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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
CPP
1476
Capasso Planning Partners
South Carolina
$910K -$258K -4,009 -22%
SFG
1477
Sovereign Financial Group
Connecticut
$909K +$3.6K +56 +0.4%
SHFA
1478
SC&H Financial Advisors
Maryland
$905K +$4.43K +69 +0.5%
OC
1479
Oarsman Capital
Wisconsin
$902K -$251K -3,911 -22%
NLP
1480
Next Level Private
New York
$901K -$2.76K -43 -0.3%
SIC
1481
Samalin Investment Counsel
New York
$900K -$21.8K -339 -2%
BM
1482
Berman McAleer
Maryland
$899K +$885K +13,778 New
CCG
1483
Chatham Capital Group
Georgia
$899K
MLL
1484
Moody Lynn & Lieberson
Massachusetts
$898K -$12.1K -188 -1%
SC
1485
Saiph Capital
New Jersey
$898K +$13.4K +208 +2%
NSIM
1486
North Star Investment Management
Illinois
$898K +$835 +13 +0.1%
PWS
1487
Proactive Wealth Strategies
Georgia
$897K +$2.83K +44 +0.3%
WDG
1488
Wealth Dimensions Group
Ohio
$896K -$68.6K -1,068 -7%
WA
1489
WBH Advisory
Maryland
$893K -$92K -1,432 -9%
BCM
1490
Becker Capital Management
Oregon
$892K +$2.31K +36 +0.3%
HCMT
1491
Highland Capital Management (Tennessee)
Tennessee
$891K -$21.2K -330 -2%
SM
1492
Sweeney & Michel
California
$885K +$9.19K +143 +1%
CHAM
1493
Clear Harbor Asset Management
Connecticut
$884K -$8.35K -130 -1%
SEEDPG
1494
S.E.E.D. Planning Group
New York
$884K +$9.45K +147 +1%
CMP
1495
Courage Miller Partners
Virginia
$884K -$10.4K -162 -1%
CFS
1496
Coordinated Financial Services
Colorado
$880K -$121K -1,876 -12%
LWANC
1497
Laurel Wealth Advisors (North Carolina)
North Carolina
$879K +$13.5K +210 +2%
GEA
1498
Glen Eagle Advisors
New Jersey
$875K +$7.39K +115 +0.9%
PA
1499
PSI Advisors
Florida
$874K -$37K -575 -4%
VCP
1500
Verus Capital Partners
Arizona
$872K +$15.7K +244 +2%

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.