IJH icon

iShares Core S&P Mid-Cap ETF

2,619 hedge funds and large institutions have $82.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 1,083 increasing their positions, 910 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.9M
Puts
$10.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
301
Wilmington Savings Fund Society
Delaware
$23.8M
NW
302
NewEdge Wealth
Pennsylvania
$23.7M
NRI
303
NFP Retirement Inc
California
$23.7M
ATC
304
Argent Trust Co
Tennessee
$23.7M
NFT
305
Nan Fung Trinity
Hong Kong
$23.7M
SWA
306
Serenus Wealth Advisors
California
$23.7M
AWM
307
Altus Wealth Management
Kentucky
$23.7M
GT
308
Glenview Trust
Kentucky
$23.2M
PA
309
Pinnacle Associates
New York
$23.1M
WDL
310
Well Done LLC
Michigan
$23.1M
HG
311
Harbor Group
New Hampshire
$23M
LC
312
LTG Capital
Massachusetts
$23M
AB
313
ANB Bank
Colorado
$22.9M
NYLIM
314
New York Life Investment Management
New York
$22.8M
DADC
315
D.A. Davidson & Co
Montana
$22.6M
Brown Advisory
316
Brown Advisory
Maryland
$22.6M
FWA
317
FSM Wealth Advisors
Ohio
$22.6M
VFIC
318
Valley Forge Investment Consultants
Pennsylvania
$22.4M
WH
319
Whitcomb & Hess
Ohio
$22.4M
AAS
320
Ameritas Advisory Services
Nebraska
$22.4M
OGF
321
Orin Green Financial
California
$22.1M
RT
322
Rockland Trust
Massachusetts
$22.1M
ABWM
323
Alpine Bank Wealth Management
Colorado
$22M
CI
324
Conning Inc
Connecticut
$21.8M
CFS
325
CGC Financial Services
Oregon
$21.8M