We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,630 hedge funds and large institutions have $82.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,085 increasing their positions, 912 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 64

182% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.9M

19% more repeat investments, than reductions

Existing positions increased: 1,085 | Existing positions reduced: 912

8% more funds holding

Funds holding: 2,4452,630 (+185)

7% more funds holding in top 10

Funds holding in top 10: 338363 (+25)

1.74% more ownership

Funds ownership: 78.76%80.5% (+1.7%)

4% more capital invested

Capital invested by funds: $79.2B → $82.4B (+$3.28B)

Holders
2,630
Holders Change
+185
Holders Change %
+7.57%
% of All Funds
32%
Holding in Top 10
363
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+7.4%
% of All Funds
4.42%
New
297
Increased
1,085
Reduced
912
Closed
64
Calls
$30.9M
Puts
$10.9M
Net Calls
+$19.9M
Net Calls Change
-$7.64M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1726
Tyche Wealth Partners
Texas
$674K -$23K -351 -3%
HA
1727
Hyposwiss Advisors
$674K +$669K +10,210 New
PA
1728
Powerhouse Assets
Massachusetts
$673K +$668K +10,198 New
SWM
1729
Segment Wealth Management
Texas
$672K +$325K +4,965 +95%
DAS
1730
Daybright Advisory Services
Florida
$669K +$664K +10,137 New
GKWIM
1731
Gerber Kawasaki Wealth & Investment Management
California
$668K -$2.69K -41 -0.4%
CA
1732
CapWealth Advisors
Tennessee
$666K +$159K +2,426 +32%
ABTD
1733
Arvest Bank Trust Division
Oklahoma
$664K -$353K -5,388 -35%
GIA
1734
Guyasuta Investment Advisors
Pennsylvania
$663K +$12.1K +185 +2%
FWP
1735
Falcon Wealth Planning
California
$663K +$20.5K +313 +3%
GWP
1736
Gen-Wealth Partners
Michigan
$662K +$13.5K +206 +2%
ITIM
1737
Indiana Trust & Investment Management
Indiana
$660K -$983 -15 -0.1%
JAFL
1738
Jay A. Fishman Ltd
Michigan
$660K
SWP
1739
SIMA Wealth Partners
Virginia
$659K -$4K -61 -0.6%
BH
1740
Burk Holdings
Oklahoma
$659K +$654K +9,985 New
MIC
1741
Meridian Investment Counsel
California
$658K +$42.6K +651 +7%
ERWM
1742
Elk River Wealth Management
Colorado
$657K -$36.2K -552 -5%
AMM
1743
American Money Management
California
$656K -$13.8K -211 -2%
FNB
1744
Farmers National Bank
Kentucky
$654K +$5.24K +80 +0.8%
PWP
1745
Private Wealth Partners
California
$653K
BCA
1746
Bay Capital Advisors
Virginia
$653K -$6.49K -99 -1%
ACP
1747
Aviance Capital Partners
Florida
$652K
OCG
1748
Opus Capital Group
Ohio
$652K -$1.97K -30 -0.3%
BST
1749
Bath Savings Trust
Maine
$652K +$11.5K +175 +2%
GW
1750
Graetz Wealth
Michigan
$652K +$647K +9,871 New