IJH icon

iShares Core S&P Mid-Cap ETF

2,580 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 1,074 increasing their positions, 902 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.9M
Puts
$10.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1476
Ipswich Investment Management
Massachusetts
$982K
BIAS
1477
Beacon Investment Advisory Services
New Jersey
$981K
SFS
1478
Symphony Financial Services
Ohio
$980K
CA
1479
Calton & Associates
Florida
$979K
SIC
1480
Samalin Investment Counsel
New York
$979K
KA
1481
Kooman & Associates
Pennsylvania
$979K
CWG
1482
Cornerstone Wealth Group
North Carolina
$978K
FFA
1483
Fortune Financial Advisors
Kansas
$972K
PWMG
1484
Private Wealth Management Group
New Jersey
$966K
SEIA
1485
Signature Estate & Investment Advisors
California
$965K
WPC
1486
Waters Parkerson & Co
Louisiana
$965K
SCP
1487
Stevens Capital Partners
Nebraska
$962K
LSWP
1488
Liberty Square Wealth Partners
Pennsylvania
$957K
CAM
1489
Carret Asset Management
New York
$957K
GSEP
1490
Golden State Equity Partners
California
$957K
MBWA
1491
Marin Bay Wealth Advisors
California
$956K
BM
1492
Berman McAleer
Maryland
$955K
ZIC
1493
ZWJ Investment Counsel
Georgia
$954K
UFA
1494
Uptown Financial Advisors
Texas
$954K
CWM
1495
CCG Wealth Management
California
$953K
NRG
1496
Nemes Rush Group
Michigan
$948K
SLG
1497
Stanley-Laman Group
Pennsylvania
$944K
CF
1498
Clarity Financial
Texas
$941K
CIS
1499
Continental Investors Services
Washington
$940K
DSA
1500
Droms Strauss Advisors
Missouri
$938K