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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
GT
301
Glenview Trust
Kentucky
$21.9M +$7.1K +121 +0%
PA
302
Pinnacle Associates
New York
$21.9M +$1.02M +17,355 +5%
HS
303
Horan Securities
United States
$21.7M -$227K -3,864 -1%
TCBWMS
304
Texas Capital Bank Wealth Management Services
Texas
$21.6M +$231K +3,940 +1%
SWA
305
Serenus Wealth Advisors
California
$21.5M -$3.93M -66,919 -16%
AWM
306
Altus Wealth Management
Kentucky
$21.5M -$124K -2,108 -0.6%
GIM
307
Glenmede Investment Management
Pennsylvania
$21.3M +$20.2M +343,568 New
NRI
308
NFP Retirement Inc
California
$21.3M -$1.3M -22,072 -6%
PFA
309
Presper Financial Architects
Ohio
$21.3M +$20.1M +342,735 New
ABWM
310
Alpine Bank Wealth Management
Colorado
$21.2M +$242K +4,120 +1%
TCOV
311
Trust Company of Vermont
Vermont
$21M -$64.4K -1,097 -0.3%
BFG
312
Bleakley Financial Group
New Jersey
$20.9M +$16.1M +273,536 +429%
AGA
313
Arkos Global Advisors
Texas
$20.8M +$1.31M +22,401 +7%
PFPT
314
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.7M +$545K +9,288 +3%
VAS
315
Vestmark Advisory Solutions
Massachusetts
$20.7M +$17.5M +298,605 +859%
CWMK
316
Caliber Wealth Management (Kansas)
Kansas
$20.6M +$2.1M +35,832 +12%
CI
317
Conning Inc
Connecticut
$20.5M
PAS
318
Professional Advisory Services
Florida
$20.2M +$115K +1,953 +0.6%
OGF
319
Orin Green Financial
California
$20.1M +$305K +5,188 +2%
GSWM
320
Greenup Street Wealth Management
Michigan
$20M +$1.08M +18,326 +6%
ASN
321
Advisory Services Network
Georgia
$19.8M -$6.67M -113,666 -27%
PAM
322
Peninsula Asset Management
Florida
$19.8M -$27K -460 -0.1%
DAS
323
Dynamic Advisor Solutions
Arizona
$19.6M +$461K +7,861 +3%
CIAS
324
CFS Investment Advisory Services
New Jersey
$19.6M -$231K -3,942 -1%
4WM
325
49 Wealth Management
Texas
$19.6M +$2.61M +44,504 +16%

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.