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
Financial Engines Advisors
26
Financial Engines Advisors
California
$542M -$12.4M -193,559 -2%
CCA
27
Catalyst Capital Advisors
New York
$512M -$35.2M -548,113 -7%
MRC
28
Millburn Ridgefield Corp
New York
$512M -$35.2M -548,113 -7%
HighTower Advisors
29
HighTower Advisors
Illinois
$507M +$19M +296,329 +4%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$455M -$4.83M -75,084 -1%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$429M +$3.39M +52,777 +0.8%
P
32
&Partners
Tennessee
$427M +$63.1M +981,809 +18%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$401M +$43.1M +671,191 +12%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$378M -$15.6M -243,275 -4%
AA
35
Alesco Advisors
New York
$349M -$3.54M -55,133 -1%
MCM
36
MAI Capital Management
Ohio
$347M +$1.38M +21,521 +0.4%
SV
37
Starboard Value
New York
$343M
US Bancorp
38
US Bancorp
Minnesota
$338M -$2.39M -37,113 -0.7%
Cerity Partners
39
Cerity Partners
New York
$326M +$37.6M +585,414 +13%
Creative Planning
40
Creative Planning
Kansas
$312M -$820K -12,761 -0.3%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$306M -$448K -6,968 -0.1%
MERSOM
42
Municipal Employees' Retirement System of Michigan
Michigan
$297M
BIM
43
Bridges Investment Management
Nebraska
$290M -$8.9M -138,424 -3%
HNB
44
Huntington National Bank
Ohio
$287M
CWM
45
Circle Wealth Management
New Jersey
$277M +$338K +5,264 +0.1%
VFA
46
Valeo Financial Advisors
Indiana
$241M +$4.18M +65,084 +2%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$225M -$1.37M -21,252 -0.6%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$222M +$53.2M +827,958 +32%
RMDI
49
R.M. Davis Inc
Maine
$210M +$1.38M +21,490 +0.7%
CFG
50
Citizens Financial Group
Rhode Island
$206M +$2.79M +43,437 +1%