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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
FVCM
2301
F&V Capital Management
Florida
$226K
BW
2302
Bravera Wealth
North Dakota
$226K
SP
2303
Stablepoint Partners
Massachusetts
$226K
WA
2304
Wealth Architects
California
$226K
PD
2305
Planning Directions
Pennsylvania
$225K
TAM
2306
TCP Asset Management
Ohio
$225K
LFGO
2307
Legacy Financial Group (Oklahoma)
Oklahoma
$224K
WF
2308
WealthPoint Financial
North Carolina
$223K
LCM
2309
Lazari Capital Management
California
$223K
IFS
2310
Ifrah Financial Services
Arkansas
$223K
WSWA
2311
Warren Street Wealth Advisors
California
$222K
ACM
2312
Aspen Capital Management
Idaho
$222K
FFO
2313
Fiduciary Family Office
Florida
$221K
5NPW
2314
55 North Private Wealth
Florida
$221K
STCOSD
2315
Sageworth Trust Company of South Dakota
South Dakota
$221K
CAGAS
2316
Capital Advisory Group Advisory Services
Minnesota
$221K
CWP
2317
Cyndeo Wealth Partners
Florida
$220K
IC
2318
Inscription Capital
Texas
$220K
PFA
2319
Pathway Financial Advisors
Vermont
$219K
AAS
2320
Annex Advisory Services
Wisconsin
$219K
GA
2321
GoalVest Advisory
New York
$219K
MWA
2322
Monograph Wealth Advisors
California
$218K
ALWM
2323
Andrews Lucia Wealth Management
California
$218K
CCM
2324
Cannon Capital Management
Utah
$217K
AC
2325
Asio Capital
Kentucky
$217K