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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
AWA
1251
ARQ Wealth Advisors
Arizona
$1.45M +$51.2K +796 +4%
ST
1252
Spinnaker Trust
Maine
$1.45M +$4.18K +65 +0.3%
WE
1253
Wealth Effects
Massachusetts
$1.44M
PFG
1254
Pinnacle Financial Group
Illinois
$1.44M -$9.19K -143 -0.6%
DW
1255
Dodds Wealth
Colorado
$1.43M -$13.2K -206 -0.9%
DACG
1256
Donor Advised Charitable Giving
California
$1.43M -$500K -7,779 -26%
MI
1257
Moneywise Inc
Virginia
$1.43M -$42.2K -656 -3%
CFA
1258
CWS Financial Advisors
Michigan
$1.43M -$7.2K -112 -0.5%
IFO
1259
Independent Family Office
New York
$1.43M -$501K -7,800 -26%
RWM
1260
Ritholtz Wealth Management
New York
$1.43M -$514 -8 -0%
APP
1261
Avantax Planning Partners
Iowa
$1.43M +$118K +1,837 +9%
BPC
1262
Bearing Point Capital
Minnesota
$1.42M
MAM
1263
MWA Asset Management
Massachusetts
$1.42M +$4.18K +65 +0.3%
TW
1264
TritonPoint Wealth
Maryland
$1.42M -$3.21K -50 -0.2%
FGA
1265
Fortis Group Advisors
New Jersey
$1.42M -$13.1K -204 -0.9%
KFGK
1266
Keystone Financial Group (Kentucky)
Kentucky
$1.41M -$30.3K -471 -2%
CWS
1267
Confluence Wealth Services
Pennsylvania
$1.41M -$8.35K -130 -0.6%
AWA
1268
Arete Wealth Advisors
Illinois
$1.41M +$185K +2,875 +15%
BCM
1269
Basso Capital Management
Connecticut
$1.41M +$182K +2,825 +15%
STA
1270
Smith Thornton Advisors
Alabama
$1.41M
FIA
1271
Foundations Investment Advisors
Arizona
$1.41M +$55.1K +857 +4%
BPWM
1272
BCS Private Wealth Management
New Jersey
$1.41M +$290K +4,510 +26%
DIA
1273
Dana Investment Advisors
Wisconsin
$1.4M
ETC
1274
Exchange Traded Concepts
Oklahoma
$1.39M -$240K -3,730 -15%
CWA
1275
Continuum Wealth Advisors
New York
$1.39M +$90K +1,400 +7%

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.