We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,631 hedge funds and large institutions have $82.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,085 increasing their positions, 912 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 64

182% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.9M

19% more repeat investments, than reductions

Existing positions increased: 1,085 | Existing positions reduced: 912

8% more funds holding

Funds holding: 2,4452,631 (+186)

7% more funds holding in top 10

Funds holding in top 10: 338363 (+25)

1.74% more ownership

Funds ownership: 78.76%80.5% (+1.7%)

4% more capital invested

Capital invested by funds: $79.2B → $82.4B (+$3.28B)

Holders
2,631
Holders Change
+186
Holders Change %
+7.61%
% of All Funds
32.01%
Holding in Top 10
363
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+7.4%
% of All Funds
4.42%
New
297
Increased
1,085
Reduced
912
Closed
64
Calls
$30.9M
Puts
$10.9M
Net Calls
+$19.9M
Net Calls Change
-$7.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1126
Bedel Financial Consulting
Indiana
$2.17M -$76.6K -1,169 -3%
MCM
1127
Maple Capital Management
Vermont
$2.16M -$51.2K -782 -2%
SAM
1128
Smartleaf Asset Management
Massachusetts
$2.16M +$162K +2,468 +8%
KBFS
1129
Kohmann Bosshard Financial Services
Ohio
$2.16M +$25.8K +394 +1%
TP
1130
Tranquility Partners
Tennessee
$2.16M -$34.9K -533 -2%
FHC
1131
First Heartland Consultants
Missouri
$2.15M +$102K +1,563 +5%
PTC
1132
Philadelphia Trust Company
Pennsylvania
$2.15M
CMAI
1133
Capital Management Associates Inc
Minnesota
$2.15M +$438K +6,682 +26%
IA
1134
IFC Advisors
California
$2.14M -$1.72M -26,212 -45%
WCM
1135
Washburn Capital Management
Florida
$2.14M -$413K -6,305 -16%
CA
1136
Continuum Advisory
Idaho
$2.13M -$85.2K -1,301 -4%
EB
1137
Exchange Bank
California
$2.13M -$22.9K -350 -1%
BFW
1138
Brady Family Wealth
Missouri
$2.13M -$45.5K -695 -2%
TIAM2
1139
Tru Independence Asset Management 2
Oregon
$2.13M +$586K +8,942 +38%
CSIC
1140
Clifford Swan Investment Counsel
California
$2.13M -$66 -1 -0%
BAAM
1141
Baker Avenue Asset Management
California
$2.13M -$119K -1,822 -5%
SCA
1142
St. Clair Advisors
Ohio
$2.13M +$3.14K +48 +0.1%
RWM
1143
Rialto Wealth Management
New York
$2.12M -$21.3K -325 -1%
GFG
1144
Greystone Financial Group
Michigan
$2.11M -$1.79M -27,323 -46%
AWP
1145
Axis Wealth Partners
Rhode Island
$2.11M -$712K -10,862 -25%
KOMWMG
1146
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.1M -$165K -2,521 -7%
LC
1147
LCNB Corp
Ohio
$2.1M +$28.2K +430 +1%
IAA
1148
Independent Advisor Alliance
North Carolina
$2.1M +$69K +1,053 +3%
BWM
1149
BigSur Wealth Management
Florida
$2.1M
PJSIMP
1150
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.09M -$83.3K -1,271 -4%