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
AUB
2501
Atlantic Union Bankshares
Virginia
-$211K -3,380 Closed
AA
2502
ACT Advisors
North Carolina
-$210K -3,368 Closed
CIP
2503
Capital Insight Partners
Arizona
-$210K -3,365 Closed
CWP
2504
Cyndeo Wealth Partners
Florida
-$209K -3,352 Closed
FVCM
2505
F&V Capital Management
Florida
-$209K -3,350 Closed
WIC
2506
Wilkins Investment Counsel
Massachusetts
-$209K -3,350 Closed
SFP
2507
Strategic Financial Planning
Texas
-$208K -3,339 Closed
WPC
2508
White Pine Capital
Minnesota
-$208K -3,335 Closed
LWP
2509
LeClair Wealth Partners
Ohio
-$207K -3,327 Closed
RWM
2510
Reston Wealth Management
Virginia
-$207K -3,326 Closed
TAM
2511
TCP Asset Management
Ohio
-$207K -3,325 Closed
RYIA
2512
Roehl & Yi Investment Advisors
Oregon
-$206K -3,300 Closed
C1AG
2513
Client 1st Advisory Group
Florida
-$205K -3,284 Closed
LHWM
2514
Lake Hills Wealth Management
Texas
-$204K -3,282 Closed
VAMG
2515
Voisard Asset Management Group
Michigan
-$203K -3,255 Closed
RC
2516
Rovin Capital
Arizona
-$202K -3,249 Closed
SA
2517
Seneschal Advisors
Washington
-$202K -3,245 Closed
BP
2518
BBR Partners
New York
-$202K -3,239 Closed
MWA
2519
Monograph Wealth Advisors
California
-$201K -3,231 Closed
RA
2520
Rodgers & Associates
Pennsylvania
-$201K -3,230 Closed
CMI
2521
Clare Market Investments
Texas
-$201K -3,225 Closed
TH
2522
Team Hewins
California
-$201K -3,220 Closed
DC
2523
DeDora Capital
California
-$200K -3,212 Closed
MFG
2524
Menard Financial Group
Texas
-$169K -2,705 Closed
SMAM
2525
Sugar Maple Asset Management
Wisconsin
-$165K -2,655 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.