We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,446 hedge funds and large institutions have $79.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 982 increasing their positions, 964 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

630% more call options, than puts

Call options by funds: $32M | Put options by funds: $4.37M

77% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 73

5% more capital invested

Capital invested by funds: $75.6B → $79.2B (+$3.54B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4352,446 (+11)

0.76% less ownership

Funds ownership: 79.53%78.77% (-0.76%)

6% less funds holding in top 10

Funds holding in top 10: 360338 (-22)

Holders
2,446
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
32.11%
Holding in Top 10
338
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.11%
% of All Funds
4.44%
New
129
Increased
982
Reduced
964
Closed
73
Calls
$32M
Puts
$4.37M
Net Calls
+$27.6M
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
276
Twele Capital Management
Minnesota
$24.5M +$11.1K +173 +0%
CWMK
277
Caliber Wealth Management (Kansas)
Kansas
$24.5M +$2.75M +42,723 +13%
OIA
278
OneDigital Investment Advisors
Kansas
$24.5M -$34.6K -539 -0.1%
SC
279
Scotia Capital
Ontario, Canada
$24.4M -$7.46M -116,099 -24%
SL
280
Salomon & Ludwin
Virginia
$24.2M -$235K -3,650 -1%
WFA
281
West Financial Advisors
Iowa
$24.2M -$1.11M -17,346 -4%
CT
282
Coastline Trust
Rhode Island
$24.2M -$362K -5,638 -1%
FWIA
283
Fort Washington Investment Advisors
Ohio
$24.1M -$1.43M -22,304 -6%
WSFS
284
Wilmington Savings Fund Society
Delaware
$24M -$6.57M -102,310 -22%
MCWS
285
McKinley Carter Wealth Services
West Virginia
$23.9M +$579K +9,013 +3%
KPWS
286
Kestra Private Wealth Services
Texas
$23.8M -$90.7K -1,412 -0.4%
ATC
287
Argent Trust Co
Tennessee
$23.6M +$136K +2,121 +0.6%
IF
288
Ironwood Financial
Arizona
$23.6M +$3.78M +58,763 +19%
NFT
289
Nan Fung Trinity
Hong Kong
$23.4M
TCBWMS
290
Texas Capital Bank Wealth Management Services
Texas
$23.4M +$614K +9,557 +3%
AWM
291
Altus Wealth Management
Kentucky
$23.1M +$403K +6,271 +2%
GT
292
Glenview Trust
Kentucky
$23M -$8.48K -132 -0%
HG
293
Harbor Group
New Hampshire
$23M -$246K -3,822 -1%
PA
294
Pinnacle Associates
New York
$23M -$61K -949 -0.3%
SPC
295
Sigma Planning Corp
Michigan
$22.9M -$523K -8,143 -2%
AB
296
ANB Bank
Colorado
$22.8M -$609K -9,484 -3%
NRI
297
NFP Retirement Inc
California
$22.7M +$273K +4,254 +1%
SWA
298
Serenus Wealth Advisors
California
$22.6M -$46.8K -729 -0.2%
4WM
299
49 Wealth Management
Texas
$22.6M +$1.96M +30,445 +10%
STA
300
Summit Trail Advisors
New York
$22.6M +$12.9M +200,097 +137%