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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
SAS
1001
Stelac Advisory Services
New York
$2.66M +$23.1K +360 +0.9%
BA
1002
Brightwater Advisory
Florida
$2.65M +$43.5K +677 +2%
CP
1003
Covenant Partners
Tennessee
$2.64M +$544K +8,458 +26%
SOS
1004
Silver Oak Securities
Tennessee
$2.64M +$13K +203 +0.5%
NFP
1005
NorthLanding Financial Partners
New York
$2.64M -$120K -1,867 -4%
PG
1006
Patten Group
Tennessee
$2.63M -$267K -4,152 -9%
KIA
1007
KCM Investment Advisors
California
$2.62M +$17.4K +270 +0.7%
FWA
1008
FSC Wealth Advisors
New York
$2.61M +$386K +6,012 +18%
WWA
1009
WCG Wealth Advisors
Nevada
$2.6M -$14.4K -224 -0.6%
XF
1010
XML Financial
Maryland
$2.58M -$63K -980 -2%
HWMT
1011
Heritage Wealth Management (Texas)
Texas
$2.58M -$95.6K -1,488 -4%
LNWWM
1012
Laird Norton Wetherby Wealth Management
California
$2.57M -$551K -8,574 -18%
PCM
1013
Palisade Capital Management
New Jersey
$2.56M -$4.5K -70 -0.2%
AWP
1014
Ascent Wealth Partners
New York
$2.56M +$58.1K +904 +2%
CAL
1015
Capital Advisors Ltd
Ohio
$2.56M -$1.67K -26 -0.1%
CPRC
1016
Consolidated Portfolio Review Corp
New York
$2.54M -$423K -6,586 -14%
CNB
1017
Camden National Bank
Maine
$2.54M -$42.1K -655 -2%
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$2.53M +$179K +2,793 +8%
WCM
1019
Washburn Capital Management
Florida
$2.52M +$2.49M +38,690 New
W
1020
WorthPointe
California
$2.52M +$35.9K +559 +1%
FG
1021
Fairman Group
Pennsylvania
$2.51M -$374K -5,813 -13%
MIM
1022
Macroview Investment Management
Maryland
$2.5M -$21.7K -338 -0.9%
AF
1023
Apexium Financial
Texas
$2.5M -$217K -3,382 -8%
Prudential Financial
1024
Prudential Financial
New Jersey
$2.49M -$289K -4,500 -11%
GC
1025
Gilbert & Cook
Iowa
$2.48M +$1.22K +19 +0%

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.