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
CCMI
2101
Creative Capital Management Investments
California
$308K
AA
2102
Apriem Advisors
California
$307K
BPFA
2103
Barnes Pettey Financial Advisors
Mississippi
$306K
GP
2104
Geneva Partners
Wisconsin
$306K
FM
2105
Family Management
New York
$305K
MCM
2106
Morton Capital Management
California
$305K
BWM
2107
BCGM Wealth Management
Indiana
$304K
HFO
2108
Heritage Family Offices
Arizona
$304K
ESBC
2109
E.S. Barr & Co
Kentucky
$304K
MPW
2110
MGO Private Wealth
California
$304K
KHCM
2111
Kirtland Hills Capital Management
Ohio
$303K
SL
2112
Sentry LLC
Tennessee
$302K
SCA
2113
Stonebridge Capital Advisors
Minnesota
$301K
FCM
2114
Fortis Capital Management
Washington
$301K
GIP
2115
Granite Investment Partners
California
$301K
WIM
2116
WealthPlan Investment Management
Nebraska
$300K
LA
2117
Lifeworks Advisors
Michigan
$300K
ACB
2118
Aristotle Capital Boston
Massachusetts
$300K
BMC
2119
Beaton Management Company
Massachusetts
$299K
AP
2120
Atwood & Palmer
Missouri
$299K
NJIM
2121
Nabity-Jensen Investment Management
Nebraska
$299K
AI
2122
Auour Investments
Massachusetts
$299K
MGW
2123
MB Generational Wealth
Washington
$298K
CWM
2124
Centric Wealth Management
Illinois
$298K
SAM
2125
Summit Asset Management
Tennessee
$298K