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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
CCM
1601
Cambridge Capital Management
Illinois
$721K -$71.8K -1,117 -9%
OPWM
1602
Oakwell Private Wealth Management
Texas
$719K
PS
1603
Planned Solutions
California
$717K +$1.61K +25 +0.2%
KF
1604
Krilogy Financial
Missouri
$717K +$712K +11,075 New
NRG
1605
Nemes Rush Group
Michigan
$717K +$20K +311 +3%
NIWA
1606
New Insight Wealth Advisors
California
$717K +$15.2K +237 +2%
CCA
1607
Clarity Capital Advisors
Florida
$717K
SAM
1608
Summit Asset Management
Tennessee
$715K -$643 -10 -0.1%
OCM
1609
Objective Capital Management
Ohio
$714K +$1.28K +20 +0.2%
PCA
1610
Prosperity Capital Advisors
Ohio
$714K -$79.9K -1,244 -10%
BOPW
1611
Brandywine Oak Private Wealth
Pennsylvania
$712K
RIS
1612
Richmond Investment Services
Wisconsin
$711K +$44K +685 +7%
MCWA
1613
Meadow Creek Wealth Advisors
Georgia
$708K +$36.6K +569 +5%
E3F
1614
Eight 31 Financial
Texas
$707K +$49.4K +769 +8%
ATC
1615
Adirondack Trust Company
New York
$706K -$12.3K -192 -2%
NCM
1616
Narwhal Capital Management
Georgia
$705K
LWM
1617
Latko Wealth Management
Illinois
$704K +$291K +4,534 +72%
MSA
1618
Marathon Strategic Advisors
Pennsylvania
$704K -$14K -218 -2%
FNWM
1619
Financial Network Wealth Management
Utah
$704K +$693K +10,776 New
LFG
1620
Larson Financial Group
Missouri
$703K +$27.4K +426 +4%
CCA
1621
Checchi Capital Advisers
California
$703K +$8.48K +132 +1%
WAM
1622
Weatherly Asset Management
California
$702K +$5.46K +85 +0.8%
KFSN
1623
Keystone Financial Services (Nebraska)
Nebraska
$700K +$129 +2 +0%
EFN
1624
Equita Financial Network
Pennsylvania
$697K +$5.91K +92 +0.9%
HWA
1625
HHM Wealth Advisors
Tennessee
$693K

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.