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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
WCM
1926
Wealthcare Capital Management
Virginia
$485K
MPCL
1927
My Personal CFO LLC
Washington
$483K
SCA
1928
STALEY CAPITAL ADVISERS
Pennsylvania
$481K
GWM
1929
Greenhouse Wealth Management
Connecticut
$479K
SSWM
1930
Smith Salley Wealth Management
North Carolina
$479K
APW
1931
Axim Planning & Wealth
Ohio
$478K
AWM
1932
Aries Wealth Management
Maine
$478K
CP
1933
Capital Planning
Washington
$477K
CC
1934
Chicago Capital
Illinois
$474K
JSAM
1935
J. Safra Asset Management
New York
$473K
AIP
1936
ARS Investment Partners
New York
$473K
PB
1937
Prime Buchholz
New Hampshire
$470K
HIC
1938
Holderness Investments Company
North Carolina
$470K
PWP
1939
Private Wealth Partners
California
$470K
BAM
1940
BOS Asset Management
Illinois
$469K
CJ
1941
Caitlin John
Michigan
$468K
ADL
1942
Asset Dedication LLC
California
$468K
PHS
1943
Pekin Hardy Strauss
Illinois
$468K
ACM
1944
Ardent Capital Management
Ohio
$467K
HGA
1945
Hobbs Group Advisors
South Carolina
$467K
HWA
1946
HighRoad Wealth Advisors
Oregon
$465K
KFC
1947
Klingenstein Fields & Co
New York
$464K
SWM
1948
Steinberganna Wealth Management
New York
$464K
TT
1949
TI-Trust
Illinois
$463K
AW
1950
Avion Wealth
Texas
$463K