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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
Legacy Financial Group (Iowa)
1626
Legacy Financial Group (Iowa)
Iowa
$692K
TWP
1627
Tyche Wealth Partners
Texas
$690K -$21K -327 -3%
FWM
1628
FSA Wealth Management
Massachusetts
$689K -$900 -14 -1%
ERWM
1629
Elk River Wealth Management
Colorado
$685K
UAG
1630
United Advisor Group
Ohio
$685K +$45.9K +715 +7%
DI
1631
DAGCO Inc
Ohio
$684K +$64 +1 +0%
DE
1632
Diversified Enterprises
Delaware
$683K -$3.47K -54 -0.5%
KOC
1633
Koss-Olinger Consulting
Florida
$683K -$1.61K -25 -0.2%
BWM
1634
BCS Wealth Management
Tennessee
$680K -$3.34K -52 -0.5%
BTI
1635
Blue Trust Inc
Georgia
$678K +$195K +3,032 +41%
CPSC
1636
Carl P. Sherr & Co
Massachusetts
$677K -$20.9K -326 -3%
CWM
1637
Centurion Wealth Management
Virginia
$677K -$4.18K -65 -0.6%
BWP
1638
Balboa Wealth Partners
Arizona
$676K -$1.93K -30 -0.3%
PW
1639
Pandora Wealth
Illinois
$676K -$1.61K -25 -0.2%
MPW
1640
Melone Private Wealth
Michigan
$674K +$77.6K +1,208 +13%
OAM
1641
Oak Asset Management
California
$673K
FFP
1642
FourThought Financial Partners
Florida
$672K -$12.7K -198 -2%
HWM
1643
Howard Wealth Management
Connecticut
$671K +$514 +8 +0.1%
LB
1644
Legacy Bridge
Iowa
$670K
CIM
1645
Cambria Investment Management
California
$669K +$659K +10,255 New
CWA
1646
Canvas Wealth Advisors
Kansas
$669K -$6.62K -103 -1%
LA
1647
LVW Advisors
New York
$664K +$151K +2,357 +30%
GKWIM
1648
Gerber Kawasaki Wealth & Investment Management
California
$663K +$51.6K +803 +9%
SRC
1649
Shufro Rose & Co
New York
$663K
AMM
1650
American Money Management
California
$662K -$6.23K -97 -0.9%

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.