IJH icon

iShares Core S&P Mid-Cap ETF

2,418 hedge funds and large institutions have $79.1B invested in iShares Core S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 974 increasing their positions, 953 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
337
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32M
Puts
$4.37M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
1901
Whitaker-Myers Wealth Managers
Ohio
$382K
SWM
1902
Selective Wealth Management
Virginia
$381K
BWMG
1903
Barnes Wealth Management Group
California
$380K
T
1904
Tableaux
Massachusetts
$378K
KWM
1905
Keebeck Wealth Management
Illinois
$377K
IAP
1906
Indie Asset Partners
Indiana
$376K
LA
1907
Latitude Advisors
Florida
$376K
SCM
1908
Schnieders Capital Management
California
$376K
EDRH
1909
Edmond de Rothschild Holding
Switzerland
$376K
AWAG
1910
ARS Wealth Advisors Group
Florida
$375K
ADL
1911
Asset Dedication LLC
California
$375K
BSA
1912
Bull Street Advisors
Georgia
$375K
BWP
1913
Bernardo Wealth Planning
Pennsylvania
$374K
FMI
1914
F/M Investments
District of Columbia
$374K
AWM
1915
Aberdeen Wealth Management
Illinois
$374K
RE
1916
Rydar Equities
Texas
$372K
TFM
1917
TFC Financial Management
Massachusetts
$368K
CWM
1918
Cherrydale Wealth Management
New Jersey
$367K
MAA
1919
Matrix Asset Advisors
New York
$367K
WWG
1920
West Wealth Group
California
$366K
GCA
1921
Gradient Capital Advisors
California
$366K
MWM
1922
McNaughton Wealth Management
California
$365K
NW
1923
Naviter Wealth
Arkansas
$365K
ML
1924
McAdam LLC
Pennsylvania
$363K
LWM
1925
Level Wealth Management
North Carolina
$363K