IJH icon

iShares Core S&P Mid-Cap ETF

2,396 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, 1,108 increasing their positions, 852 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 2,4412,396 (-45)

6% less funds holding in top 10

Funds holding in top 10: 388365 (-23)

8% less capital invested

Capital invested by funds: $77.2B → $70.8B (-$6.41B)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
365
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.4M
Puts
$8.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1301
Carolinas Wealth Consulting
North Carolina
$1.21M
SFG
1302
Stonebridge Financial Group
Pennsylvania
$1.21M
SAM
1303
S.A. Mason
Michigan
$1.21M
FFA
1304
First Foundation Advisors
California
$1.2M
SIC
1305
Salem Investment Counselors
North Carolina
$1.2M
CCWM
1306
Correct Capital Wealth Management
Missouri
$1.2M
TWP
1307
Triad Wealth Partners
Kansas
$1.2M
SC
1308
Sapient Capital
Indiana
$1.2M
CP
1309
Creekside Partners
California
$1.19M
NBWM
1310
North Berkeley Wealth Management
California
$1.19M
APP
1311
Avantax Planning Partners
Iowa
$1.18M
WP
1312
WealthShield Partners
North Carolina
$1.18M
LSA
1313
Lansing Street Advisors
Pennsylvania
$1.18M
CWS
1314
Confluence Wealth Services
Pennsylvania
$1.18M
ESB
1315
Essex Savings Bank
Connecticut
$1.18M
PFG
1316
PAX Financial Group
Texas
$1.18M
CWA
1317
Continuum Wealth Advisors
New York
$1.18M
LA
1318
Legacy Advisors
Pennsylvania
$1.17M
CIS
1319
Continental Investors Services
Washington
$1.16M
A
1320
Argentarii
Ohio
$1.16M
ACG
1321
Allen Capital Group
Nebraska
$1.15M
RA
1322
Ruggaard & Associates
Ohio
$1.15M
TWM
1323
Thrive Wealth Management
Pennsylvania
$1.15M
FNA
1324
First National Advisers
Nebraska
$1.15M
KHC
1325
Koesten Hirschmann & Crabtree
Kansas
$1.14M