IJH icon

iShares Core S&P Mid-Cap ETF

2,619 hedge funds and large institutions have $82.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 1,083 increasing their positions, 910 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:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
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
TWM
2276
Tortuga Wealth Management
California
$239K
WFAG
2277
Worth Financial Advisory Group
North Carolina
$239K
BIM
2278
Baldwin Investment Management
Pennsylvania
$239K
AA
2279
Auctus Advisors
North Carolina
$237K
EC
2280
EdgeRock Capital
Colorado
$237K
GA
2281
GoalVest Advisory
New York
$237K
CB
2282
CNB Bank
Pennsylvania
$237K
CWA
2283
CM Wealth Advisors
Ohio
$237K
MGIA
2284
Matthew Goff Investment Advisor
Texas
$236K
PF
2285
Penney Financial
Texas
$236K
HIC
2286
Holderness Investments Company
North Carolina
$236K
WW
2287
Westshore Wealth
California
$236K
CCAL
2288
City Center Advisors LLC
Michigan
$235K
VCP
2289
Vista Capital Partners
Oregon
$235K
WFMPM
2290
Woodley Farra Manion Portfolio Management
Indiana
$234K
PWPS
2291
Pinnacle Wealth Planning Services
Ohio
$233K
RWP
2292
Reliant Wealth Planning
Kentucky
$233K
CFA
2293
Capstone Financial Advisors
Illinois
$233K
CWM
2294
Chemistry Wealth Management
New York
$232K
IWA
2295
Icon Wealth Advisors
Texas
$232K
AP
2296
Americana Partners
Texas
$231K
BWM
2297
Briggs Wealth Management
Connecticut
$231K
EWA
2298
Emergent Wealth Advisors
New York
$231K
BL
2299
BFSG LLC
California
$230K
CWMS
2300
Cannon Wealth Management Services
North Carolina
$230K