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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
AP
1951
Americana Partners
Texas
$442K
SWA
1952
Strategies Wealth Advisors
Michigan
$442K
DWM
1953
Dopkins Wealth Management
New York
$441K
TL
1954
Tradewinds LLC
North Carolina
$441K
AGC
1955
August Group Capital
$441K
TSW
1956
Thompson Siegel & Walmsley
Virginia
$441K
CWP
1957
CFM Wealth Partners
Texas
$439K
PAA
1958
Peregrine Asset Advisers
Oregon
$437K
SEM
1959
Strategic Equity Management
Arizona
$437K
MSG
1960
Main Street Group
Virginia
$436K
EDRH
1961
Edmond de Rothschild Holding
Switzerland
$435K
IWP
1962
Integrity Wealth Partners
California
$433K
BCP
1963
Berkeley Capital Partners
Georgia
$432K
HW
1964
Hamilton Wealth
California
$430K
OPCM
1965
Osborne Partners Capital Management
California
$429K
AA
1966
Auxano Advisors
Washington
$429K
MAM
1967
Mystic Asset Management
Rhode Island
$428K
MHIC
1968
Marble Harbor Investment Counsel
Massachusetts
$428K
MEG
1969
Millstone Evans Group
Colorado
$427K
BTD
1970
BankPlus Trust Department
Mississippi
$426K
MSWM
1971
Mowery & Schoenfeld Wealth Management
Illinois
$425K
JPMIA
1972
J.P. Marvel Investment Advisors
Massachusetts
$425K
AFAS
1973
Acorn Financial Advisory Services
Virginia
$425K
AA
1974
Ashford Advisors
New York
$422K
SPW
1975
Signet Private Wealth
Illinois
$419K