IJH icon

iShares Core S&P Mid-Cap ETF

2,403 hedge funds and large institutions have $75.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 956 increasing their positions, 986 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 2,3952,403 (+8)

3% less repeat investments, than reductions

Existing positions increased: 956 | Existing positions reduced: 986

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.1M
Puts
$6.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
301
Texas Capital Bank Wealth Management Services
Texas
$21.6M
SWA
302
Serenus Wealth Advisors
California
$21.5M
AWM
303
Altus Wealth Management
Kentucky
$21.5M
GIM
304
Glenmede Investment Management
Pennsylvania
$21.3M
NRI
305
NFP Retirement Inc
California
$21.3M
PFA
306
Presper Financial Architects
Ohio
$21.3M
ABWM
307
Alpine Bank Wealth Management
Colorado
$21.2M
TCOV
308
Trust Company of Vermont
Vermont
$21M
BFG
309
Bleakley Financial Group
New Jersey
$20.9M
AGA
310
Arkos Global Advisors
Texas
$20.8M
PFP
311
Pinnacle Financial Partners
Tennessee
$20.7M
VAS
312
Vestmark Advisory Solutions
Massachusetts
$20.7M
CWMK
313
Caliber Wealth Management (Kansas)
Kansas
$20.6M
CI
314
Conning Inc
Connecticut
$20.5M
PAS
315
Professional Advisory Services
Florida
$20.2M
OGF
316
Orin Green Financial
California
$20.1M
GSWM
317
Greenup Street Wealth Management
Michigan
$20M
ASN
318
Advisory Services Network
Georgia
$19.8M
PAM
319
Peninsula Asset Management
Florida
$19.8M
DAS
320
Dynamic Advisor Solutions
Arizona
$19.6M
CIAS
321
CFS Investment Advisory Services
New Jersey
$19.6M
4WM
322
49 Wealth Management
Texas
$19.6M
VFIC
323
Valley Forge Investment Consultants
Pennsylvania
$19.5M
PWMAG
324
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M
Allspring Global Investments
325
Allspring Global Investments
North Carolina
$19.5M