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
RPA
2176
Rock Point Advisors
Vermont
$268K
AOWM
2177
Alpha Omega Wealth Management
Virginia
$268K
MCM
2178
Mengis Capital Management
Oregon
$268K
FFA
2179
Fi3 Financial Advisors
Indiana
$267K
SAM
2180
Strategy Asset Managers
California
$267K
BBES
2181
Buffalo Business & Estate Services
New York
$267K
FAT
2182
First American Trust
California
$266K
FVWA
2183
Foster Victor Wealth Advisors
South Carolina
$266K
AAS
2184
Annex Advisory Services
Wisconsin
$265K
CPCM
2185
Cardinal Point Capital Management
Ontario, Canada
$265K
MAM
2186
Mainsail Asset Management
Alabama
$264K
ARA
2187
Approach Retirement Advisors
Alabama
$264K
TP
2188
Trailhead Planners
Minnesota
$264K
DWM
2189
DecisionMap Wealth Management
Virginia
$264K
MBFW
2190
Morton Brown Family Wealth
Pennsylvania
$264K
BW
2191
Balance Wealth
Ohio
$263K
GSF
2192
Grove Street Fiduciary
New Hampshire
$263K
CI
2193
Ceera Investments
Texas
$263K
JSA
2194
Jim Saulnier & Associates
Colorado
$263K
CCG
2195
Coastwise Capital Group
California
$263K
EWP
2196
Equity Wealth Partners
Missouri
$262K
GLA
2197
Great Lakes Advisors
Illinois
$262K
DPW
2198
DiNuzzo Private Wealth
Pennsylvania
$262K
SWRP
2199
Summit Wealth & Retirement Planning
California
$261K
IFS
2200
Ifrah Financial Services
Arkansas
$261K