IJH icon

iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 1,074 increasing their positions, 902 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.9M
Puts
$10.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
1826
Jamison Private Wealth Management
Georgia
$535K
BEC
1827
Blue Edge Capital
Virginia
$534K
JWM
1828
JGP Wealth Management
Oregon
$533K
LC
1829
Lawood & Co
Pennsylvania
$533K
VFG
1830
Victory Financial Group
Texas
$532K
SFP
1831
Strategic Financial Partners
Oregon
$531K
AAM
1832
Augustine Asset Management
Florida
$529K
AFC
1833
Adaptive Financial Consulting
Ohio
$529K
HFS
1834
Haverford Financial Services
Pennsylvania
$528K
AWM
1835
Ameliora Wealth Management
Switzerland
$527K
MCA
1836
Martin Capital Advisors
Texas
$526K
ME
1837
McIlrath & Eck
Washington
$526K
NAS
1838
Nicolet Advisory Services
Wisconsin
$521K
RCM
1839
Radnor Capital Management
Pennsylvania
$518K
LCM
1840
Liberty Capital Management
Michigan
$517K
SAM
1841
SP Asset Management
California
$517K
JC
1842
JB Capital
Connecticut
$516K
BMWS
1843
Brady Martz Wealth Solutions
North Dakota
$513K
PCMNC
1844
Piedmont Capital Management (North Carolina)
North Carolina
$512K
DMC
1845
Drexel Morgan & Co
Pennsylvania
$512K
GFPC
1846
Global Financial Private Client
Florida
$511K
CIC
1847
Cutler Investment Counsel
Oregon
$509K
APW
1848
Aurora Private Wealth
New Jersey
$506K
RZH
1849
Relyea Zuckerberg Hanson
Connecticut
$505K
EHC
1850
Everett Harris & Co
California
$505K