IJH icon

iShares Core S&P Mid-Cap ETF

2,417 hedge funds and large institutions have $75.6B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 962 increasing their positions, 988 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.46% more ownership

Funds ownership: 78.98%79.44% (+0.46%)

3% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 988

2% less funds holding in top 10

Funds holding in top 10: 365358 (-7)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
358
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.1M
Puts
$6.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
1151
Investment Partners
Ohio
$1.79M
WWC
1152
Waypoint Wealth Counsel
Georgia
$1.78M
PWA
1153
Peterson Wealth Advisors
Utah
$1.78M
EGWAG
1154
Elwood & Goetz Wealth Advisory Group
Georgia
$1.78M
FHC
1155
First Heartland Consultants
Missouri
$1.78M
DWG
1156
Darden Wealth Group
Michigan
$1.78M
IAA
1157
Independent Advisor Alliance
North Carolina
$1.77M
AA
1158
Ashford Advisors
New York
$1.76M
ZF
1159
Zhang Financial
Michigan
$1.75M
GJIA
1160
Glass Jacobson Investment Advisors
Maryland
$1.74M
AFC
1161
AFT Forsyth & Company
Florida
$1.74M
BAM
1162
Berkshire Asset Management
Pennsylvania
$1.74M
KJHP
1163
K.J. Harrison & Partners
Ontario, Canada
$1.74M
TFS
1164
Thoroughbred Financial Services
Tennessee
$1.74M
FAM
1165
Forte Asset Management
New York
$1.73M
SS
1166
Sunbelt Securities
Texas
$1.73M
RWMG
1167
Redwood Wealth Management Group
New Jersey
$1.72M
AAG
1168
Armstrong Advisory Group
Massachusetts
$1.71M
MWS
1169
MFA Wealth Services
California
$1.7M
WA
1170
WP Advisors
California
$1.7M
V
1171
VeraBank
Texas
$1.69M
GI
1172
Gradient Investments
Minnesota
$1.68M
HBT
1173
Hills Bank & Trust
Iowa
$1.68M
EWM
1174
Empirical Wealth Management
Washington
$1.67M
TSW
1175
Three Seasons Wealth
Utah
$1.66M