IJH icon

iShares Core S&P Mid-Cap ETF

2,396 hedge funds and large institutions have $70.8B invested in iShares Core S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 852 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 2,4412,396 (-45)

6% less funds holding in top 10

Funds holding in top 10: 388365 (-23)

8% less capital invested

Capital invested by funds: $77.2B → $70.8B (-$6.41B)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
365
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.4M
Puts
$8.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1801
L.J. Altfest & Co
New York
$443K
AG
1802
AmeriFlex Group
Nevada
$441K
WCP
1803
Wealthcare Capital Partners
Pennsylvania
$440K
LA
1804
Lifeworks Advisors
Michigan
$439K
PB
1805
Prime Buchholz
New Hampshire
$438K
WCM
1806
Wealthcare Capital Management
Virginia
$436K
GSAM
1807
Grant Street Asset Management
Pennsylvania
$436K
WAM
1808
WNY Asset Management
New York
$433K
CFP
1809
Cascade Financial Partners
California
$431K
SSWM
1810
Smith Salley Wealth Management
North Carolina
$430K
NAS
1811
Nicolet Advisory Services
Wisconsin
$429K
LOPW
1812
Live Oak Private Wealth
North Carolina
$429K
CA
1813
Carson Advisory
Georgia
$426K
TWM
1814
Tradition Wealth Management
Minnesota
$426K
MIAS
1815
Mason Investment Advisory Services
Virginia
$425K
PAM
1816
Peak Asset Management
Colorado
$425K
CFGW
1817
Chancellor Financial Group WB
Pennsylvania
$423K
BWL
1818
Bogart Wealth LLC
Virginia
$423K
NG
1819
Norden Group
Utah
$422K
GSF
1820
Grove Street Fiduciary
New Hampshire
$419K
DP
1821
DDD Partners
Washington
$417K
MPCL
1822
My Personal CFO LLC
Washington
$417K
BCM
1823
BTC Capital Management
Iowa
$416K
HT
1824
Heritage Trust
Oklahoma
$416K
ACM
1825
Ardent Capital Management
Ohio
$415K