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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
PAM
2001
Prodigy Asset Management
Nebraska
$416K
DJSG
2002
D.J. St. Germain
Massachusetts
$416K
IWP
2003
IAG Wealth Partners
Wisconsin
$415K
JLBC
2004
J.L. Bainbridge & Co
Florida
$414K
SGFG
2005
Silver Grove Financial Group
New York
$414K
IBOK
2006
Independence Bank of Kentucky
Kentucky
$414K
RFA
2007
Rollins Financial Advisors
New York
$414K
AL
2008
ADE LLC
Maryland
$412K
FLP
2009
Financial Life Planners
Arizona
$411K
LFA
2010
Legacy Financial Advisors
Kentucky
$409K
WEG
2011
World Equity Group
Illinois
$409K
RFW
2012
Redwood Family Wealth
Texas
$406K
SFG
2013
Sunburst Financial Group
Alabama
$406K
SIM
2014
Synergy Investment Management
Florida
$405K
PSA
2015
Plum Street Advisors
Louisiana
$405K
MFPI
2016
Midwest Financial Partners Investments
Minnesota
$405K
FA
2017
Faithward Advisors
Pennsylvania
$403K
SWM
2018
Selective Wealth Management
Virginia
$403K
CPSAC
2019
Chas P. Smith & Associates (CPS)
Florida
$400K
VAF
2020
Values Added Financial
District of Columbia
$399K
WG
2021
Welch Group
Alabama
$399K
RFG
2022
Range Financial Group
Oregon
$398K
GCM
2023
Greenland Capital Management
New York
$397K
OCWP
2024
Owl Creek Wealth Partners
Colorado
$396K
EF
2025
Envision Financial
Wisconsin
$396K