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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
MWM
2026
McNaughton Wealth Management
California
$378K
CC
2027
Clearwave Capital
California
$376K
HWP
2028
Hibernia Wealth Partners
Louisiana
$376K
PHWA
2029
Petersen Hastings Wealth Advisors
Washington
$376K
AT
2030
Avalon Trust
New Mexico
$376K
AFG
2031
Altiora Financial Group
Ohio
$375K
VCAM
2032
Van Cleef Asset Management
Ohio
$373K
ACM
2033
Advance Capital Management
Michigan
$372K
ML
2034
McAdam LLC
Pennsylvania
$372K
BTW
2035
Boston Trust Walden
Massachusetts
$371K
CFM
2036
Cornerstone Financial Management
Massachusetts
$370K
MW
2037
Marrick Wealth
California
$370K
CWLT
2038
Cornerstone Wealth, LLC/TN
Tennessee
$370K
CLP
2039
Charis Legacy Partners
Texas
$369K
GCA
2040
Gradient Capital Advisors
California
$369K
FGG
2041
Financial Guidance Group
Florida
$366K
BAG
2042
Bauman Advisory Group
Nevada
$366K
NFG
2043
Northbridge Financial Group
Florida
$365K
BF
2044
Brooklyn FI
New York
$365K
DCM
2045
Dimension Capital Management
Florida
$365K
4A
2046
4Wealth Advisors
Illinois
$364K
EIA
2047
Emerald Investment Advisers
Pennsylvania
$364K
DHC
2048
Drum Hill Capital
Connecticut
$363K
MFS
2049
Mattson Financial Services
Michigan
$362K
VPF
2050
Vantage Point Financial
Illinois
$362K