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iShares Core S&P Mid-Cap ETF

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: $75.7B → $79.2B (+$3.53B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4362,446 (+10)

0.77% less ownership

Funds ownership: 79.54%78.77% (-0.77%)

6% less funds holding in top 10

Funds holding in top 10: 361338 (-23)

Holders
2,446
Holders Change
+10
Holders Change %
+0.41%
% of All Funds
32.1%
Holding in Top 10
338
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-6.37%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
1851
Center For Asset Management
Florida
$440K
MPW
1852
MGO Private Wealth
California
$439K
CWM
1853
Collaborative Wealth Management
Florida
$438K -$129 -2 -0%
SFG
1854
Sunburst Financial Group
Alabama
$435K +$15K +233 +4%
MAM
1855
Mystic Asset Management
Rhode Island
$434K
FWI
1856
Facet Wealth Inc
Maryland
$434K +$11.5K +179 +3%
MSCM
1857
McElhenny Sheffield Capital Management
Texas
$433K +$121K +1,878 +39%
BA
1858
Bridgewater Advisors
New York
$433K
VIPI
1859
Vista Investment Partners II
Indiana
$432K -$33K -513 -7%
RCM
1860
Radnor Capital Management
Pennsylvania
$431K -$771 -12 -0.2%
MIP
1861
Marietta Investment Partners
Wisconsin
$430K +$423K +6,583 New
PWM
1862
Prosperity Wealth Management
California
$429K +$10.9K +170 +3%
SCA
1863
STALEY CAPITAL ADVISERS
Pennsylvania
$428K +$64.3K +1,000 +18%
BWM
1864
BCGM Wealth Management
Indiana
$428K -$578 -9 -0.1%
JSL
1865
JT Stratford LLC
Georgia
$427K -$30.1K -469 -7%
OWMIAS
1866
One Wealth Management Investment & Advisory Services
Florida
$427K -$1.03K -16 -0.2%
DWM
1867
Dopkins Wealth Management
New York
$426K
KPP
1868
Kings Path Partners
Texas
$426K
MFP
1869
Meridian Financial Partners
Virginia
$426K +$2.12K +33 +0.5%
AWM
1870
Abound Wealth Management
Tennessee
$425K +$11.7K +182 +3%
IWP
1871
IAG Wealth Partners
Wisconsin
$424K -$49.8K -775 -11%
PAA
1872
Peregrine Asset Advisers
Oregon
$423K -$10.5K -164 -2%
FA
1873
Fountainhead AM
New Jersey
$421K +$27.9K +434 +7%
MTC
1874
McDaniel Terry & Co
Texas
$420K
PAM
1875
Prodigy Asset Management
Nebraska
$419K

IJH Hedge Fund Activity: Q3 2025 in Review

2,446 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2025, worth a combined $79.2B — up 4.7% from $75.7B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new IJH positions and 73 closed out — a net gain of 56 holders — while 982 added to existing stakes and 964 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $315M. The largest seller was Corient Private Wealth, cutting an estimated $434M.

  • 2,446 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2025, up from 2,436 in Q2 2025.
  • Funds reported $79.2B of iShares Core S&P Mid-Cap ETF stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 129 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2025 and 73 closed out, a net change of +56 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2025 was Fidelity Investments, an estimated $315M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2025 was Corient Private Wealth, an estimated $434M sold.

Based on aggregated 13F filings for Q3 2025.