We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,632 hedge funds and large institutions have $82.5B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 1,085 increasing their positions, 912 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more first-time investments, than exits

New positions opened: 298 | 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: 2,4452,632 (+187)

7% more funds holding in top 10

Funds holding in top 10: 338363 (+25)

1.75% more ownership

Funds ownership: 78.76%80.51% (+1.8%)

4% more capital invested

Capital invested by funds: $79.2B → $82.5B (+$3.29B)

Holders
2,632
Holders Change
+187
Holders Change %
+7.65%
% of All Funds
32.02%
Holding in Top 10
363
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+7.4%
% of All Funds
4.42%
New
298
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
BFWM
1376
Bright Futures Wealth Management
New York
$1.25M +$8.52K +130 +0.7%
CCM
1377
Crew Capital Management
Ohio
$1.25M
VWM
1378
Venturi Wealth Management
Texas
$1.25M -$449K -6,855 -27%
BL
1379
Balentine LLC
Georgia
$1.25M -$2.95K -45 -0.2%
SIC
1380
Salem Investment Counselors
North Carolina
$1.25M -$36.9K -564 -3%
BHPW
1381
Box Hill Private Wealth
Arizona
$1.25M +$1.24M +18,876 New
MAM
1382
MMA Asset Management
Pennsylvania
$1.24M -$106K -1,615 -8%
AA
1383
Armis Advisers
Georgia
$1.24M -$36.9K -564 -3%
PTB
1384
Pioneer Trust Bank
Oregon
$1.23M
CIM
1385
Cambria Investment Management
California
$1.23M +$549K +8,376 +82%
G
1386
Gainplan
Michigan
$1.23M -$93.5K -1,427 -7%
CNBOF
1387
City National Bank of Florida
Florida
$1.22M -$43.4K -662 -3%
MCA
1388
Magnolia Capital Advisors
Mississippi
$1.22M +$202K +3,077 +20%
EAM
1389
Empirical Asset Management
Massachusetts
$1.22M -$3.41K -52 -0.3%
BWM
1390
Bernard Wealth Management
Michigan
$1.21M
BRPW
1391
Ballast Rock Private Wealth
South Carolina
$1.21M +$1.2M +18,362 New
WP
1392
Wealthspan Partners
Iowa
$1.21M -$466K -7,121 -28%
VCP
1393
Verus Capital Partners
Arizona
$1.2M +$321K +4,893 +37%
CCWM
1394
Cassaday & Co Wealth Management
Virginia
$1.2M +$61.7K +942 +5%
BW
1395
Basepoint Wealth
Iowa
$1.2M +$3.08K +47 +0.3%
AFO
1396
Allie Family Office
Florida
$1.19M
UWM
1397
Urban Wealth Management
California
$1.19M +$1.18M +18,000 New
APP
1398
Avantax Planning Partners
Iowa
$1.18M -$256K -3,911 -18%
RWS
1399
Retirement Wealth Solutions
Wisconsin
$1.18M +$53.8K +821 +5%
PIMG
1400
Patriot Investment Management Group
Tennessee
$1.18M