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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
TNA
2501
True North Advisors
Texas
-$223K -3,825 Closed
RCM
2502
RMR Capital Management
California
-$221K -3,785 Closed
CF
2503
Claris Financial
Virginia
-$232K -3,717 Closed
CFG
2504
Clayton Financial Group
Missouri
-$216K -3,699 Closed
IPW
2505
Inlet Private Wealth
Florida
-$202K -3,465 Closed
CCM
2506
Cloud Capital Management
Washington
-$176K -3,023 Closed
AF
2507
Abound Financial
California
-$161K -2,760 Closed
Bank Julius Baer & Co
2508
Bank Julius Baer & Co
Switzerland
-$150K -2,564 Closed
HWA
2509
Heritage Wealth Advisors
Virginia
-$127K -2,170 Closed
HH
2510
HWG Holdings
Texas
-$100K -1,717 Closed
SIM
2511
Studio Investment Management
Illinois
-$90K -1,543 Closed
WAOTB
2512
Wealth Advisors of Tampa Bay
Florida
-$76.2K -1,306 Closed
PBK
2513
Peoples Bank (Kansas)
Kansas
-$70K -1,200 Closed
KC
2514
Knuff & Co
California
-$63.8K -1,093 Closed
MFA
2515
McClarren Financial Advisors
Pennsylvania
-$109K -1,081 Closed
VBA
2516
von Borstel & Associates
Oregon
-$49K -840 Closed
AF
2517
Atala Financial
California
-$41.4K -710 Closed
WF
2518
Wayfinding Financial
Washington
-$37K -650 Closed
HCP
2519
Hexagon Capital Partners
Arkansas
-$32.3K -554 Closed
WAG
2520
Wiser Advisor Group
Arizona
-$28.4K -487 Closed
MFS
2521
Mattson Financial Services
Michigan
-$25.5K -437 Closed
SAS
2522
Spurstone Advisory Services
Connecticut
-$20.1K -345 Closed
HIW
2523
Holos Integrated Wealth
Pennsylvania
-$19.8K -340 Closed
ZRP
2524
Zynergy Retirement Planning
New Jersey
-$10.9K -175 Closed
AFS
2525
Anderson Financial Strategies
Ohio
-$2.92K -50 Closed

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.