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iShares Core S&P Mid-Cap ETF

2,420 hedge funds and large institutions have $70.9B invested in iShares Core S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,118 increasing their positions, 857 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $8.43M

30% more repeat investments, than reductions

Existing positions increased: 1,118 | Existing positions reduced: 857

0.58% more ownership

Funds ownership: 78.49%79.07% (+0.58%)

0% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 124

2% less funds holding

Funds holding: 2,4612,420 (-41)

6% less funds holding in top 10

Funds holding in top 10: 390367 (-23)

8% less capital invested

Capital invested by funds: $77.3B → $70.9B (-$6.38B)

Holders
2,420
Holders Change
-41
Holders Change %
-1.67%
% of All Funds
32.44%
Holding in Top 10
367
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-5.9%
% of All Funds
4.92%
New
124
Increased
1,118
Reduced
857
Closed
124
Calls
$32.4M
Puts
$8.43M
Net Calls
+$23.9M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$30.3M -$825K -13,286 -2%
CFO
227
Callan Family Office
Pennsylvania
$30M +$2.39M +38,465 +8%
SFA
228
Sequoia Financial Advisors
Ohio
$30M +$19.6M +316,207 +160%
UCFA
229
United Capital Financial Advisors
Texas
$29.9M -$2.3K -37 -0%
OSNBOA
230
Old Second National Bank of Aurora
Illinois
$29.8M -$653K -10,510 -2%
FCI
231
Financial Counselors Inc
Kansas
$29.7M -$327K -5,264 -1%
DADC
232
D.A. Davidson & Co
Montana
$29.4M +$1.28M +20,588 +4%
HI
233
Human Investing
Oregon
$29.2M +$1.28M +20,633 +4%
BA
234
Bristlecone Advisors
Washington
$28.8M +$155K +2,488 +0.5%
SC
235
Scotia Capital
Ontario, Canada
$28.6M +$17.5M +282,520 +136%
GLLW
236
Graves Light Lenhart Wealth
Virginia
$28.6M +$542K +8,733 +2%
WSFS
237
Wilmington Savings Fund Society
Delaware
$28.3M -$312K -5,026 -1%
RDFA
238
Ritter Daniher Financial Advisory
Ohio
$28.3M +$971K +15,628 +3%
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$27.9M +$366K +5,896 +1%
CL
240
Choreo LLC
Illinois
$27.8M -$3.66M -58,979 -11%
SWP
241
Sagespring Wealth Partners
Tennessee
$27.7M -$15.7M -253,326 -35%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$27.5M +$96.5K +1,554 +0.3%
SIC
243
Shoker Investment Counsel
Ohio
$27.5M +$161K +2,591 +0.6%
UFAC
244
Urban Financial Advisory Corp
Illinois
$27.4M -$735K -11,828 -2%
ZBNA
245
Zions Bancorporation, National Association
Utah
$27.4M +$29.1M +469,306 New
YIA
246
YHB Investment Advisors
Connecticut
$27.3M +$167K +2,689 +0.6%
Macquarie Group
247
Macquarie Group
Australia
$27.2M -$14.7M -237,393 -34%
ATPW
248
Ashton Thomas Private Wealth
Arizona
$26.7M +$501K +8,073 +2%
SC
249
Savant Capital
Illinois
$26.6M -$317K -5,108 -1%
CC
250
Courier Capital
New York
$26.4M +$5.77M +92,940 +26%

IJH Hedge Fund Activity: Q1 2025 in Review

2,420 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2025, worth a combined $70.9B — down 8.3% from $77.3B a quarter earlier.

Fund positioning in IJH was balanced in Q1 2025: 124 funds opened new positions, 124 closed out, 1,118 added to existing stakes and 857 trimmed.

The largest buyer was Wealthspire Advisors (New York), adding an estimated $489M. The largest seller was LPL Financial, cutting an estimated $1.08B.

  • 2,420 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2025, down from 2,461 in Q4 2024.
  • Funds reported $70.9B of iShares Core S&P Mid-Cap ETF stock for Q1 2025, down 8.3% quarter-over-quarter.
  • 124 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2025 and 124 closed out, a net change of 0 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2025 was Wealthspire Advisors (New York), an estimated $489M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2025 was LPL Financial, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2025.