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
IAS
1201
Investment Advisory Services
Texas
$1.87M -$142K -2,169 -7%
DWG
1202
Darden Wealth Group
Michigan
$1.87M -$72.9K -1,113 -4%
CAMG
1203
CWA Asset Management Group
Florida
$1.86M -$20.8K -317 -1%
RCG
1204
Regatta Capital Group
California
$1.86M -$45.5K -694 -2%
EGWAG
1205
Elwood & Goetz Wealth Advisory Group
Georgia
$1.86M -$14.5K -221 -0.8%
AFC
1206
AFT Forsyth & Company
Florida
$1.86M +$3.21K +49 +0.2%
KJHP
1207
K.J. Harrison & Partners
Ontario, Canada
$1.85M
WWC
1208
Waypoint Wealth Counsel
Georgia
$1.84M -$51.1K -780 -3%
CBB
1209
Citizens Business Bank
California
$1.84M -$76.5K -1,168 -4%
NSAM
1210
North Star Asset Management
Wisconsin
$1.83M +$37.5K +573 +2%
CIR
1211
Clear Investment Research
Georgia
$1.83M -$142K -2,175 -7%
USCWA
1212
U.S. Capital Wealth Advisors
Texas
$1.82M +$9.56K +146 +0.5%
IP
1213
Investment Partners
Ohio
$1.82M -$90.7K -1,384 -5%
WA
1214
WP Advisors
California
$1.82M +$8.91K +136 +0.5%
IAIM
1215
International Assets Investment Management
Florida
$1.82M +$420K +6,417 +30%
RSEWM
1216
River's Edge Wealth Management
Pennsylvania
$1.81M +$1.67M +25,449 New
CFG
1217
Cooper Financial Group
California
$1.8M +$37.8K +577 +2%
HA
1218
Huntleigh Advisors
Missouri
$1.8M +$165K +2,526 +10%
RWMG
1219
Redwood Wealth Management Group
New Jersey
$1.8M -$35K -534 -2%
1IA
1220
1834 Investment Advisors
Wisconsin
$1.79M -$37.6K -574 -2%
HBT
1221
Hills Bank & Trust
Iowa
$1.77M +$44.7K +682 +3%
CWM
1222
Calamos Wealth Management
Illinois
$1.77M +$65K +992 +4%
SFG
1223
SevenBridge Financial Group
Pennsylvania
$1.76M -$7.93K -121 -0.5%
TNBTD
1224
Trustmark National Bank Trust Department
Mississippi
$1.76M +$40.9K +624 +2%
PWA
1225
Peterson Wealth Advisors
Utah
$1.76M -$22.3K -341 -1%