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
CWA
426
Consilio Wealth Advisors
Washington
$13.5M
CTA
427
Colonial Trust Advisors
South Carolina
$13.5M
LC
428
LTG Capital
Massachusetts
$13.5M
CFC
429
Coyle Financial Counsel
Illinois
$13.5M
CFG
430
Carr Financial Group
Massachusetts
$13.4M
OWM
431
Olympus Wealth Management
Utah
$13.4M
PSCM
432
Per Stirling Capital Management
Texas
$13.3M
LWANC
433
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.3M
AA
434
Ancora Advisors
Ohio
$13.2M
COPPSERS
435
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.2M
HCM
436
Highview Capital Management
Illinois
$13.2M
WWM
437
Western Wealth Management
Colorado
$13.1M
PAI
438
Pittenger & Anderson Inc
Nebraska
$13.1M
JMFC
439
J.M. Forbes & Co
Massachusetts
$13.1M
TF
440
Tompkins Financial
New York
$13M
NCM
441
Neumann Capital Management
California
$13M
MWM
442
Meridian Wealth Management
Kentucky
$13M
FWTB
443
First Western Trust Bank
Colorado
$12.9M
EWA
444
Encompass Wealth Advisors
Oregon
$12.9M
RSWM
445
Robertson Stephens Wealth Management
California
$12.9M
ACM
446
Advisors Capital Management
New Jersey
$12.8M
Jane Street
447
Jane Street
New York
$12.6M
BFP
448
Beacon Financial Planning
Massachusetts
$12.6M
AIP
449
Ameritas Investment Partners
Nebraska
$12.6M
IA
450
IFG Advisory
Georgia
$12.6M