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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
FAL
2101
Focused Alpha LLC
Colorado
$346K
SFG
2102
Synergy Financial Group
California
$346K
MAA
2103
Matrix Asset Advisors
New York
$346K
SIC
2104
SJS Investment Consulting
Ohio
$344K
RWA
2105
Roberts Wealth Advisors
California
$343K
JJBC
2106
James J. Burns & Company
New York
$343K
TCM
2107
TD Capital Management
Tennessee
$342K
PIM
2108
Penobscot Investment Management
Massachusetts
$342K
BFF
2109
Byrne Financial Freedom
Massachusetts
$341K
SP
2110
Sequent Planning
Nebraska
$340K
BFA
2111
Bluestem Financial Advisors
Illinois
$339K
PCS
2112
Private Client Services
Kentucky
$338K
NCM
2113
Nelson Capital Management
California
$338K
BBPWM
2114
Blue Bell Private Wealth Management
Pennsylvania
$338K
TCOTS
2115
Trust Company of the South
North Carolina
$338K
BAM
2116
Bosun Asset Management
Illinois
$338K
Renaissance Technologies
2117
Renaissance Technologies
New York
$338K
VAM
2118
Virtue Asset Management
Illinois
$336K
LCWP
2119
Legacy Capital Wealth Partners
Arkansas
$333K
ABTD
2120
Arvest Bank Trust Division
Oklahoma
$332K
Luther King Capital Management (LKCM)
2121
Luther King Capital Management (LKCM)
Texas
$332K
GOCP
2122
Great Oak Capital Partners
Massachusetts
$331K
PPG
2123
Peak Planning Group
Colorado
$330K
JWBC
2124
John W. Brooker & Co
California
$329K
VCM
2125
Versant Capital Management
Arizona
$329K