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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
JSW
276
Journey Strategic Wealth
New Jersey
$22.7M +$4.6M +74,100 +24%
BPA
277
Beacon Pointe Advisors
California
$22.7M -$488K -7,863 -2%
BSSFA
278
Baron Silver Stevens Financial Advisors
Florida
$22.7M -$687K -11,067 -3%
BWIA
279
Bryant Woods Investment Advisors
New York
$22.6M -$149K -2,392 -0.6%
SL
280
Salomon & Ludwin
Virginia
$22.5M -$454K -7,317 -2%
KWMG
281
King Wealth Management Group
Florida
$22.5M +$262K +4,221 +1%
VA
282
VestGen Advisors
Illinois
$22.1M +$23.6M +379,536 New
CIA
283
Concurrent Investment Advisors
Florida
$22.1M -$1.92M -30,905 -8%
ISB
284
Iowa State Bank
Iowa
$22M +$998K +16,071 +4%
TPCW
285
TD Private Client Wealth
New York
$21.9M -$766K -12,330 -3%
TCM
286
Twele Capital Management
Minnesota
$21.9M +$1.67M +26,908 +8%
GIA
287
Gladstone Institutional Advisory
Florida
$21.4M +$2.64M +42,485 +13%
NRI
288
NFP Retirement Inc
California
$21.3M +$4.5M +72,451 +25%
JFGIW
289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.2M +$1.2M +19,356 +6%
SA
290
Sanctuary Advisors
Indiana
$21.2M +$3.03M +48,716 +16%
HCA
291
Horan Capital Advisors
Ohio
$21.2M +$227K +3,654 +1%
HG
292
Harbor Group
New Hampshire
$21.1M -$7.35M -118,302 -25%
AB
293
ANB Bank
Colorado
$21.1M +$973K +15,673 +5%
MCWS
294
McKinley Carter Wealth Services
West Virginia
$21.1M +$5.22M +84,081 +30%
ATC
295
Argent Trust Co
Tennessee
$21.1M +$33.8K +544 +0.2%
KPWS
296
Kestra Private Wealth Services
Texas
$21M +$629K +10,136 +3%
SPC
297
Sigma Planning Corp
Michigan
$21M -$1.2M -19,358 -5%
DA
298
Drake & Associates
Wisconsin
$20.7M +$718K +11,561 +3%
GT
299
Glenview Trust
Kentucky
$20.6M +$250K +4,023 +1%
HS
300
Horan Securities
United States
$20.6M +$649K +10,447 +3%

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.