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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
RFG
2001
Range Financial Group
Oregon
$398K
GCM
2002
Greenland Capital Management
New York
$397K
OCWP
2003
Owl Creek Wealth Partners
Colorado
$396K
EF
2004
Envision Financial
Wisconsin
$396K
FIM
2005
Freedom Investment Management
Connecticut
$395K
LEA
2006
Legacy Edge Advisors
New York
$393K
LWM
2007
Level Wealth Management
North Carolina
$392K
HWA
2008
Heartwood Wealth Advisors
Virginia
$392K
MCM
2009
Mainstream Capital Management
California
$391K
HFRG
2010
Houlihan Financial Resource Group
Virginia
$389K
HBW
2011
Hazlett, Burt & Watson
West Virginia
$387K
BWP
2012
Bernardo Wealth Planning
Pennsylvania
$387K
AWM
2013
Aberdeen Wealth Management
Illinois
$387K
ACM
2014
Absolute Capital Management
Pennsylvania
$386K
RE
2015
Rydar Equities
Texas
$386K
CCM
2016
Chilton Capital Management
Texas
$385K
CWM
2017
Cherrydale Wealth Management
New Jersey
$383K
SCM
2018
Schnieders Capital Management
California
$382K
AWAG
2019
ARS Wealth Advisors Group
Florida
$382K
PPW
2020
Presilium Private Wealth
Pennsylvania
$382K
FMTC
2021
Farmers & Merchants Trust Company
California
$382K
B
2022
Bellecapital
Switzerland
$382K
WAL
2023
W Advisors LLC
Tennessee
$381K
RIS
2024
Richmond Investment Services
Wisconsin
$381K
PIFP
2025
Partners in Financial Planning
Virginia
$379K