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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
FIM
2026
Freedom Investment Management
Connecticut
$395K
LEA
2027
Legacy Edge Advisors
New York
$393K
LWM
2028
Level Wealth Management
North Carolina
$392K
HWA
2029
Heartwood Wealth Advisors
Virginia
$392K
MCM
2030
Mainstream Capital Management
California
$391K
HFRG
2031
Houlihan Financial Resource Group
Virginia
$389K
HBW
2032
Hazlett, Burt & Watson
West Virginia
$387K
BWP
2033
Bernardo Wealth Planning
Pennsylvania
$387K
AWM
2034
Aberdeen Wealth Management
Illinois
$387K
ACM
2035
Absolute Capital Management
Pennsylvania
$386K
RE
2036
Rydar Equities
Texas
$386K
CCM
2037
Chilton Capital Management
Texas
$385K
CWM
2038
Cherrydale Wealth Management
New Jersey
$383K
SCM
2039
Schnieders Capital Management
California
$382K
AWAG
2040
ARS Wealth Advisors Group
Florida
$382K
PPW
2041
Presilium Private Wealth
Pennsylvania
$382K
FMTC
2042
Farmers & Merchants Trust Company
California
$382K
B
2043
Bellecapital
Switzerland
$382K
WAL
2044
W Advisors LLC
Tennessee
$381K
RIS
2045
Richmond Investment Services
Wisconsin
$381K
PIFP
2046
Partners in Financial Planning
Virginia
$379K
MWM
2047
McNaughton Wealth Management
California
$378K
CC
2048
Clearwave Capital
California
$376K
HWP
2049
Hibernia Wealth Partners
Louisiana
$376K
PHWA
2050
Petersen Hastings Wealth Advisors
Washington
$376K