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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: $75.7B → $79.2B (+$3.53B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4362,446 (+10)

0.77% less ownership

Funds ownership: 79.54%78.77% (-0.77%)

6% less funds holding in top 10

Funds holding in top 10: 361338 (-23)

Holders
2,446
Holders Change
+10
Holders Change %
+0.41%
% of All Funds
32.1%
Holding in Top 10
338
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-6.37%
% 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
SWA
926
SOA Wealth Advisors
New York
$3.32M -$452K -7,028 -12%
PCA
927
Providence Capital Advisors
North Carolina
$3.32M +$181K +2,809 +6%
CWM
928
C2C Wealth Management
Arizona
$3.32M -$7.58K -118 -0.2%
ANC
929
Ames National Corp
Iowa
$3.29M +$220K +3,424 +7%
QWM
930
Quadcap Wealth Management
Texas
$3.28M -$51.8K -806 -2%
SF
931
Symphony Financial
Texas
$3.25M +$56.8K +884 +2%
CA
932
Crumly & Associates
Illinois
$3.25M -$61.1K -951 -2%
CFFP
933
Center for Financial Planning
Michigan
$3.23M -$52.8K -821 -2%
CIC
934
Carnegie Investment Counsel
Ohio
$3.23M -$175K -2,717 -5%
AWM
935
AE Wealth Management
Kansas
$3.21M +$197K +3,067 +7%
NA
936
Nordwand Advisors
Pennsylvania
$3.2M -$308K -4,798 -9%
CBT
937
CoreFirst Bank & Trust
Kansas
$3.18M +$83.2K +1,295 +3%
PCMF
938
Private Capital Management (Florida)
Florida
$3.18M +$312K +4,856 +11%
CA
939
Claro Advisors
Massachusetts
$3.16M -$206K -3,199 -6%
GPI
940
General Partner Inc
Pennsylvania
$3.15M
CG
941
Caprock Group
Idaho
$3.15M +$3.11M +48,366 New
EWA
942
EverSource Wealth Advisors
Alabama
$3.14M +$737K +11,471 +31%
RA
943
RFG Advisory
Alabama
$3.14M +$638K +9,926 +26%
OC
944
Oakworth Capital
Alabama
$3.13M +$707 +11 +0%
RWPA
945
Richard W. Paul & Associates
Michigan
$3.13M +$51.5K +802 +2%
BMCM
946
Bryn Mawr Capital Management
Pennsylvania
$3.12M -$79.9K -1,244 -3%
PPWP
947
Premier Path Wealth Partners
New Jersey
$3.08M +$192K +2,980 +7%
FCH
948
Freestone Capital Holdings
Washington
$3.08M +$2.07M +32,174 +215%
MSAM
949
Moloney Securities Asset Management
Missouri
$3.07M -$778K -12,109 -20%
CNWM
950
Clay Northam Wealth Management
California
$3.07M +$252K +3,925 +9%

IJH Hedge Fund Activity: Q3 2025 in Review

2,446 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2025, worth a combined $79.2B — up 4.7% from $75.7B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new IJH positions and 73 closed out — a net gain of 56 holders — while 982 added to existing stakes and 964 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $315M. The largest seller was Corient Private Wealth, cutting an estimated $434M.

  • 2,446 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2025, up from 2,436 in Q2 2025.
  • Funds reported $79.2B of iShares Core S&P Mid-Cap ETF stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 129 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2025 and 73 closed out, a net change of +56 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2025 was Fidelity Investments, an estimated $315M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2025 was Corient Private Wealth, an estimated $434M sold.

Based on aggregated 13F filings for Q3 2025.