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
CCA
1801
Cypress Capital Advisors
Tennessee
$594K
HFS
1802
Howard Financial Services
Texas
$592K +$1.44K +22 +0.2%
PP
1803
Pacifica Partners
Canada
$592K +$66 +1 +0%
CSB
1804
City State Bank
Iowa
$592K +$25.9K +395 +5%
AC
1805
Allstate Corporation
Illinois
$591K
SSA
1806
Sierra Summit Advisors
Nevada
$591K
IA
1807
Inspire Advisors
Idaho
$590K +$27K +412 +5%
DCA
1808
DB&C Advisors
Michigan
$590K +$585K +8,936 New
PIP
1809
Peachtree Investment Partners
Florida
$589K -$983 -15 -0.2%
SFC
1810
Strategic Financial Concepts
Texas
$589K +$585K +8,923 New
ZIG
1811
Zullo Investment Group
Pennsylvania
$582K +$66 +1 +0%
PP
1812
Prosperity Planning
Missouri
$582K
IIL
1813
Insight Inv LLC
California
$581K +$26.9K +410 +5%
JWS
1814
Juncture Wealth Strategies
Arizona
$580K -$2.62K -40 -0.5%
RDWM
1815
Red Door Wealth Management
Tennessee
$575K +$2.16K +33 +0.4%
GSAM
1816
Grant Street Asset Management
Pennsylvania
$572K +$2.29K +35 +0.4%
MSWM
1817
Mowery & Schoenfeld Wealth Management
Illinois
$570K +$153K +2,343 +37%
SPWG
1818
Syntegra Private Wealth Group
Missouri
$570K
TCP
1819
TMB Capital Partners
Arkansas
$568K +$564K +8,606 New
TPW
1820
Transatlantique Private Wealth
New York
$566K -$2.23K -34 -0.4%
NCM
1821
Northwest Capital Management
Oregon
$565K -$15.7K -240 -3%
EWA
1822
Exit Wealth Advisors
Georgia
$565K -$25.4K -388 -4%
SCA
1823
Strathmore Capital Advisors
North Carolina
$564K +$7.08K +108 +1%
NAMP
1824
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$563K
MPW
1825
Melone Private Wealth
Michigan
$562K -$119K -1,821 -18%