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iShares Core S&P Mid-Cap ETF

2,602 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 141 funds opening new positions, 1,080 increasing their positions, 1,021 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,602
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
PWAM
151
Private Wealth Asset Management
Iowa
$57M
WPA
152
West Paces Advisors
Georgia
$56.8M
TFO
153
Tarbox Family Office
California
$56.2M
Natixis Advisors
154
Natixis Advisors
Massachusetts
$56.2M
T
155
TrueFG
Texas
$56.1M
RCIM
156
Red Cedar Investment Management
Michigan
$54.8M
JFA
157
JNBA Financial Advisors
Minnesota
$54.2M
FTWA
158
Fifth Third Wealth Advisors
Ohio
$54M
BWP
159
BlueStem Wealth Partners
Minnesota
$53.9M
HSBC Holdings
160
HSBC Holdings
United Kingdom
$52.7M
MWA
161
Midland Wealth Advisors
Illinois
$52.5M
RCA
162
Resonant Capital Advisors
Wisconsin
$52.4M
PGA
163
Portland Global Advisors
Maine
$52.4M
AWM
164
Apollon Wealth Management
South Carolina
$52.3M
CB
165
Commerce Bank
Missouri
$52.2M
MWM
166
Modera Wealth Management
New Jersey
$52.1M
W
167
Wealthquest
Ohio
$52M
VOYA Investment Management
168
VOYA Investment Management
Georgia
$50.2M
Lido Advisors
169
Lido Advisors
California
$49.6M
QCG
170
Quadrant Capital Group
Ohio
$49.4M
CBU
171
CIBC Bancorp USA
Illinois
$49.3M
SPP
172
Single Point Partners
Massachusetts
$48.3M
JWA
173
JFS Wealth Advisors
Pennsylvania
$48.2M
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$47.9M
FBFS
175
First Business Financial Services
Wisconsin
$47.8M