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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
GT
326
Glenmede Trust
Pennsylvania
$18.6M -$1.47M -23,742 -7%
Principal Financial Group
327
Principal Financial Group
Iowa
$18.5M +$2.02M +32,523 +11%
AGA
328
Arkos Global Advisors
Texas
$18.2M -$354K -5,704 -2%
Allspring Global Investments
329
Allspring Global Investments
North Carolina
$18.2M +$61.8K +995 +0.3%
VFIC
330
Valley Forge Investment Consultants
Pennsylvania
$18.2M +$126K +2,031 +0.7%
EWA
331
EP Wealth Advisors
California
$18.1M -$210K -3,375 -1%
DAS
332
Dynamic Advisor Solutions
Arizona
$18M +$828K +13,326 +5%
DFA
333
DHJJ Financial Advisors
Illinois
$17.8M -$215K -3,455 -1%
GSWM
334
Greenup Street Wealth Management
Michigan
$17.8M +$1.45M +23,297 +8%
PAS
335
PKS Advisory Services
New York
$17.7M +$595K +9,586 +3%
IF
336
Ironwood Financial
Arizona
$17.7M +$415K +6,690 +2%
ST
337
Smithfield Trust
Pennsylvania
$17.6M +$692K +11,150 +4%
HTIM
338
Harbour Trust & Investment Management
Indiana
$17.6M +$610K +9,818 +3%
MWM
339
Marietta Wealth Management
Georgia
$17.5M +$286K +4,598 +2%
LA
340
Lynch & Associates
Indiana
$17.4M +$217K +3,494 +1%
PWMAG
341
Pinnacle Wealth Management Advisory Group
New Jersey
$17.4M +$1.08M +17,470 +6%
CWMK
342
Caliber Wealth Management (Kansas)
Kansas
$17.3M +$18.4M +296,975 New
SIA
343
Soltis Investment Advisors
Utah
$17.3M -$950K -15,300 -5%
WH
344
Whitcomb & Hess
Ohio
$17.2M +$202K +3,256 +1%
NA
345
Nottingham Advisors
New York
$17.1M -$6.41M -103,240 -26%
OGF
346
Orin Green Financial
California
$17.1M +$19.8M +318,498 New
CA
347
Centerpoint Advisors
Massachusetts
$17M +$1.36M +21,867 +8%
CNC
348
Citizens & Northern Corp
Pennsylvania
$17M +$2.53M +40,669 +16%
CGA
349
Crescent Grove Advisors
Illinois
$16.9M +$65.4K +1,053 +0.4%
TCA
350
Trifecta Capital Advisors
Illinois
$16.9M +$299K +4,816 +2%

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.