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
GI
1301
GS Investments
Minnesota
$1.46M -$12.6K -193 -0.9%
CFA
1302
CWS Financial Advisors
Michigan
$1.45M +$4.85K +74 +0.3%
SCM
1303
SB Capital Management
California
$1.45M +$1.44M +21,969 New
TR
1304
Tepp RIA
New Jersey
$1.45M -$22K -336 -2%
IFO
1305
Independent Family Office
New York
$1.44M
PFG
1306
Pinnacle Financial Group
Illinois
$1.44M -$7.66K -117 -0.5%
TCOT
1307
Trust Company of Toledo
Ohio
$1.44M -$169K -2,587 -11%
BPC
1308
Bearing Point Capital
Minnesota
$1.44M
BWP
1309
Burling Wealth Partners
Illinois
$1.44M +$796K +12,157 +126%
MAM
1310
MWA Asset Management
Massachusetts
$1.43M -$5.04K -77 -0.4%
RWM
1311
Ritholtz Wealth Management
New York
$1.43M -$15.9K -243 -1%
MWAM
1312
Manhattan West Asset Management
California
$1.43M -$94.3K -1,439 -6%
STA
1313
Smith Thornton Advisors
Alabama
$1.43M +$2.42K +37 +0.2%
MCM
1314
Massar Capital Management
Connecticut
$1.42M +$1.41M +21,540 New
DT
1315
DV Trading
Illinois
$1.42M +$1.41M +21,528 New
AAG
1316
Armstrong Advisory Group
Massachusetts
$1.42M -$227K -3,461 -14%
DIA
1317
Dana Investment Advisors
Wisconsin
$1.42M
FFG
1318
Fortress Financial Group
Minnesota
$1.41M +$18.1K +277 +1%
BPWM
1319
BCS Private Wealth Management
New Jersey
$1.4M -$18.3K -280 -1%
KCPG
1320
Kavar Capital Partners Group
Kansas
$1.4M
FFW
1321
Fusion Family Wealth
New York
$1.4M +$13.4K +205 +1%
MI
1322
Moneywise Inc
Virginia
$1.39M -$56.1K -856 -4%
LC
1323
Lincoln Capital
Nebraska
$1.38M -$2.36K -36 -0.2%
CWA
1324
Continuum Wealth Advisors
New York
$1.38M -$25.2K -385 -2%
SWM
1325
Shakespeare Wealth Management
Wisconsin
$1.38M -$2.62K -40 -0.2%