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iShares Core S&P Mid-Cap ETF

2,602 hedge funds and large institutions have $85.4B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,080 increasing their positions, 1,021 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
379
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
PFPG
201
Pinnacle Financial Partners (Georgia)
Georgia
$39.1M
YIA
202
YHB Investment Advisors
Connecticut
$38.5M
BFA
203
Beaumont Financial Advisors
Massachusetts
$38.2M
Lazard Asset Management
204
Lazard Asset Management
New York
$37.9M
AF
205
Allworth Financial
California
$37.8M
PFM
206
Phillips Financial Management
Indiana
$37.3M
HI
207
Human Investing
Oregon
$37.2M
DT
208
Diversified Trust
Tennessee
$37.2M
BOS
209
Bank of Stockton
California
$36.6M
CWA
210
CJM Wealth Advisers
Virginia
$36.6M
PFA
211
Pure Financial Advisors
California
$36.5M
HI
212
Hudock Inc
Pennsylvania
$36.4M
CIA
213
Concurrent Investment Advisors
Florida
$36.4M
WAG
214
Winthrop Advisory Group
Massachusetts
$36.3M
FFA
215
Farther Finance Advisors
California
$36.2M
TAM
216
Titleist Asset Management
Texas
$36.1M
UCFA
217
United Capital Financial Advisors
Texas
$36.1M
DA
218
Drake & Associates
Wisconsin
$36M
IWC
219
Integrated Wealth Concepts
Massachusetts
$35.3M
BHWM
220
Bar Harbor Wealth Management
New Hampshire
$35.1M
WHG
221
Westwood Holdings Group
Texas
$34.9M
SCM
222
SCS Capital Management
Massachusetts
$34.8M
SWM
223
Stockman Wealth Management
Montana
$34.6M
GLLW
224
Graves Light Lenhart Wealth
Virginia
$34.4M
CAG
225
Crestwood Advisors Group
Massachusetts
$34.3M