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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
NWAG
2401
Net Worth Advisory Group
Utah
$203K
SN
2402
Sittner & Nelson
Oregon
$203K
FG
2403
Foster Group
Iowa
$203K
CST
2404
Charles Schwab Trust
Nevada
$203K
RYIA
2405
Roehl & Yi Investment Advisors
Oregon
$203K
BFA
2406
Brendel Financial Advisors
New Hampshire
$203K
SFS
2407
Sharp Financial Services
Pennsylvania
$203K
CPWA
2408
Cerro Pacific Wealth Advisors
California
$202K
MBFW
2409
Morton Brown Family Wealth
Pennsylvania
$202K
LC
2410
Lavaca Capital
Texas
$201K
FAC
2411
Financial Advisory Corporation
Michigan
$200K
TH
2412
Team Hewins
California
$200K
SA
2413
Seneschal Advisors
Washington
$199K
CTWM
2414
Cherry Tree Wealth Management
Minnesota
$193K
OCM
2415
Osbon Capital Management
Massachusetts
$191K
PWMG
2416
Prestige Wealth Management Group
New Jersey
$190K
EWM
2417
Evolution Wealth Management
Florida
$189K
EAM
2418
Eukles Asset Management
Ohio
$188K
WPA
2419
Wealth Preservation Advisors
Tennessee
$184K
RIL
2420
Rothschild Investment LLC
Illinois
$184K
TM
2421
Torren Management
California
$179K
AF
2422
Abound Financial
California
$178K
3IP
2423
3Chopt Investment Partners
Virginia
$175K
RMC
2424
Resources Management Corp
Connecticut
$171K
JGIA
2425
Jackson Grant Investment Advisers
Connecticut
$171K