IJH icon

iShares Core S&P Mid-Cap ETF

2,417 hedge funds and large institutions have $75.6B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 962 increasing their positions, 988 reducing their positions, and 87 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 funds holding

Funds holding:

0.46% more ownership

Funds ownership: 78.98%79.44% (+0.46%)

3% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 988

2% less funds holding in top 10

Funds holding in top 10: 365358 (-7)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
358
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
CWM
776
Castle Wealth Management
Florida
$4.93M
MWA
777
Merkkuri Wealth Advisors
New York
$4.92M
TL
778
Tradewinds LLC
North Carolina
$4.92M
BC
779
Bricktown Capital
Michigan
$4.9M
SFMG
780
Sage Financial Management Group
Virginia
$4.89M
TCA
781
Transcend Capital Advisors
New Jersey
$4.87M
CW
782
CreativeOne Wealth
Kansas
$4.86M
IAG
783
Investment Advisory Group
Massachusetts
$4.85M
PMWMG
784
Parr McKnight Wealth Management Group
Minnesota
$4.85M
PFGIA
785
Patriot Financial Group Insurance Agency
Massachusetts
$4.85M
JSSH
786
J. Safra Sarasin Holding
$4.85M
PCM
787
Perritt Capital Management
Illinois
$4.82M
SCG
788
Sonata Capital Group
Washington
$4.81M
MCA
789
MSH Capital Advisors
Arizona
$4.8M
BCM
790
Brookstone Capital Management
Illinois
$4.79M
BWP
791
BSW Wealth Partners
Colorado
$4.77M
SFB
792
STAR Financial Bank
Indiana
$4.77M
FPW
793
Flywheel Private Wealth
California
$4.77M
CAGAS
794
Capital Advisory Group Advisory Services
Minnesota
$4.76M
FA
795
Flagstar Advisors
New York
$4.74M
FFS
796
Founders Financial Securities
Maryland
$4.73M
R
797
Rebalance
California
$4.73M
TCOO
798
Trust Company of Oklahoma
Oklahoma
$4.73M
PCM
799
Parsons Capital Management
Rhode Island
$4.72M
FPCG
800
Forum Private Client Group
Indiana
$4.72M