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iShares Core S&P Mid-Cap ETF

2,630 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, 1,092 increasing their positions, 1,029 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
381
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
FCM
2301
Fogel Capital Management
Florida
$235K
DC
2302
Darrow Company
Massachusetts
$235K
PJWM
2303
Philip James Wealth Mangement
Georgia
$234K
FF
2304
Fox Financial
Pennsylvania
$234K
MSCM
2305
McElhenny Sheffield Capital Management
Texas
$233K
SFP
2306
Strategic Financial Planning
Texas
$233K
SOAMC
2307
Spirit of America Management Corp
New York
$233K
BFG
2308
Berger Financial Group
Minnesota
$233K
XWL
2309
XXI Wealth LLC
Illinois
$232K
LWM
2310
LongView Wealth Management
Georgia
$232K
S
2311
Storgate
Texas
$232K
GG
2312
Gleason Group
Kentucky
$231K
RWP
2313
Reliant Wealth Planning
Kentucky
$231K
HSG
2314
Helen Stephens Group
Texas
$231K
DA
2315
Detalus Advisors
Missouri
$230K
VAMG
2316
Voisard Asset Management Group
Michigan
$230K
AIA
2317
Accelerate Investment Advisors
California
$230K
MHR
2318
Matthew Hamilton Rosenberg
$229K
AGWCA
2319
Annis Gardner Whiting Capital Advisors
Florida
$229K
FDCP
2320
Foster Dykema Cabot & Partners
Massachusetts
$228K
SRWM
2321
Shira Ridge Wealth Management
California
$228K
PHAM
2322
Palisades Hudson Asset Management
Florida
$228K
AMIM
2323
Aull & Monroe Investment Management
Alabama
$228K
FWM
2324
Focused Wealth Management
New York
$228K
GWA
2325
Gutierrez Wealth Advisory
Arkansas
$228K