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
FWM
951
ForthRight Wealth Management
Georgia
$3.35M
NWMG
952
National Wealth Management Group
Ohio
$3.35M
FTC
953
Farmers Trust Company
Ohio
$3.32M
CWM
954
C2C Wealth Management
Arizona
$3.32M
CFFP
955
Center for Financial Planning
Michigan
$3.3M
MWM
956
MOR Wealth Management
Pennsylvania
$3.29M
SAM
957
Securian Asset Management
Minnesota
$3.29M
CA
958
Crumly & Associates
Illinois
$3.29M
PCMF
959
Private Capital Management (Florida)
Florida
$3.27M
EWA
960
EverSource Wealth Advisors
Alabama
$3.27M
PIA
961
Perennial Investment Advisors
California
$3.24M
OIS
962
Okabena Investment Services
Minnesota
$3.24M
AWM
963
Aureum Wealth Management
Florida
$3.22M
EFG
964
Embree Financial Group
Illinois
$3.22M
LI
965
LVZ Inc
Michigan
$3.21M
BONH
966
Bank of New Hampshire
New Hampshire
$3.2M
CB
967
Cadence Bank
Mississippi
$3.19M
GPI
968
General Partner Inc
Pennsylvania
$3.19M
SWA
969
SOA Wealth Advisors
New York
$3.18M
HCC
970
Hirtle Callaghan & Co
Pennsylvania
$3.17M
BMCM
971
Bryn Mawr Capital Management
Pennsylvania
$3.16M
RWPA
972
Richard W. Paul & Associates
Michigan
$3.16M
QWM
973
Quadcap Wealth Management
Texas
$3.15M
OC
974
Oakworth Capital
Alabama
$3.14M
PFW
975
Petros Family Wealth
Minnesota
$3.14M