We are live on ! Find out more
IJH icon

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
VIM
976
Vista Investment Management
Pennsylvania
$2.81M -$7.97K -124 -0.3%
ATWA
977
Arbor Trust Wealth Advisors
Michigan
$2.8M -$210K -3,269 -7%
AWP
978
Axis Wealth Partners
Rhode Island
$2.8M -$630K -9,808 -19%
GWM
979
Geneos Wealth Management
Colorado
$2.78M -$391K -6,078 -12%
OIS
980
Okabena Investment Services
Minnesota
$2.78M +$2.05M +31,874 +297%
OA
981
Operose Advisors
Wisconsin
$2.78M +$88.4K +1,376 +3%
Koshinski Asset Management
982
Koshinski Asset Management
Illinois
$2.77M +$34.8K +541 +1%
AF
983
Amara Financial
California
$2.77M +$142K +2,216 +6%
EI
984
Ellevest Inc
New York
$2.76M +$40K +623 +1%
TFG
985
Taylor Financial Group
Virginia
$2.76M +$150K +2,331 +6%
WCWM
986
Willow Creek Wealth Management
California
$2.76M +$707 +11 +0%
EW
987
Evoke Wealth
California
$2.74M +$632K +9,834 +31%
NPFS
988
Novak & Powell Financial Services
Florida
$2.74M +$813K +12,656 +43%
GHA
989
GW Henssler & Associates
Georgia
$2.74M -$14.8K -231 -0.5%
SIAS
990
Summit Investment Advisory Services
Minnesota
$2.72M -$25.3K -394 -0.9%
BMWM
991
Brown Miller Wealth Management
Virginia
$2.72M +$117K +1,817 +5%
FCA
992
FLC Capital Advisors
California
$2.72M +$27.4K +427 +1%
UF
993
Univest Financial
Pennsylvania
$2.72M -$307K -4,772 -10%
PGWM
994
Pitti Group Wealth Management
New York
$2.7M +$76.9K +1,197 +3%
DPI
995
Diversified Portfolios Inc
Michigan
$2.7M +$33.4K +519 +1%
GAM
996
GEM Asset Management
Michigan
$2.7M +$25.2K +392 +1%
RSF
997
Rik Saylor Financial
Ohio
$2.69M -$5.46K -85 -0.2%
TWG
998
The Wealth Group
Minnesota
$2.69M -$171K -2,659 -6%
PFW
999
Petros Family Wealth
Minnesota
$2.69M +$23.8K +370 +0.9%
CFO
1000
Colony Family Offices
North Carolina
$2.67M -$2.63M -40,862 -50%

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.