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iShares Core S&P Mid-Cap ETF

2,604 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, 1,022 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,604
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
SAM
1926
Sawgrass Asset Management
Florida
$462K
HFS
1927
Haverford Financial Services
Pennsylvania
$462K
MHWM
1928
Montz Harcus Wealth Management
Louisiana
$461K
HBWM
1929
Hollow Brook Wealth Management
New York
$460K
PWP
1930
Phillips Wealth Planners
Mississippi
$459K
BI
1931
Breachway Investments
Rhode Island
$459K
OCA
1932
OpenArc Corporate Advisory
Georgia
$459K
ACA
1933
Anchor Capital Advisors
Massachusetts
$459K
CWM
1934
Collaborative Wealth Management
Florida
$455K
MAC
1935
Mason & Associates (California)
California
$455K
CFAM
1936
Center For Asset Management
Florida
$455K
DWM
1937
Defined Wealth Management
Oregon
$454K
BCM
1938
BTC Capital Management
Iowa
$452K
TWM
1939
Tradition Wealth Management
Minnesota
$451K
PAM
1940
Peak Asset Management
Colorado
$451K
NLWP
1941
Next Level Wealth Planning
Idaho
$450K
FI
1942
FWG Investments
Kentucky
$447K
FPH
1943
Financial Planning Hawaii
Hawaii
$447K
EFN
1944
Equita Financial Network
Pennsylvania
$446K
FM
1945
Foster & Motley
Ohio
$445K
FB
1946
First Bancorp
Maine
$444K
SP
1947
Successful Portfolios
Florida
$444K
JBA
1948
Johnson Bixby & Associates
Washington
$444K
MFP
1949
Meridian Financial Partners
Virginia
$443K
CF
1950
Claris Financial
Virginia
$443K