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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
BI
1951
Breachway Investments
Rhode Island
$459K
OCA
1952
OpenArc Corporate Advisory
Georgia
$459K
ACA
1953
Anchor Capital Advisors
Massachusetts
$459K
CWM
1954
Collaborative Wealth Management
Florida
$455K
MAC
1955
Mason & Associates (California)
California
$455K
CFAM
1956
Center For Asset Management
Florida
$455K
DWM
1957
Defined Wealth Management
Oregon
$454K
BCM
1958
BTC Capital Management
Iowa
$452K
TWM
1959
Tradition Wealth Management
Minnesota
$451K
PAM
1960
Peak Asset Management
Colorado
$451K
NLWP
1961
Next Level Wealth Planning
Idaho
$450K
FI
1962
FWG Investments
Kentucky
$447K
FPH
1963
Financial Planning Hawaii
Hawaii
$447K
EFN
1964
Equita Financial Network
Pennsylvania
$446K
FM
1965
Foster & Motley
Ohio
$445K
FB
1966
First Bancorp
Maine
$444K
SP
1967
Successful Portfolios
Florida
$444K
JBA
1968
Johnson Bixby & Associates
Washington
$444K
MFP
1969
Meridian Financial Partners
Virginia
$443K
CF
1970
Claris Financial
Virginia
$443K
AP
1971
Americana Partners
Texas
$442K
SWA
1972
Strategies Wealth Advisors
Michigan
$442K
DWM
1973
Dopkins Wealth Management
New York
$441K
TL
1974
Tradewinds LLC
North Carolina
$441K
AGC
1975
August Group Capital
$441K