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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
PFA
2351
Pathway Financial Advisors
Vermont
$219K
AAS
2352
Annex Advisory Services
Wisconsin
$219K
GA
2353
GoalVest Advisory
New York
$219K
MWA
2354
Monograph Wealth Advisors
California
$218K
ALWM
2355
Andrews Lucia Wealth Management
California
$218K
CCM
2356
Cannon Capital Management
Utah
$217K
AC
2357
Asio Capital
Kentucky
$217K
CA
2358
Cornerstone Advisory
Maryland
$216K
BWP
2359
Baldwin Wealth Partners
Massachusetts
$216K
BBFA
2360
Brindle & Bay Financial Advisors
Texas
$216K
AGP
2361
Aspire Growth Partners
Florida
$216K
VP
2362
Verum Partners
North Carolina
$215K
WCAMG
2363
Woodard & Company Asset Management Group
North Carolina
$215K
HW
2364
Hamilton Wealth
California
$215K
LSL
2365
Legacy Solutions LLC
Pennsylvania
$215K
SWM
2366
Silverlake Wealth Management
Vermont
$215K
LKBC
2367
L.K. Benson & Company
Maryland
$214K
GRA
2368
Golden Road Advisors
Florida
$214K
JHC
2369
J. Hagan Capital
Kentucky
$214K
CPG
2370
Cornerstone Planning Group
New Jersey
$213K
PP
2371
Prudential plc
United Kingdom
$213K
HIG
2372
Heritage Investment Group
Florida
$213K
NCM
2373
Narwhal Capital Management
Georgia
$213K
VC
2374
Veracity Capital
Georgia
$212K
SCA
2375
Stonebridge Capital Advisors
Minnesota
$212K