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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
LA
2001
Latitude Advisors
Florida
$419K
FWM
2002
Foguth Wealth Management
Michigan
$419K
FA
2003
Fermata Advisors
California
$418K
PFA
2004
Pinnacle Family Advisors
Missouri
$418K
CG
2005
Cynosure Group
Utah
$417K
PAM
2006
Prodigy Asset Management
Nebraska
$416K
DJSG
2007
D.J. St. Germain
Massachusetts
$416K
IWP
2008
IAG Wealth Partners
Wisconsin
$415K
JLBC
2009
J.L. Bainbridge & Co
Florida
$414K
SGFG
2010
Silver Grove Financial Group
New York
$414K
IBOK
2011
Independence Bank of Kentucky
Kentucky
$414K
RFA
2012
Rollins Financial Advisors
New York
$414K
AL
2013
ADE LLC
Maryland
$412K
FLP
2014
Financial Life Planners
Arizona
$411K
LFA
2015
Legacy Financial Advisors
Kentucky
$409K
WEG
2016
World Equity Group
Illinois
$409K
RFW
2017
Redwood Family Wealth
Texas
$406K
SFG
2018
Sunburst Financial Group
Alabama
$406K
SIM
2019
Synergy Investment Management
Florida
$405K
PSA
2020
Plum Street Advisors
Louisiana
$405K
MFPI
2021
Midwest Financial Partners Investments
Minnesota
$405K
FA
2022
Faithward Advisors
Pennsylvania
$403K
SWM
2023
Selective Wealth Management
Virginia
$403K
CPSAC
2024
Chas P. Smith & Associates (CPS)
Florida
$400K
VAF
2025
Values Added Financial
District of Columbia
$399K