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iShares Core S&P Mid-Cap ETF

2,608 hedge funds and large institutions have $85.4B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,081 increasing their positions, 1,023 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
379
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
CPC
1676
Consolidated Planning Corp
Georgia
$724K
AWM
1677
Abound Wealth Management
Tennessee
$723K
KFSN
1678
Keystone Financial Services (Nebraska)
Nebraska
$723K
IWS
1679
Intentional Wealth Strategies
Colorado
$722K
CL
1680
CLG LLC
California
$721K
BOPW
1681
Brandywine Oak Private Wealth
Pennsylvania
$720K
TPWM
1682
Twelve Points Wealth Management
Massachusetts
$720K
RL
1683
Rogco LP
Oklahoma
$719K
WGL
1684
Wellington Grp LLC
Indiana
$718K
TFP
1685
Tilia Fiduciary Partners
North Carolina
$717K
MSA
1686
Marathon Strategic Advisors
Pennsylvania
$717K
BWM
1687
BCS Wealth Management
Tennessee
$713K
EWA
1688
Exit Wealth Advisors
Georgia
$713K
PL
1689
Plancorp LLC
Missouri
$712K
HWM
1690
Howard Wealth Management
Connecticut
$706K
OAM
1691
Oak Asset Management
California
$703K
PCH
1692
PGIM Custom Harvest
New Jersey
$702K
NIWA
1693
New Insight Wealth Advisors
California
$701K
PWM
1694
Peck Wealth Management
New York
$701K
BWP
1695
Balboa Wealth Partners
Arizona
$701K
KF
1696
Krilogy Financial
Missouri
$700K
BST
1697
Bath Savings Trust
Maine
$699K
DI
1698
DAGCO Inc
Ohio
$696K
SIAP
1699
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$695K
GWM
1700
Graybill Wealth Management
Illinois
$695K