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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
DIA
1351
Davidson Investment Advisors
Montana
$1.16M
EFP
1352
EnRich Financial Partners
Wisconsin
$1.16M +$3.47K +54 +0.3%
CCG
1353
Cypress Capital Group
Florida
$1.15M -$3.54K -55 -0.3%
CCMG
1354
Clark Capital Management Group
Pennsylvania
$1.14M +$292K +4,546 +35%
CIS
1355
Continental Investors Services
Washington
$1.14M -$144K -2,245 -11%
CCM
1356
Colorado Capital Management
Colorado
$1.14M
RPGK
1357
Retirement Planning Group (Kansas)
Kansas
$1.14M +$152K +2,362 +16%
WTA
1358
Washington Trust Advisors
Massachusetts
$1.14M +$54.6K +849 +5%
GPA
1359
Garrison Point Advisors
California
$1.14M +$6.75K +105 +0.6%
TCM
1360
Tufton Capital Management
Maryland
$1.14M -$19.7K -306 -2%
OCM
1361
One Capital Management
California
$1.14M -$48.4K -753 -4%
TIM
1362
Thompson Investment Management
Wisconsin
$1.13M +$110K +1,719 +11%
CL
1363
COWA LLC
Oklahoma
$1.13M +$79.2K +1,233 +8%
CCWM
1364
Cassaday & Co Wealth Management
Virginia
$1.13M +$10.3K +161 +0.9%
CKAIS
1365
Christensen King & Associates Investment Services
Washington
$1.13M +$12.9K +201 +1%
TWM
1366
Thrive Wealth Management
Pennsylvania
$1.13M +$67.5K +1,051 +6%
FFN
1367
Focus Financial Network
Minnesota
$1.13M +$38.2K +594 +4%
EIA
1368
Edgemoor Investment Advisors
Maryland
$1.12M -$72.3K -1,125 -6%
PP
1369
Patten & Patten
Tennessee
$1.12M +$781K +12,150 +240%
AT
1370
Arlington Trust
Alabama
$1.12M
FFA
1371
Fortune Financial Advisors
Kansas
$1.12M -$79.8K -1,241 -7%
MJRIC
1372
Mogy Joel R Investment Counsel
California
$1.12M -$28.9K -450 -3%
LSIA
1373
LaSalle St. Investment Advisors
Illinois
$1.12M +$98.3K +1,530 +10%
PWG
1374
Private Wealth Group
Florida
$1.12M
RWS
1375
Retirement Wealth Solutions
Wisconsin
$1.11M +$707 +11 +0.1%

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.