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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
FVWA
2201
Foster Victor Wealth Advisors
South Carolina
$283K
RLIM
2202
Red Lighthouse Investment Management
New York
$283K
PMSA
2203
Patrick M. Sweeney & Associates
Illinois
$283K
VWA
2204
Visionary Wealth Advisors
Illinois
$282K
IP
2205
Intellectus Partners
California
$281K
BL
2206
BCWM LLC
Kansas
$281K
SFS
2207
Strategic Financial Services
New York
$279K
CAP
2208
Cordoba Advisory Partners
New York
$277K
FFWA
2209
Forthright Family Wealth Advisory
Texas
$277K
MAS
2210
MPWM Advisory Solutions
Georgia
$277K
AIC
2211
Archer Investment Corporation
Indiana
$276K
CFG
2212
Clayton Financial Group
Missouri
$276K
AA
2213
Aufman Associates
Pennsylvania
$276K
WPW
2214
Winthrop Partners - WNY
New York
$276K
GTAM
2215
Global Trust Asset Management
Florida
$276K
BW
2216
Balance Wealth
Ohio
$275K
MCM
2217
Mengis Capital Management
Oregon
$275K
AOWM
2218
Alpha Omega Wealth Management
Virginia
$274K
ACM
2219
Andina Capital Management
Utah
$274K
GRWP
2220
Green Ridge Wealth Planning
New Jersey
$273K
MWA
2221
Medallion Wealth Advisors
Connecticut
$273K
SW
2222
SMART Wealth
Nebraska
$273K
SAM
2223
Strategy Asset Managers
California
$273K
SA
2224
SPWM Advisors
Michigan
$273K
HCM
2225
Hall Capital Management
Rhode Island
$273K