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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
TWP
1726
Tyche Wealth Partners
Texas
$685K
Legacy Financial Group (Iowa)
1727
Legacy Financial Group (Iowa)
Iowa
$685K
CFS
1728
Coordinated Financial Services
Colorado
$683K
SIS
1729
Sound Income Strategies
Florida
$683K
FWP
1730
Falcon Wealth Planning
California
$683K
GWP
1731
Gen-Wealth Partners
Michigan
$679K
GIA
1732
Guyasuta Investment Advisors
Pennsylvania
$679K
CPIA
1733
Cornell Pochily Investment Advisors
New York
$678K
WFS
1734
WealthGarden F.S.
California
$678K
JAFL
1735
Jay A. Fishman Ltd
Michigan
$675K
BH
1736
Burk Holdings
Oklahoma
$674K
MIC
1737
Meridian Investment Counsel
California
$673K
LSWP
1738
Liberty Square Wealth Partners
Pennsylvania
$673K
SWP
1739
SIMA Wealth Partners
Virginia
$670K
SWM
1740
SFG Wealth Management
Maryland
$669K
GW
1741
Graetz Wealth
Michigan
$668K
VWM
1742
Vertrix Wealth Management
Michigan
$667K
CA
1743
CapWealth Advisors
Tennessee
$663K
OCG
1744
Opus Capital Group
Ohio
$662K
BWAM
1745
Boyd Watterson Asset Management
Ohio
$662K
RA
1746
Ruggaard & Associates
Ohio
$661K
DIA
1747
Davidson Investment Advisors
Montana
$658K
QP
1748
Quartz Partners
New York
$658K
WAG
1749
Wallace Advisory Group
California
$657K
SWGC
1750
Summit Wealth Group (Colorado)
Colorado
$657K