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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
CJ
2526
Caitlin John
Michigan
-$164K -2,633 Closed
MG
2527
MilWealth Group
Wisconsin
-$157K -2,515 Closed
RA
2528
Ransom Advisory
Rhode Island
-$146K -2,340 Closed
BPAMU
2529
BTG Pactual Asset Management US
New York
-$136K -2,309 Closed
EF
2530
Empowered Funds
Pennsylvania
-$115K -1,851 Closed
QC
2531
Quent Capital
New York
-$109K -1,748 Closed
VHAM
2532
Van Hulzen Asset Management
California
-$95.1K -1,526 Closed
WCM
2533
Westend Capital Management
California
-$74.8K -1,200 Closed
FFA
2534
Fairfield Financial Advisors
Massachusetts
-$61.6K -988 Closed
MRP
2535
Measured Risk Portfolios
California
-$58.6K -940 Closed
EPW
2536
Endeavor Private Wealth
Kansas
-$51.5K -827 Closed
Optiver Holding
2537
Optiver Holding
Netherlands
-$45.4K -728 Closed
CPL
2538
Capital & Planning LLC
Georgia
-$45.2K -725 Closed
PFA
2539
Pathway Financial Advisers
Indiana
-$44K -707 Closed
NWWA
2540
New Wave Wealth Advisors
Arkansas
-$36.6K -587 Closed
MA
2541
Modus Advisors
Minnesota
-$17.1K -275 Closed
PCWA
2542
Pacific Capital Wealth Advisors
California
-$15.6K -250 Closed
CTB
2543
Country Trust Bank
Illinois
-$7.6K -122 Closed
RS
2544
Rakuten Securities
Japan
-$5.17K -83 Closed
SJIM
2545
St. Johns Investment Management
Florida
-$4.92K -79 Closed
FWM
2546
FLP Wealth Management
Arkansas
-$2.84K -46 Closed
IWM
2547
IMG Wealth Management
Florida
-$312 -5 Closed
PIS
2548
POM Investment Strategies
North Carolina
-$43 -1 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.