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
CNBT
1026
Canandaigua National Bank & Trust
New York
$2.48M -$1.28K -20 -0.1%
LWM
1027
Lyell Wealth Management
California
$2.46M -$156K -2,425 -6%
SC
1028
SouthState Corp
Florida
$2.44M -$1.44M -22,406 -37%
GM
1029
GeoWealth Management
Illinois
$2.44M +$1.98M +30,834 +475%
MWM
1030
MY Wealth Management
Maryland
$2.43M -$49.2K -765 -2%
OC
1031
Opinicus Capital
Florida
$2.42M -$30.5K -475 -1%
FP
1032
Factorial Partners
New York
$2.41M +$2.38M +37,000 New
LFP
1033
Lakeshore Financial Planning
Michigan
$2.41M -$16.4K -255 -0.7%
FWP
1034
FAS Wealth Partners
Kansas
$2.41M +$37K +575 +2%
TA
1035
TFB Advisors
Kansas
$2.4M +$339K +5,282 +17%
AssetMark Inc
1036
AssetMark Inc
California
$2.4M +$280K +4,361 +13%
FWP
1037
Forefront Wealth Partners
Texas
$2.39M +$387K +6,028 +20%
TW
1038
Towerpoint Wealth
California
$2.39M -$70.4K -1,096 -3%
ASW
1039
Astoria Strategic Wealth
Texas
$2.39M -$12.9K -200 -0.5%
Fisher Asset Management
1040
Fisher Asset Management
Washington
$2.38M +$1.07M +16,578 +83%
B
1041
Bensler
Washington
$2.37M -$63.2K -984 -3%
MKW
1042
Mullaney, Keating & Wright
Connecticut
$2.36M +$48.8K +759 +2%
EFL
1043
ERn Financial LLC
Wisconsin
$2.35M -$236K -3,676 -9%
RWM
1044
Rockwood Wealth Management
Pennsylvania
$2.34M -$430K -6,688 -16%
EW
1045
Enzi Wealth
Texas
$2.34M -$11K -171 -0.5%
GAM
1046
Gotham Asset Management
New York
$2.33M +$32.4K +504 +1%
GI
1047
GAMMA Investing
California
$2.33M +$181K +2,813 +9%
BFM
1048
Broadview Financial Management
Wisconsin
$2.33M -$1.8K -28 -0.1%
CCFM
1049
Clear Creek Financial Management
Washington
$2.33M +$1.21M +18,873 +112%
SAM
1050
Sherman Asset Management
California
$2.33M

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.