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iShares Core S&P Mid-Cap ETF
IJH

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: $75.6B → $79.2B (+$3.54B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,435 → 2,446 (+11)

0.76% less ownership

Funds ownership: 79.53% → 78.77% (-0.76%)

6% less funds holding in top 10

Funds holding in top 10: 360 → 338 (-22)

Holders
2,446
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
32.11%
Holding in Top 10
338
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.11%
% 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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$315M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$177M
3
Wells Fargo
Wells Fargo
California
+$156M
4
LPL Financial
LPL Financial
California
+$113M
5
SPIA
Steward Partners Investment Advisory
New York
+$109M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$434M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$284M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$183M
4
LI
LVZ Inc
Michigan
-$65.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$65.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
151
TrueFG
Texas
$53.4M +$826K +12,847 +2%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$53M +$2.65M +41,290 +5%
MFG
153
Magnus Financial Group
New York
$53M +$1.24M +19,293 +2%
AT
154
American Trust
Kentucky
$51.6M +$557K +8,669 +1%
JFA
155
JNBA Financial Advisors
Minnesota
$51.1M -$270K -4,209 -0.5%
TC
156
Trilogy Capital
California
$51M +$1.04M +16,173 +2%
PFM
157
Phillips Financial Management
Indiana
$50.5M -$418K -6,505 -0.8%
W
158
Wealthquest
Ohio
$50.4M +$642K +9,985 +1%
AWM
159
Apollon Wealth Management
South Carolina
$50.3M +$2.45M +38,166 +5%
SFS
160
Summit Financial Strategies
Ohio
$49.2M +$4.18M +64,974 +9%
HW
161
Hancock Whitney
Mississippi
$49.1M -$221K -3,446 -0.5%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$49.1M -$2.59M -40,364 -5%
RCA
163
Resonant Capital Advisors
Wisconsin
$48.4M +$2.97M +46,214 +7%
MFIM
164
Mesirow Financial Investment Management
Illinois
$47.8M +$3.89M +60,565 +9%
PGA
165
Portland Global Advisors
Maine
$47.5M +$1.28M +19,972 +3%
HW
166
HORAN Wealth
Ohio
$46.5M +$22.2M +344,784 +94%
BOS
167
Bank of Stockton
California
$46.5M -$792K -12,331 -2%
FBFS
168
First Business Financial Services
Wisconsin
$46M -$5.52M -85,948 -11%
SPP
169
Single Point Partners
Massachusetts
$45.9M +$824K +12,821 +2%
JWA
170
JFS Wealth Advisors
Pennsylvania
$45.4M +$3.98K +62 +0%
QCG
171
Quadrant Capital Group
Ohio
$45.1M +$1.85M +28,737 +4%
MIA
172
MainStreet Investment Advisors
Illinois
$44.8M -$2.5M -38,920 -5%
JAG
173
Journey Advisory Group
Kentucky
$44.6M +$36.8K +572 +0.1%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$44.2M -$2.52M -39,284 -5%
VC
175
Vicus Capital
Pennsylvania
$43.6M -$32.7M -509,298 -43%
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