We are live on ! Find out more
IJH icon

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
WIM
2101
WealthPlan Investment Management
Nebraska
$261K +$2.06K +32 +0.8%
CCM
2102
Chilton Capital Management
Texas
$261K -$9.25K -144 -3%
MAM
2103
Mainsail Asset Management
Alabama
$261K
AA
2104
Addison Advisors
Vermont
$261K
MBFW
2105
Morton Brown Family Wealth
Pennsylvania
$261K -$45.3K -705 -15%
MFS
2106
Madrona Financial Services
Washington
$260K +$514 +8 +0.2%
GSF
2107
Grove Street Fiduciary
New Hampshire
$260K -$206K -3,213 -45%
CI
2108
Ceera Investments
Texas
$259K
CPCM
2109
Cardinal Point Capital Management
Ontario, Canada
$259K +$23.2K +361 +10%
CCG
2110
Coastwise Capital Group
California
$258K +$835 +13 +0.3%
DPW
2111
DiNuzzo Private Wealth
Pennsylvania
$258K
SWRP
2112
Summit Wealth & Retirement Planning
California
$258K
IFS
2113
Ifrah Financial Services
Arkansas
$257K +$17.4K +271 +7%
BAG
2114
Bridgewealth Advisory Group
California
$257K +$1.28K +20 +0.5%
BDPWM
2115
Barnes Dennig Private Wealth Management
Ohio
$257K +$12.7K +197 +5%
SA
2116
Strategic Advisors
New York
$257K
IIA
2117
Integral Investment Advisors
California
$256K
CMI
2118
Clare Market Investments
Texas
$256K +$45K +700 +22%
SWM
2119
Silverlake Wealth Management
Vermont
$255K +$251K +3,904 New
JSA
2120
Jim Saulnier & Associates
Colorado
$255K
MPW
2121
Magnolia Private Wealth
Pennsylvania
$255K
RA
2122
Rodgers & Associates
Pennsylvania
$254K -$1.8K -28 -0.7%
IWA
2123
Icon Wealth Advisors
Texas
$254K +$64 +1 +0%
PG
2124
Prostatis Group
Maryland
$254K +$19.6K +305 +9%
FCIM
2125
Fairview Capital Investment Management
California
$254K +$250K +3,890 New