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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
CF
1976
Claris Financial
Virginia
$443K
AP
1977
Americana Partners
Texas
$442K
SWA
1978
Strategies Wealth Advisors
Michigan
$442K
DWM
1979
Dopkins Wealth Management
New York
$441K
TL
1980
Tradewinds LLC
North Carolina
$441K
AGC
1981
August Group Capital
$441K
TSW
1982
Thompson Siegel & Walmsley
Virginia
$441K
CWP
1983
CFM Wealth Partners
Texas
$439K
PAA
1984
Peregrine Asset Advisers
Oregon
$437K
SEM
1985
Strategic Equity Management
Arizona
$437K
MSG
1986
Main Street Group
Virginia
$436K
EDRH
1987
Edmond de Rothschild Holding
Switzerland
$435K
IWP
1988
Integrity Wealth Partners
California
$433K
BCP
1989
Berkeley Capital Partners
Georgia
$432K
OPCM
1990
Osborne Partners Capital Management
California
$429K
AA
1991
Auxano Advisors
Washington
$429K
MAM
1992
Mystic Asset Management
Rhode Island
$428K
MHIC
1993
Marble Harbor Investment Counsel
Massachusetts
$428K
MEG
1994
Millstone Evans Group
Colorado
$427K
BTD
1995
BankPlus Trust Department
Mississippi
$426K
MSWM
1996
Mowery & Schoenfeld Wealth Management
Illinois
$425K
JPMIA
1997
J.P. Marvel Investment Advisors
Massachusetts
$425K
AFAS
1998
Acorn Financial Advisory Services
Virginia
$425K
AA
1999
Ashford Advisors
New York
$422K
SPW
2000
Signet Private Wealth
Illinois
$419K