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iShares Core S&P Mid-Cap ETF
IJH

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: $75.6B → $79.2B (+$3.54B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,435 → 2,446 (+11)

0.76% less ownership

Funds ownership: 79.53% → 78.77% (-0.76%)

6% less funds holding in top 10

Funds holding in top 10: 360 → 338 (-22)

Holders
2,446
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
32.11%
Holding in Top 10
338
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.11%
% 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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$315M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$177M
3
Wells Fargo
Wells Fargo
California
+$156M
4
LPL Financial
LPL Financial
California
+$113M
5
SPIA
Steward Partners Investment Advisory
New York
+$109M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$434M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$284M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$183M
4
LI
LVZ Inc
Michigan
-$65.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$65.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
76
SWF LLC
Nebraska
$122M – – –
FT
77
Fiduciary Trust
Massachusetts
$120M -$1.69M -26,371 -1%
AG
78
AlTi Global
New York
$119M -$50.8M -789,883 -30%
WT
79
Whittier Trust
California
$119M +$2.65M +41,190 +2%
FMII
80
Farmers & Merchants Investments Inc
Nebraska
$116M +$2.76M +42,995 +2%
BPWM
81
Badgley Phelps Wealth Managers
Washington
$112M +$1.26M +19,679 +1%
MGIA
82
Moneta Group Investment Advisors
Missouri
$111M +$4.08M +63,465 +4%
BF
83
BOK Financial
Oklahoma
$110M -$1.33M -20,738 -1%
AI
84
Accredited Investors
Minnesota
$108M -$25.2M -391,757 -19%
FLPIM
85
F.L. Putnam Investment Management
Massachusetts
$107M +$5.34M +83,052 +5%
AIM
86
Acropolis Investment Management
Missouri
$105M +$7.39M +115,031 +7%
LW
87
Linscomb Wealth
Texas
$104M +$164K +2,548 +0.2%
CI
88
Constellation Investments
Ohio
$98.2M -$40.8M -635,000 -30%
FIB
89
First Interstate Bank
Montana
$97.8M +$136K +2,113 +0.1%
LFS
90
Lutz Financial Services
Nebraska
$97.1M +$1.97M +30,630 +2%
Fidelity International
91
Fidelity International
Bermuda
$95.6M +$34.2M +532,646 +57%
RWB
92
RMR Wealth Builders
New Jersey
$94.7M +$4.48M +69,741 +5%
KA
93
Klingman & Associates
New York
$94.3M +$3.02M +46,972 +3%
M&T Bank
94
M&T Bank
New York
$94.1M -$8.48M -131,971 -8%
State Street
95
State Street
Massachusetts
$92.8M -$2.33M -36,186 -2%
CAM
96
Chandler Asset Management
California
$92.4M +$3.68M +57,285 +4%
Bessemer Group
97
Bessemer Group
New Jersey
$92.4M +$4.33M +67,424 +5%
LWMT
98
Legacy Wealth Management (Tennessee)
Tennessee
$89.8M -$830K -12,915 -0.9%
AIA
99
Ally Invest Advisors
North Carolina
$89.7M +$2.27M +35,272 +3%
SFG
100
Sage Financial Group
Pennsylvania
$89.7M +$3.27M +50,813 +4%
2 3
4
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