IJH icon

iShares Core S&P Mid-Cap ETF

2,595 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 1,078 increasing their positions, 905 reducing their positions, and 65 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:

5% more funds holding in top 10

Funds holding in top 10: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
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
EDRH
2001
Edmond de Rothschild Holding
Switzerland
$380K
TL
2002
Tradewinds LLC
North Carolina
$380K
BWMG
2003
Barnes Wealth Management Group
California
$380K
LA
2004
Latitude Advisors
Florida
$379K
PHWA
2005
Petersen Hastings Wealth Advisors
Washington
$379K
IAS
2006
IMA Advisory Services
Colorado
$378K
SCM
2007
Schnieders Capital Management
California
$378K
BWP
2008
Bernardo Wealth Planning
Pennsylvania
$378K
AWM
2009
Aberdeen Wealth Management
Illinois
$378K
RE
2010
Rydar Equities
Texas
$377K
SBLIC
2011
Security Benefit Life Insurance Company
Kansas
$376K
BDF
2012
Black Diamond Financial
Maryland
$376K
WAL
2013
W Advisors LLC
Tennessee
$374K
CWM
2014
Cherrydale Wealth Management
New Jersey
$374K
RBFC
2015
Roman Butler Fullerton & Co
Missouri
$370K
BSA
2016
Bull Street Advisors
Georgia
$370K
GCA
2017
Gradient Capital Advisors
California
$370K
MWM
2018
McNaughton Wealth Management
California
$370K
CC
2019
Clearwave Capital
California
$368K
AT
2020
Avalon Trust
New Mexico
$367K
PPW
2021
Presilium Private Wealth
Pennsylvania
$367K
VIPI
2022
Vista Investment Partners II
Indiana
$366K
AWM
2023
Avaii Wealth Management
Wisconsin
$365K
VCAM
2024
Van Cleef Asset Management
Ohio
$365K
LWM
2025
Level Wealth Management
North Carolina
$364K