IJH icon

iShares Core S&P Mid-Cap ETF

2,391 hedge funds and large institutions have $70.8B invested in iShares Core S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,104 increasing their positions, 851 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,391
Holders Change
-45
Holders Change %
-1.85%
% of All Funds
32.47%
Holding in Top 10
364
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-5.94%
% of All Funds
4.94%
New
120
Increased
1,104
Reduced
851
Closed
119
Calls
$32.4M
Puts
$8.43M
Net Calls
+$23.9M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LNB
1276
Ledyard National Bank
$1.26M +$13.7K +234 +1%
SCM
1277
Sage Capital Management
New Jersey
$1.26M +$3.09K +53 +0.2%
CCA
1278
Clearwater Capital Advisors
Illinois
$1.26M -$111K -1,908 -8%
BLC
1279
Brown, Lisle/Cummings
Rhode Island
$1.26M +$108K +1,847 +9%
OC
1280
Oarsman Capital
Wisconsin
$1.26M -$36.5K -626 -3%
CG
1281
Cynosure Group
Utah
$1.26M -$2.71M -46,397 -68%
KCPG
1282
Kavar Capital Partners Group
Kansas
$1.25M
TIM
1283
Tortoise Investment Management
New York
$1.25M
IPW
1284
Invictus Private Wealth
Colorado
$1.25M -$17.6K -302 -1%
Russell Investments Group
1285
Russell Investments Group
United Kingdom
$1.25M +$97.2K +1,665 +8%
AWA
1286
ARQ Wealth Advisors
Arizona
$1.25M -$136K -2,325 -10%
TW
1287
TritonPoint Wealth
Maryland
$1.25M -$13.3K -228 -1%
WMP
1288
Wealth Management Partners
Arizona
$1.24M -$467 -8 -0%
DI
1289
Disciplined Investments
Oklahoma
$1.23M -$8.05K -138 -0.6%
SAM
1290
Smartleaf Asset Management
Massachusetts
$1.23M +$85.1K +1,462 +7%
Legal & General Group
1291
Legal & General Group
United Kingdom
$1.23M +$134K +2,300 +12%
SWM
1292
Shakespeare Wealth Management
Wisconsin
$1.23M -$48.1K -824 -4%
MWA
1293
Motive Wealth Advisors
Michigan
$1.23M -$137K -2,352 -10%
DWM
1294
Diversify Wealth Management
Utah
$1.22M +$2.57K +45 +0.2%
TIAM2
1295
Tru Independence Asset Management 2
Oregon
$1.22M +$315K +5,381 +35%
SWA
1296
Strata Wealth Advisors
Texas
$1.21M +$303K +5,201 +33%
WPW
1297
Watershed Private Wealth
Illinois
$1.21M +$168K +2,874 +16%
CWC
1298
Carolinas Wealth Consulting
North Carolina
$1.21M +$47.1K +807 +4%
SFG
1299
Stonebridge Financial Group
Pennsylvania
$1.21M +$183K +3,143 +18%
SAM
1300
S.A. Mason
Michigan
$1.21M +$56.7K +972 +5%