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iShares Core S&P Mid-Cap ETF

2,630 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, 1,029 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
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
AWM
1926
Aries Wealth Management
Maine
$478K
CP
1927
Capital Planning
Washington
$477K
CC
1928
Chicago Capital
Illinois
$474K
JSAM
1929
J. Safra Asset Management
New York
$473K
AIP
1930
ARS Investment Partners
New York
$473K
PB
1931
Prime Buchholz
New Hampshire
$470K
HIC
1932
Holderness Investments Company
North Carolina
$470K
PWP
1933
Private Wealth Partners
California
$470K
BAM
1934
BOS Asset Management
Illinois
$469K
CJ
1935
Caitlin John
Michigan
$468K
ADL
1936
Asset Dedication LLC
California
$468K
PHS
1937
Pekin Hardy Strauss
Illinois
$468K
ACM
1938
Ardent Capital Management
Ohio
$467K
HGA
1939
Hobbs Group Advisors
South Carolina
$467K
HWA
1940
HighRoad Wealth Advisors
Oregon
$465K
KFC
1941
Klingenstein Fields & Co
New York
$464K
SWM
1942
Steinberganna Wealth Management
New York
$464K
TT
1943
TI-Trust
Illinois
$463K
AW
1944
Avion Wealth
Texas
$463K
EI
1945
EFG International
$463K
SAM
1946
Sawgrass Asset Management
Florida
$462K
HFS
1947
Haverford Financial Services
Pennsylvania
$462K
MHWM
1948
Montz Harcus Wealth Management
Louisiana
$461K
HBWM
1949
Hollow Brook Wealth Management
New York
$460K
PWP
1950
Phillips Wealth Planners
Mississippi
$459K