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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
EI
1951
EFG International
$463K
SAM
1952
Sawgrass Asset Management
Florida
$462K
HFS
1953
Haverford Financial Services
Pennsylvania
$462K
MHWM
1954
Montz Harcus Wealth Management
Louisiana
$461K
HBWM
1955
Hollow Brook Wealth Management
New York
$460K
PWP
1956
Phillips Wealth Planners
Mississippi
$459K
BI
1957
Breachway Investments
Rhode Island
$459K
OCA
1958
OpenArc Corporate Advisory
Georgia
$459K
ACA
1959
Anchor Capital Advisors
Massachusetts
$459K
CWM
1960
Collaborative Wealth Management
Florida
$455K
MAC
1961
Mason & Associates (California)
California
$455K
CFAM
1962
Center For Asset Management
Florida
$455K
DWM
1963
Defined Wealth Management
Oregon
$454K
BCM
1964
BTC Capital Management
Iowa
$452K
TWM
1965
Tradition Wealth Management
Minnesota
$451K
PAM
1966
Peak Asset Management
Colorado
$451K
NLWP
1967
Next Level Wealth Planning
Idaho
$450K
FI
1968
FWG Investments
Kentucky
$447K
FPH
1969
Financial Planning Hawaii
Hawaii
$447K
EFN
1970
Equita Financial Network
Pennsylvania
$446K
FM
1971
Foster & Motley
Ohio
$445K
FB
1972
First Bancorp
Maine
$444K
SP
1973
Successful Portfolios
Florida
$444K
JBA
1974
Johnson Bixby & Associates
Washington
$444K
MFP
1975
Meridian Financial Partners
Virginia
$443K