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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
CPA
2126
Capital Performance Advisors
California
$328K
BWM
2127
BCGM Wealth Management
Indiana
$328K
OWP
2128
Obermeyer Wealth Partners
Colorado
$327K
LDB
2129
Lee, Danner & Bass
Tennessee
$326K
MM
2130
Main Management
California
$326K
GWA
2131
Gratus Wealth Advisors
Virginia
$326K
CFG
2132
Cassilly Financial Group
Maryland
$325K
MSS
2133
Mitchell Sinkler & Starr
Pennsylvania
$325K
LWM
2134
LJI Wealth Management
Indiana
$325K
CW
2135
Cedarwood Wealth
Colorado
$323K
NIM
2136
Northeast Investment Management
Massachusetts
$323K
GP
2137
Geneva Partners
Wisconsin
$322K
RFA
2138
Resurgent Financial Advisors
Georgia
$321K
CP
2139
Canopy Partners
Ohio
$320K
DBIA
2140
Dumont & Blake Investment Advisors
New Jersey
$320K
GD
2141
Grandfield & Dodd
New York
$320K
ZIG
2142
Zuckerman Investment Group
Illinois
$320K
SPW
2143
Stillwater Private Wealth
Pennsylvania
$319K
CFP
2144
Cascade Financial Partners
California
$319K
WMA
2145
West Michigan Advisors
Michigan
$318K
CRI
2146
Colonial River Investments
Virginia
$318K
TA
2147
TrueWealth Advisors
Alabama
$318K
CCMI
2148
Creative Capital Management Investments
California
$315K
ML
2149
Mayport LLC
Massachusetts
$315K
BO
2150
Bank OZK
Arkansas
$314K