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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
BPFA
2151
Barnes Pettey Financial Advisors
Mississippi
$314K
FM
2152
Family Management
New York
$312K
BFP
2153
Birchwood Financial Partners
Minnesota
$312K
CWM
2154
Centric Wealth Management
Illinois
$312K
PFM
2155
Potomac Fund Management
Florida
$310K
SL
2156
Sentry LLC
Tennessee
$309K
GIP
2157
Granite Investment Partners
California
$308K
CWM
2158
Capital Wealth Management
Rhode Island
$308K
HFO
2159
Heritage Family Offices
Arizona
$306K
BMC
2160
Beaton Management Company
Massachusetts
$306K
AI
2161
Auour Investments
Massachusetts
$306K
NJIM
2162
Nabity-Jensen Investment Management
Nebraska
$306K
MGW
2163
MB Generational Wealth
Washington
$305K
RPA
2164
Rock Point Advisors
Vermont
$305K
CRI
2165
Commonwealth Retirement Investments
Virginia
$305K
TFM
2166
Trademark Financial Management
Minnesota
$303K
AWM
2167
Affinity Wealth Management
Delaware
$301K
BKA
2168
Brick & Kyle Associates
Pennsylvania
$301K
AA
2169
Addison Advisors
Vermont
$300K
EA
2170
Ellsworth Advisors
Ohio
$299K
AWM
2171
Avaii Wealth Management
Wisconsin
$299K
FAT
2172
First American Trust
California
$298K
MPW
2173
Magnolia Private Wealth
Pennsylvania
$297K
WWG
2174
West Wealth Group
California
$296K
KWM
2175
KFG Wealth Management
Indiana
$296K