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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
WG
2026
Welch Group
Alabama
$399K
RFG
2027
Range Financial Group
Oregon
$398K
GCM
2028
Greenland Capital Management
New York
$397K
OCWP
2029
Owl Creek Wealth Partners
Colorado
$396K
EF
2030
Envision Financial
Wisconsin
$396K
FIM
2031
Freedom Investment Management
Connecticut
$395K
LEA
2032
Legacy Edge Advisors
New York
$393K
LWM
2033
Level Wealth Management
North Carolina
$392K
HWA
2034
Heartwood Wealth Advisors
Virginia
$392K
MCM
2035
Mainstream Capital Management
California
$391K
HFRG
2036
Houlihan Financial Resource Group
Virginia
$389K
HBW
2037
Hazlett, Burt & Watson
West Virginia
$387K
BWP
2038
Bernardo Wealth Planning
Pennsylvania
$387K
AWM
2039
Aberdeen Wealth Management
Illinois
$387K
ACM
2040
Absolute Capital Management
Pennsylvania
$386K
RE
2041
Rydar Equities
Texas
$386K
CCM
2042
Chilton Capital Management
Texas
$385K
CWM
2043
Cherrydale Wealth Management
New Jersey
$383K
SCM
2044
Schnieders Capital Management
California
$382K
AWAG
2045
ARS Wealth Advisors Group
Florida
$382K
PPW
2046
Presilium Private Wealth
Pennsylvania
$382K
FMTC
2047
Farmers & Merchants Trust Company
California
$382K
B
2048
Bellecapital
Switzerland
$382K
WAL
2049
W Advisors LLC
Tennessee
$381K
RIS
2050
Richmond Investment Services
Wisconsin
$381K