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: $75.6B → $79.2B (+$3.54B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4352,446 (+11)

0.76% less ownership

Funds ownership: 79.53%78.77% (-0.76%)

6% less funds holding in top 10

Funds holding in top 10: 360338 (-22)

Holders
2,446
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
32.11%
Holding in Top 10
338
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.11%
% 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
IF
2326
Integrity Financial
Wyoming
$90.3K +$39.1K +608 +78%
LWA
2327
Lowe Wealth Advisors
Maryland
$88.8K
HHGA
2328
Halbert Hargrove Global Advisors
California
$88.5K -$14K -218 -14%
HAP
2329
Harbor Asset Planning
Massachusetts
$87.1K +$257 +4 +0.3%
WIM
2330
Westside Investment Management
California
$85.6K +$3.54K +55 +4%
FCMT
2331
Founders Capital Management (Texas)
Texas
$83.6K +$64 +1 +0.1%
ATC
2332
Advantage Trust Company
Kansas
$81.9K
PC
2333
Promus Capital
Illinois
$79.7K
GCM
2334
Gables Capital Management
Florida
$78K -$25.7K -400 -25%
KWM
2335
Kiker Wealth Management
Georgia
$74.1K -$1.86K -29 -2%
BCM
2336
Blume Capital Management
California
$69.5K
CMP
2337
Coston McIsaac & Partners
Maine
$69K
CFS
2338
Compass Financial Services
Iowa
$68.4K +$3.15K +49 +5%
OAJ
2339
Ogorek Anthony Joseph
New York
$68K -$771 -12 -1%
FWA
2340
Flagship Wealth Advisors
Massachusetts
$67.2K
GK
2341
Graney & King
New York
$66.8K +$193 +3 +0.3%
SWP
2342
Strategic Wealth Partners
Ohio
$66.7K
BHWM
2343
Beaird Harris Wealth Management
Texas
$66.4K +$1.74K +27 +3%
CTC
2344
Cetera Trust Company
Minnesota
$65.3K
TC
2345
Trust Company
Kansas
$63.3K -$52.7K -820 -46%
NSG
2346
Nalls Sherbakoff Group
Tennessee
$63.2K +$193 +3 +0.3%
EPAM
2347
Evelyn Partners Asset Management
$62.6K +$61.7K +960 New
DWS
2348
Dynamic Wealth Strategies
California
$62K
BA
2349
Ballast Advisors
Minnesota
$61.3K
TAM
2350
Tucker Asset Management
Colorado
$60.8K -$5.14K -80 -8%