IJH icon

iShares Core S&P Mid-Cap ETF

2,580 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 1,074 increasing their positions, 902 reducing their positions, and 64 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
SF
1001
SWP Financial
California
$2.86M
WJA
1002
Willis Johnson & Associates
Texas
$2.86M
VIM
1003
Vista Investment Management
Pennsylvania
$2.85M
KP
1004
Keel Point
Alabama
$2.85M
HIA
1005
HTG Investment Advisors
Connecticut
$2.83M
SW
1006
SVB Wealth
Massachusetts
$2.82M
TFG
1007
Taylor Financial Group
Virginia
$2.81M
CCP
1008
Cushing Capital Partners
Wisconsin
$2.8M
Deutsche Bank
1009
Deutsche Bank
Germany
$2.8M
NPFS
1010
Novak & Powell Financial Services
Florida
$2.78M
Koshinski Asset Management
1011
Koshinski Asset Management
Illinois
$2.78M
BA
1012
Brightwater Advisory
Florida
$2.78M
EI
1013
Ellevest Inc
New York
$2.78M
AF
1014
Amara Financial
California
$2.77M
RWM
1015
Rockwood Wealth Management
Pennsylvania
$2.75M
PGWM
1016
Pitti Group Wealth Management
New York
$2.75M
SIAS
1017
Summit Investment Advisory Services
Minnesota
$2.75M
AssetMark Inc
1018
AssetMark Inc
California
$2.74M
SOS
1019
Silver Oak Securities
Tennessee
$2.73M
FCA
1020
FLC Capital Advisors
California
$2.72M
LL
1021
LPWM LLC
Minnesota
$2.72M
DPI
1022
Diversified Portfolios Inc
Michigan
$2.72M
UF
1023
Univest Financial
Pennsylvania
$2.71M
SF
1024
Symphony Financial
Texas
$2.71M
TWG
1025
The Wealth Group
Minnesota
$2.71M