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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
FDCP
2326
Foster Dykema Cabot & Partners
Massachusetts
$228K
SRWM
2327
Shira Ridge Wealth Management
California
$228K
PHAM
2328
Palisades Hudson Asset Management
Florida
$228K
AMIM
2329
Aull & Monroe Investment Management
Alabama
$228K
FWM
2330
Focused Wealth Management
New York
$228K
GWA
2331
Gutierrez Wealth Advisory
Arkansas
$228K
WF
2332
WealthPoint Financial
North Carolina
$227K
LS
2333
Leelyn Smith
Illinois
$226K
FVCM
2334
F&V Capital Management
Florida
$226K
BW
2335
Bravera Wealth
North Dakota
$226K
SP
2336
Stablepoint Partners
Massachusetts
$226K
WA
2337
Wealth Architects
California
$226K
PD
2338
Planning Directions
Pennsylvania
$225K
TAM
2339
TCP Asset Management
Ohio
$225K
LFGO
2340
Legacy Financial Group (Oklahoma)
Oklahoma
$224K
LCM
2341
Lazari Capital Management
California
$223K
IFS
2342
Ifrah Financial Services
Arkansas
$223K
WSWA
2343
Warren Street Wealth Advisors
California
$222K
ACM
2344
Aspen Capital Management
Idaho
$222K
FFO
2345
Fiduciary Family Office
Florida
$221K
5NPW
2346
55 North Private Wealth
Florida
$221K
STCOSD
2347
Sageworth Trust Company of South Dakota
South Dakota
$221K
CAGAS
2348
Capital Advisory Group Advisory Services
Minnesota
$221K
CWP
2349
Cyndeo Wealth Partners
Florida
$220K
IC
2350
Inscription Capital
Texas
$220K