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iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $75.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 967 increasing their positions, 996 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $6.8M

65% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $70.9B → $75.7B (+$4.72B)

1% more funds holding

Funds holding: 2,4202,436 (+16)

0.47% more ownership

Funds ownership: 79.07%79.54% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 996

2% less funds holding in top 10

Funds holding in top 10: 367361 (-6)

Holders
2,436
Holders Change
+16
Holders Change %
+0.66%
% of All Funds
32.07%
Holding in Top 10
361
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.63%
% of All Funds
4.75%
New
145
Increased
967
Reduced
996
Closed
88
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Capital Investment Advisors
Georgia
$31.6M -$739K -12,583 -2%
AAS
227
Ameritas Advisory Services
Nebraska
$31.2M -$11.3M -193,217 -28%
DADC
228
D.A. Davidson & Co
Montana
$31M -$238K -4,057 -0.8%
FNBT
229
FineMark National Bank & Trust
Florida
$31M -$4.37M -74,366 -13%
CIA
230
Concurrent Investment Advisors
Florida
$30.9M +$7.06M +120,221 +32%
PFA
231
Pure Financial Advisors
California
$30.8M +$23.9M +407,737 +461%
UCFA
232
United Capital Financial Advisors
Texas
$30.6M -$1.06M -18,042 -4%
BA
233
Bristlecone Advisors
Washington
$30.5M -$147K -2,496 -0.5%
TAM
234
Titleist Asset Management
Texas
$30.5M +$2.89M +49,200 +11%
GLLW
235
Graves Light Lenhart Wealth
Virginia
$30.5M +$71.7K +1,222 +0.2%
SC
236
Scotia Capital
Ontario, Canada
$30.4M -$46.7K -795 -0.2%
OSNBOA
237
Old Second National Bank of Aurora
Illinois
$30.3M -$1.23M -20,898 -4%
EWA
238
EP Wealth Advisors
California
$30.1M +$10.3M +175,528 +57%
CFO
239
Callan Family Office
Pennsylvania
$30.1M -$1.74M -29,668 -6%
BHWM
240
Bar Harbor Wealth Management
New Hampshire
$29.7M +$53.9K +918 +0.2%
UFAC
241
Urban Financial Advisory Corp
Illinois
$29.4M +$239K +4,070 +0.9%
SIC
242
Shoker Investment Counsel
Ohio
$29.3M +$95K +1,618 +0.3%
WSFS
243
Wilmington Savings Fund Society
Delaware
$29.1M -$934K -15,907 -3%
RDFA
244
Ritter Daniher Financial Advisory
Ohio
$29.1M -$942K -16,041 -3%
YIA
245
YHB Investment Advisors
Connecticut
$29M -$82.8K -1,410 -0.3%
CC
246
Courier Capital
New York
$28.8M +$691K +11,770 +3%
B
247
Bailard
California
$28.6M +$1.59M +27,098 +6%
SC
248
Savant Capital
Illinois
$28.2M -$104K -1,776 -0.4%
VCM
249
Verde Capital Management
Michigan
$28M +$1.31M +22,274 +5%
NFG
250
Nations Financial Group
Iowa
$27.4M +$168K +2,855 +0.7%

IJH Hedge Fund Activity: Q2 2025 in Review

2,436 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2025, worth a combined $75.7B — up 6.6% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 88 closed out — a net gain of 57 holders — while 967 added to existing stakes and 996 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $750M.

  • 2,436 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2025, up from 2,420 in Q1 2025.
  • Funds reported $75.7B of iShares Core S&P Mid-Cap ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2025 and 88 closed out, a net change of +57 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2025 was Goldman Sachs, an estimated $523M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $750M sold.

Based on aggregated 13F filings for Q2 2025.