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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
NG
1726
NWK Group
California
$689K
CPSC
1727
Carl P. Sherr & Co
Massachusetts
$688K
PP
1728
Pearl Planning
Michigan
$688K
FWI
1729
Facet Wealth Inc
Maryland
$686K
CWA
1730
Canvas Wealth Advisors
Kansas
$686K
TWP
1731
Tyche Wealth Partners
Texas
$685K
Legacy Financial Group (Iowa)
1732
Legacy Financial Group (Iowa)
Iowa
$685K
CFS
1733
Coordinated Financial Services
Colorado
$683K
SIS
1734
Sound Income Strategies
Florida
$683K
FWP
1735
Falcon Wealth Planning
California
$683K
GWP
1736
Gen-Wealth Partners
Michigan
$679K
GIA
1737
Guyasuta Investment Advisors
Pennsylvania
$679K
CPIA
1738
Cornell Pochily Investment Advisors
New York
$678K
WFS
1739
WealthGarden F.S.
California
$678K
JAFL
1740
Jay A. Fishman Ltd
Michigan
$675K
BH
1741
Burk Holdings
Oklahoma
$674K
MIC
1742
Meridian Investment Counsel
California
$673K
LSWP
1743
Liberty Square Wealth Partners
Pennsylvania
$673K
SWP
1744
SIMA Wealth Partners
Virginia
$670K
SWM
1745
SFG Wealth Management
Maryland
$669K
GW
1746
Graetz Wealth
Michigan
$668K
VWM
1747
Vertrix Wealth Management
Michigan
$667K
CA
1748
CapWealth Advisors
Tennessee
$663K
OCG
1749
Opus Capital Group
Ohio
$662K
BWAM
1750
Boyd Watterson Asset Management
Ohio
$662K