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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
TYCC
1401
Texas Yale Capital Corp
Florida
$1.04M +$27.1K +421 +3%
AP
1402
Appleton Partners
Massachusetts
$1.04M -$12.5K -195 -1%
WCG
1403
Weaver Consulting Group
California
$1.04M -$6.3K -98 -0.6%
DWP
1404
Destiny Wealth Partners
Florida
$1.04M +$41.6K +648 +4%
WC
1405
Westhampton Capital
North Carolina
$1.04M +$964 +15 +0.1%
BIAS
1406
Beacon Investment Advisory Services
New Jersey
$1.03M +$38.6K +600 +4%
TWM
1407
Trueblood Wealth Management
Ohio
$1.03M +$26.2K +407 +3%
EAM
1408
Evanson Asset Management
California
$1.03M -$39.7K -618 -4%
KW
1409
KWB Wealth
California
$1.03M -$470K -7,317 -31%
TFGT
1410
TS Financial Group (TSFG)
Illinois
$1.03M -$125K -1,939 -11%
CWG
1411
Cornerstone Wealth Group
North Carolina
$1.02M -$6.94K -108 -0.7%
OPA
1412
Old Port Advisors
Maine
$1.02M -$27.8K -433 -3%
FSWA
1413
Financial Synergies Wealth Advisors
Texas
$1.02M +$2.63K +41 +0.3%
SWA
1414
Strata Wealth Advisors
Texas
$1.02M -$4.18K -65 -0.4%
ACG
1415
Allen Capital Group
Nebraska
$1.02M -$41.8K -650 -4%
OWP
1416
ORG Wealth Partners
Texas
$1.02M +$15.4K +240 +2%
DWM
1417
Daner Wealth Management
Georgia
$1.01M
IC
1418
Innealta Capital
Texas
$1.01M -$80.3K -1,250 -7%
C
1419
Certuity
Florida
$1.01M +$69.1K +1,076 +7%
CPC
1420
Consolidated Planning Corp
Georgia
$1.01M +$114K +1,769 +13%
1WM
1421
1900 Wealth Management
Texas
$1.01M -$568K -8,846 -36%
ABTD
1422
Arvest Bank Trust Division
Oklahoma
$1.01M
KA
1423
Kooman & Associates
Pennsylvania
$1.01M +$31K +483 +3%
MCA
1424
Magnolia Capital Advisors
Mississippi
$1.01M +$10.2K +158 +1%
PL
1425
Plancorp LLC
Missouri
$1.01M -$35.5K -553 -3%

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.