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
SGK
1001
Steigerwald Gordon & Koch
Virginia
$2.9M
DFA
1002
Delta Financial Advisors
Louisiana
$2.88M
MTIC
1003
Missouri Trust & Investment Company
Missouri
$2.88M
PIA
1004
Polaris Investment Advisors
Massachusetts
$2.87M
SF
1005
SWP Financial
California
$2.86M
WJA
1006
Willis Johnson & Associates
Texas
$2.86M
VIM
1007
Vista Investment Management
Pennsylvania
$2.85M
KP
1008
Keel Point
Alabama
$2.85M
HIA
1009
HTG Investment Advisors
Connecticut
$2.83M
SW
1010
SVB Wealth
Massachusetts
$2.82M
TFG
1011
Taylor Financial Group
Virginia
$2.81M
CCP
1012
Cushing Capital Partners
Wisconsin
$2.8M
Deutsche Bank
1013
Deutsche Bank
Germany
$2.8M
NPFS
1014
Novak & Powell Financial Services
Florida
$2.78M
Koshinski Asset Management
1015
Koshinski Asset Management
Illinois
$2.78M
BA
1016
Brightwater Advisory
Florida
$2.78M
EI
1017
Ellevest Inc
New York
$2.78M
AF
1018
Amara Financial
California
$2.77M
RWM
1019
Rockwood Wealth Management
Pennsylvania
$2.75M
PGWM
1020
Pitti Group Wealth Management
New York
$2.75M
SIAS
1021
Summit Investment Advisory Services
Minnesota
$2.75M
AssetMark Inc
1022
AssetMark Inc
California
$2.74M
SOS
1023
Silver Oak Securities
Tennessee
$2.73M
FCA
1024
FLC Capital Advisors
California
$2.72M
LL
1025
LPWM LLC
Minnesota
$2.72M