planning Corp
Georgia
$724K
AWM
1688
Abound Wealth Management
Tennessee
$723K
KFSN
1689
Keystone Financial Services (Nebraska)
Nebraska
$723K
IWS
1690
Intentional Wealth Strategies
Colorado
$722K
CL
1691
CLG LLC
California
$721K
BOPW
1692
Brandywine Oak Private Wealth
Pennsylvania
$720K
TPWM
1693
Twelve Points Wealth Management
Massachusetts
$720K
RL
1694
Rogco LP
Oklahoma
$719K
WG
1695
Wellington Group
Indiana
$718K
TFP
1696
Tilia Fiduciary Partners
North Carolina
$717K
MSA
1697
Marathon Strategic Advisors
Pennsylvania
$717K
BWM
1698
BCS Wealth Management
Tennessee
$713K
EWA
1699
Exit Wealth Advisors
Georgia
$713K
PL
1700
Plancorp LLC
Missouri
$712K