We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,630 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 297 funds opening new positions, 1,085 increasing their positions, 912 reducing their positions, and 64 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:

7% more funds holding in top 10

Funds holding in top 10: 338363 (+25)

1.74% more ownership

Funds ownership: 78.76%80.5% (+1.7%)

4% more capital invested

Capital invested by funds: $79.2B → $82.4B (+$3.28B)

Holders
2,630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
363
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
USB
551
Union Savings Bank
Connecticut
$10.6M
CT
552
Caldwell Trust
Florida
$10.6M
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$10.6M
State of Wisconsin Investment Board
554
State of Wisconsin Investment Board
Wisconsin
$10.6M
FCBT
555
First Citizens Bank & Trust
North Carolina
$10.5M
LKWM
556
Lee-Kelleher Wealth Management
Maryland
$10.5M
EIP
557
Ellis Investment Partners
Pennsylvania
$10.5M
GWMIA
558
Global Wealth Management Investment Advisory
Florida
$10.4M
CGFA
559
Colton Groome Financial Advisors
North Carolina
$10.4M
KWM
560
Kingsview Wealth Management
Oregon
$10.3M
YP
561
YANKCOM Partnership
South Dakota
$10.2M
CFFNO
562
Common Fund For Nonprofit Organizations
Connecticut
$10.2M
1NWS
563
1 North Wealth Services
Maryland
$10.2M
SAI
564
Savvy Advisors Inc
New York
$10.1M
EWM
565
Evercore Wealth Management
New York
$10.1M
SIM
566
Stratos Investment Management
Ohio
$10M
HHWM
567
Hiley Hunt Wealth Management
Nebraska
$10M
AI
568
Atria Investments
North Carolina
$10M
PS
569
Principal Securities
Iowa
$9.99M
PCIA
570
Prime Capital Investment Advisors
Kansas
$9.9M
WIA
571
World Investment Advisors
California
$9.86M
AFS
572
Aft Forsyth & Sober
Florida
$9.78M
NAM
573
NTV Asset Management
West Virginia
$9.76M
GFG
574
Greenberg Financial Group
Arizona
$9.74M
WB
575
WesBanco Bank
West Virginia
$9.72M