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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
AWM
301
Altus Wealth Management
Kentucky
$20.4M -$56.6K -912 -0.3%
LCOV
302
London Company of Virginia
Virginia
$20.4M -$3.96M -63,791 -15%
CT
303
Coastline Trust
Rhode Island
$20.3M +$246K +3,968 +1%
SWM
304
Stockman Wealth Management
Montana
$20.3M +$20.5M +330,130 +1,897%
AEPWM
305
Atlantic Edge Private Wealth Management
Florida
$20.3M +$1.69M +27,178 +8%
NFT
306
Nan Fung Trinity
Hong Kong
$20.2M +$21.5M +346,300 New
TCBWMS
307
Texas Capital Bank Wealth Management Services
Texas
$20.1M +$5.9M +95,039 +38%
JA
308
JVL Associates
Michigan
$20M -$224K -3,608 -1%
TF
309
Tompkins Financial
New York
$19.9M +$59.9K +964 +0.3%
EBT
310
Enterprise Bank & Trust
Massachusetts
$19.9M -$1.78M -28,655 -8%
PWM
311
Proathlete Wealth Management
Florida
$19.9M +$1.25M +20,136 +6%
TCOV
312
Trust Company of Vermont
Vermont
$19.8M +$1.6M +25,732 +8%
ABWM
313
Alpine Bank Wealth Management
Colorado
$19.7M +$21M +338,182 New
PA
314
Pinnacle Associates
New York
$19.6M +$1.13M +18,205 +6%
FMN
315
Financial Management Network
California
$19.4M +$2.71M +43,625 +13%
CI
316
Conning Inc
Connecticut
$19.3M
MA
317
Montag & Associates
Georgia
$19.3M -$507K -8,168 -2%
PWM
318
Perigon Wealth Management
California
$19.2M -$7.39M -119,064 -27%
PFPT
319
Pinnacle Financial Partners (Tennessee)
Tennessee
$19M +$1.19M +19,243 +6%
PAS
320
Professional Advisory Services
Florida
$18.9M +$542K +8,724 +3%
PSCM
321
Per Stirling Capital Management
Texas
$18.9M -$414K -6,674 -2%
LMIM
322
Lockheed Martin Investment Management
Maryland
$18.7M
CIAS
323
CFS Investment Advisory Services
New Jersey
$18.7M +$91.3K +1,470 +0.5%
PAM
324
Peninsula Asset Management
Florida
$18.7M -$452K -7,275 -2%
MAM
325
Madison Asset Management
Wisconsin
$18.6M -$1.52M -24,545 -7%

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.