IJH icon

iShares Core S&P Mid-Cap ETF

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1526
Hilltop Wealth Advisors
North Carolina
$756K -$29.2K -471 -4%
HPM
1527
Hoxton Planning & Management
West Virginia
$754K -$12.5K -202 -2%
CCM
1528
Cambridge Capital Management
Illinois
$754K +$2.36K +38 +0.3%
IWP
1529
Invenio Wealth Partners
Florida
$748K -$293K -4,730 -28%
WLPWM
1530
Walled Lake Planning & Wealth Management
Illinois
$745K -$26.2K -422 -3%
ECM
1531
EagleClaw Capital Management
Massachusetts
$744K
MEAC
1532
M.E. Allison & Co
Texas
$741K +$17.1K +275 +2%
AFG
1533
ABLE Financial Group
Arizona
$740K -$11.5K -185 -2%
IMC
1534
Investment Management Corporation
Virginia
$739K +$3.54K +57 +0.5%
PIA
1535
Powell Investment Advisors
Florida
$737K +$119K +1,917 +19%
KWS
1536
Keystone Wealth Services
California
$737K +$8.75K +141 +1%
MWM
1537
Maltin Wealth Management
New Jersey
$737K +$7.01K +113 +1%
CPA
1538
Cardiff Park Advisors
California
$734K +$1.18K +19 +0.2%
CWM
1539
Centricity Wealth Management
Ohio
$732K +$1.18K +19 +0.2%
SHA
1540
Seneca House Advisors
Virginia
$730K +$3.47K +56 +0.5%
Massachusetts Financial Services
1541
Massachusetts Financial Services
Massachusetts
$729K -$79.4K -1,281 -10%
ClearBridge Investments
1542
ClearBridge Investments
New York
$729K +$9.3K +150 +1%
BWM
1543
BKM Wealth Management
Wisconsin
$728K -$806 -13 -0.1%
SLG
1544
Stanley-Laman Group
Pennsylvania
$726K +$38.4K +619 +6%
IPW
1545
Intergy Private Wealth
Colorado
$725K
CPBTD
1546
Central Pacific Bank - Trust Division
Hawaii
$715K
TFP
1547
Tilia Fiduciary Partners
North Carolina
$713K +$6.51K +105 +0.9%
TTWM
1548
TCV Trust & Wealth Management
Virginia
$713K -$18.3K -295 -3%
UB
1549
Umpqua Bank
Oregon
$713K -$71.3K -1,125 -9%
BFA
1550
Bragg Financial Advisors
North Carolina
$713K -$26.2K -423 -4%