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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
SHA
1551
Seneca House Advisors
Virginia
$779K +$10.2K +158 +1%
WLPWM
1552
Walled Lake Planning & Wealth Management
Illinois
$777K -$6.36K -99 -0.8%
PIA
1553
Powell Investment Advisors
Florida
$775K -$450 -7 -0.1%
CPA
1554
Cardiff Park Advisors
California
$774K +$1.28K +20 +0.2%
SNB
1555
Security National Bank
Nebraska
$773K -$155K -2,409 -17%
SWM
1556
Shelton Wealth Management
Texas
$769K +$62.3K +970 +9%
ClearBridge Investments
1557
ClearBridge Investments
New York
$768K +$964 +15 +0.1%
PJWM
1558
Philip James Wealth Mangement
Georgia
$768K -$204K -3,179 -21%
AFG
1559
ABLE Financial Group
Arizona
$768K -$10.4K -162 -1%
BWM
1560
BKM Wealth Management
Wisconsin
$767K +$1.61K +25 +0.2%
EIA
1561
Eldridge Investment Advisors
New Hampshire
$767K -$7.72M -120,117 -91%
SFP
1562
Shepherd Financial Partners
Massachusetts
$762K -$67.6K -1,052 -8%
HPM
1563
Hoxton Planning & Management
West Virginia
$762K -$31.5K -490 -4%
YWS
1564
Yarger Wealth Strategies
Ohio
$761K -$49.7K -774 -6%
UWP
1565
Uniting Wealth Partners
Kansas
$761K +$529K +8,228 +240%
NA
1566
Navellier & Associates
Nevada
$760K +$749K +11,650 New
M
1567
MOTCO
Texas
$757K +$55.5K +863 +8%
IPW
1568
Intergy Private Wealth
Colorado
$757K -$6.36K -99 -0.8%
CPBTD
1569
Central Pacific Bank - Trust Division
Hawaii
$752K
WJWM
1570
Williams Jones Wealth Management
New York
$752K +$101K +1,575 +16%
IWP
1571
Invenio Wealth Partners
Florida
$748K -$38.6K -600 -5%
WC
1572
Waterloo Capital
Texas
$746K -$1.61K -25 -0.2%
TFP
1573
Tilia Fiduciary Partners
North Carolina
$746K -$4.31K -67 -0.6%
SWM
1574
SFG Wealth Management
Maryland
$746K -$55.9K -870 -7%
TTWM
1575
TCV Trust & Wealth Management
Virginia
$746K -$4.18K -65 -0.6%

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.