IJH icon

iShares Core S&P Mid-Cap ETF

2,404 hedge funds and large institutions have $75.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 957 increasing their positions, 986 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 2,3962,404 (+8)

3% less repeat investments, than reductions

Existing positions increased: 957 | Existing positions reduced: 986

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.1M
Puts
$6.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1426
Hollencrest Capital Management
California
$941K
HA
1427
HFG Advisors
Ohio
$940K
RPGK
1428
Retirement Planning Group (Kansas)
Kansas
$939K
OAS
1429
Optivise Advisory Services
Tennessee
$938K
WA
1430
WBH Advisory
Maryland
$937K
PCG
1431
Prosperity Consulting Group
Maryland
$936K
PWP
1432
Principle Wealth Partners
Connecticut
$936K
IIM
1433
Ipswich Investment Management
Massachusetts
$934K
AWM
1434
Ameliora Wealth Management
Switzerland
$931K
COCM
1435
Charter Oak Capital Management
New Hampshire
$928K
KA
1436
Kooman & Associates
Pennsylvania
$927K
FCH
1437
Freestone Capital Holdings
Washington
$927K
PJWM
1438
Philip James Wealth Mangement
Georgia
$927K
GAM
1439
Gemmer Asset Management
California
$924K
SHJ
1440
Sharkey, Howes & Javer
Colorado
$922K
GSEP
1441
Golden State Equity Partners
California
$918K
WDG
1442
Wealth Dimensions Group
Ohio
$918K
SW
1443
SteelPeak Wealth
California
$913K
PWMG
1444
Private Wealth Management Group
New Jersey
$908K
BFS
1445
BridgePort Financial Solutions
Iowa
$906K
ICP
1446
Interchange Capital Partners
Pennsylvania
$903K
DSA
1447
Droms Strauss Advisors
Missouri
$902K
CAM
1448
Carret Asset Management
New York
$902K
FAI
1449
Fiduciary Advisors Inc
Missouri
$901K
TWP
1450
Triad Wealth Partners
Kansas
$899K