IJH icon

iShares Core S&P Mid-Cap ETF

2,595 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 1,078 increasing their positions, 905 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:

5% more funds holding in top 10

Funds holding in top 10: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
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
CCA
701
Coign Capital Advisors
Utah
$6.62M
GWM
702
Global Wealth Management
New Jersey
$6.6M
HCM
703
Hengehold Capital Management
Ohio
$6.52M
CB
704
Centennial Bank
Arkansas
$6.52M
NBWM
705
North Berkeley Wealth Management
California
$6.51M
CSA
706
Cottage Street Advisors
Massachusetts
$6.5M
TFCP
707
Twin Focus Capital Partners
Massachusetts
$6.5M
LIA
708
Lynx Investment Advisory
District of Columbia
$6.49M
SCTC
709
Sanibel Captiva Trust Company
Florida
$6.48M
MCC
710
Money Concepts Capital
Florida
$6.45M
JWM
711
JPL Wealth Management
Colorado
$6.44M
SS
712
Sound Stewardship
Kansas
$6.43M
EFS
713
Essex Financial Services
Connecticut
$6.41M
AWMG
714
ADG Wealth Management Group
Louisiana
$6.39M
WG
715
Watchman Group
Texas
$6.37M
GA
716
Goldstein Advisors
Wisconsin
$6.37M
FFWA
717
FRG Family Wealth Advisors
Washington
$6.34M
BOH
718
Bank of Hawaii
Hawaii
$6.32M
BCG
719
BayBridge Capital Group
California
$6.31M
IW
720
Integrated Wealthcare
North Carolina
$6.28M
HCM
721
Hicks Capital Management
Ohio
$6.27M
FF
722
Friedenthal Financial
New Jersey
$6.27M
DAS
723
Diversify Advisory Services
Utah
$6.26M
COPPSERS
724
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.25M
SPF
725
South Plains Financial
Texas
$6.21M