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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
CWM
2301
Chemistry Wealth Management
New York
$238K
CCC
2302
Compass Capital Corp
Massachusetts
$237K
BWM
2303
Briggs Wealth Management
Connecticut
$236K
BL
2304
BFSG LLC
California
$236K
BF
2305
Brogan Financial
Tennessee
$235K
PSIWM
2306
Paradigm Strategies in Wealth Management
Minnesota
$235K
FCM
2307
Fogel Capital Management
Florida
$235K
DC
2308
Darrow Company
Massachusetts
$235K
PJWM
2309
Philip James Wealth Mangement
Georgia
$234K
FF
2310
Fox Financial
Pennsylvania
$234K
MSCM
2311
McElhenny Sheffield Capital Management
Texas
$233K
SFP
2312
Strategic Financial Planning
Texas
$233K
SOAMC
2313
Spirit of America Management Corp
New York
$233K
BFG
2314
Berger Financial Group
Minnesota
$233K
XWL
2315
XXI Wealth LLC
Illinois
$232K
LWM
2316
LongView Wealth Management
Georgia
$232K
S
2317
Storgate
Texas
$232K
GG
2318
Gleason Group
Kentucky
$231K
RWP
2319
Reliant Wealth Planning
Kentucky
$231K
HSG
2320
Helen Stephens Group
Texas
$231K
DA
2321
Detalus Advisors
Missouri
$230K
VAMG
2322
Voisard Asset Management Group
Michigan
$230K
AIA
2323
Accelerate Investment Advisors
California
$230K
MHR
2324
Matthew Hamilton Rosenberg
$229K
AGWCA
2325
Annis Gardner Whiting Capital Advisors
Florida
$229K