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
MHR
2201
Matthew Hamilton Rosenberg
$220K -$89.4K -1,391 -29%
RWM
2202
Reston Wealth Management
Virginia
$219K +$707 +11 +0.3%
FVCM
2203
F&V Capital Management
Florida
$219K
GWA
2204
Gutierrez Wealth Advisory
Arkansas
$219K +$707 +11 +0.3%
LFGO
2205
Legacy Financial Group (Oklahoma)
Oklahoma
$219K +$643 +10 +0.3%
CWA
2206
CM Wealth Advisors
Ohio
$219K +$215K +3,350 New
FWM
2207
Focused Wealth Management
New York
$219K -$35.3K -550 -14%
WPA
2208
Wealth Preservation Advisors
Tennessee
$218K
CIP
2209
Capital Insight Partners
Arizona
$218K
WA
2210
Wealth Architects
California
$218K
SFP
2211
Strategic Financial Planning
Texas
$218K -$64 -1 -0%
WPC
2212
White Pine Capital
Minnesota
$218K
TAM
2213
TCP Asset Management
Ohio
$217K -$2.06K -32 -1%
ISFAN
2214
Investor's Fiduciary Advisor Network
Washington
$216K -$2.57K -40 -1%
LWP
2215
LeClair Wealth Partners
Ohio
$216K -$771 -12 -0.4%
SWIG
2216
Strategic Wealth Investment Group
Kentucky
$216K +$213K +3,309 New
HFS
2217
Heritage Financial Services
Massachusetts
$215K +$212K +3,301 New
RYIA
2218
Roehl & Yi Investment Advisors
Oregon
$215K
FFA
2219
Frazier Financial Advisors
Ohio
$215K -$9.13K -142 -4%
EWA
2220
Emergent Wealth Advisors
New York
$215K +$643 +10 +0.3%
FFO
2221
Fiduciary Family Office
Florida
$214K
STCOSD
2222
Sageworth Trust Company of South Dakota
South Dakota
$214K
FS
2223
Financial Symmetry
North Carolina
$213K -$321 -5 -0.2%
HF
2224
HRT Financial
New York
$212K -$2.53M -39,301 -92%
AIA
2225
Accelerate Investment Advisors
California
$211K -$15.2K -237 -7%