We are live on ! Find out more
IJH icon

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
CST
2476
Charles Schwab Trust
Nevada
-$378K -6,065 Closed
CFSG
2477
Community Financial Services Group
Vermont
-$349K -5,608 Closed
SMG
2478
Smart Money Group
Texas
-$327K -5,247 Closed
BKA
2479
Brick & Kyle Associates
Pennsylvania
-$313K -5,025 Closed
PD
2480
Planning Directions
Pennsylvania
-$310K -4,969 Closed
FOA
2481
Five Oceans Advisors
California
-$277K -4,450 Closed
EWA
2482
Emergent Wealth Advisors
New York
-$270K -4,336 Closed
DWA
2483
Douglass Winthrop Advisors
New York
-$268K -4,295 Closed
VP
2484
Verum Partners
North Carolina
-$267K -4,289 Closed
FF
2485
Francis Financial
-$265K -4,249 Closed
ODG
2486
O'Dell Group
Ohio
-$259K -4,155 Closed
SFS
2487
Symphony Financial Services
Ohio
-$250K -4,006 Closed
SFM
2488
Signet Financial Management
New Jersey
-$248K -3,986 Closed
SGWM
2489
Sterling Group Wealth Management
California
-$234K -3,749 Closed
MAP
2490
Moody Aldrich Partners
Massachusetts
-$232K -3,725 Closed
RWA
2491
Roberts Wealth Advisors
California
-$235K -3,675 Closed
FLA
2492
Financial Life Advisors
Texas
-$229K -3,672 Closed
Select Equity Group
2493
Select Equity Group
New York
-$227K -3,641 Closed
SCP
2494
Shorepoint Capital Partners
Massachusetts
-$226K -3,632 Closed
FFG
2495
Fiduciary Financial Group
California
-$222K -3,591 Closed
SWIG
2496
Strategic Wealth Investment Group
Kentucky
-$218K -3,506 Closed
AMIM
2497
Aull & Monroe Investment Management
Alabama
-$218K -3,500 Closed
PHAM
2498
Palisades Hudson Asset Management
Florida
-$212K -3,405 Closed
LS
2499
Leelyn Smith
Illinois
-$212K -3,402 Closed
TIM
2500
Thor Investment Management
Ohio
-$212K -3,400 Closed

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.