IJH icon

iShares Core S&P Mid-Cap ETF

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
CST
2001
Charles Schwab Trust
Nevada
$292K +$292K +4,704 New
MBFW
2002
Morton Brown Family Wealth
Pennsylvania
$292K
CCC
2003
Compass Capital Corp
Massachusetts
$291K
AWA
2004
Acorn Wealth Advisors
Michigan
$291K +$8.06K +130 +3%
W
2005
WPWealth
Texas
$290K -$97.1K -1,565 -25%
AA
2006
Apriem Advisors
California
$288K -$341K -5,500 -54%
LWMI
2007
Legacy Wealth Management (Idaho)
Idaho
$287K -$94.9K -1,531 -25%
LIS
2008
Legacy Investment Solutions
Idaho
$287K +$287K +4,621 New
GP
2009
Geneva Partners
Wisconsin
$286K -$7.63K -123 -3%
4WM
2010
4J Wealth Management
Virginia
$285K -$23.8K -384 -8%
TFM
2011
Trademark Financial Management
Minnesota
$284K -$4.4K -71 -2%
OIA
2012
Optimum Investment Advisors
Illinois
$284K -$18.6K -300 -6%
CFO
2013
Custos Family Office
Texas
$284K +$9.74K +157 +4%
SL
2014
Sentry LLC
Tennessee
$284K
WFA
2015
WestHill Financial Advisors
California
$284K +$23.3K +375 +9%
AWM
2016
Aegis Wealth Management
Maryland
$283K
GIP
2017
Granite Investment Partners
California
$283K
LWM
2018
LJI Wealth Management
Indiana
$282K +$15.4K +249 +6%
SWM
2019
Seed Wealth Management
Illinois
$282K
SP
2020
Sequent Planning
Nebraska
$282K +$30.6K +494 +12%
OWP
2021
Obermeyer Wealth Partners
Colorado
$281K +$1.12K +18 +0.4%
BMC
2022
Beaton Management Company
Massachusetts
$281K
AP
2023
Atwood & Palmer
Missouri
$281K
AI
2024
Auour Investments
Massachusetts
$281K -$42.8K -690 -13%
NJIM
2025
Nabity-Jensen Investment Management
Nebraska
$281K