IJH icon

iShares Core S&P Mid-Cap ETF

2,580 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 1,074 increasing their positions, 902 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
GWM
701
Global Wealth Management
New Jersey
$6.6M
HCM
702
Hengehold Capital Management
Ohio
$6.52M
CB
703
Centennial Bank
Arkansas
$6.52M
NBWM
704
North Berkeley Wealth Management
California
$6.51M
CSA
705
Cottage Street Advisors
Massachusetts
$6.5M
TFCP
706
Twin Focus Capital Partners
Massachusetts
$6.5M
LIA
707
Lynx Investment Advisory
District of Columbia
$6.49M
SCTC
708
Sanibel Captiva Trust Company
Florida
$6.48M
MCC
709
Money Concepts Capital
Florida
$6.45M
JWM
710
JPL Wealth Management
Colorado
$6.44M
SS
711
Sound Stewardship
Kansas
$6.43M
EFS
712
Essex Financial Services
Connecticut
$6.41M
AWMG
713
ADG Wealth Management Group
Louisiana
$6.39M
WG
714
Watchman Group
Texas
$6.37M
GA
715
Goldstein Advisors
Wisconsin
$6.37M
FFWA
716
FRG Family Wealth Advisors
Washington
$6.34M
BOH
717
Bank of Hawaii
Hawaii
$6.32M
BCG
718
BayBridge Capital Group
California
$6.31M
IW
719
Integrated Wealthcare
North Carolina
$6.28M
HCM
720
Hicks Capital Management
Ohio
$6.27M
FF
721
Friedenthal Financial
New Jersey
$6.27M
DAS
722
Diversify Advisory Services
Utah
$6.26M
COPPSERS
723
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.25M
SPF
724
South Plains Financial
Texas
$6.21M
PMWMG
725
Parr McKnight Wealth Management Group
Minnesota
$6.2M