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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
VFIC
326
Valley Forge Investment Consultants
Pennsylvania
$19.5M +$204K +3,468 +1%
PWMAG
327
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M +$1.02M +17,303 +6%
Allspring Global Investments
328
Allspring Global Investments
North Carolina
$19.5M
JA
329
JVL Associates
Michigan
$19.4M -$1.67M -28,467 -8%
EBT
330
Enterprise Bank & Trust
Massachusetts
$19.3M -$1.72M -29,304 -9%
Brown Advisory
331
Brown Advisory
Maryland
$19.1M +$1.29M +22,017 +8%
DFA
332
DHJJ Financial Advisors
Illinois
$19M +$1.17K +20 +0%
PAS
333
PKS Advisory Services
New York
$18.9M +$67.7K +1,153 +0.4%
HTIM
334
Harbour Trust & Investment Management
Indiana
$18.9M +$214K +3,645 +1%
LA
335
Lynch & Associates
Indiana
$18.9M +$331K +5,643 +2%
MWM
336
Marietta Wealth Management
Georgia
$18.8M +$172K +2,931 +1%
PWM
337
Perigon Wealth Management
California
$18.7M -$1.54M -26,244 -8%
PPW
338
PACK Private Wealth
Minnesota
$18.7M +$1.4M +23,930 +9%
IW
339
Instrumental Wealth
Florida
$18.7M +$1.04M +17,687 +6%
CA
340
Cambridge Advisors
Nebraska
$18.6M +$1.97M +33,527 +13%
SIA
341
Soltis Investment Advisors
Utah
$18.6M +$129K +2,196 +0.7%
WH
342
Whitcomb & Hess
Ohio
$18.5M +$287K +4,890 +2%
NOI
343
Newton One Investments
Delaware
$18.5M +$1.06M +18,018 +6%
FWA
344
FSM Wealth Advisors
Ohio
$18.4M +$1.66M +28,206 +11%
1SB
345
1ST Source Bank
Indiana
$18.4M +$1.51M +25,753 +10%
LIM
346
Leavell Investment Management
Alabama
$18.3M +$493K +8,401 +3%
CGA
347
Crescent Grove Advisors
Illinois
$18.3M +$349K +5,937 +2%
MA
348
Montag & Associates
Georgia
$18.2M -$2.13M -36,358 -11%
ST
349
Smithfield Trust
Pennsylvania
$18.2M -$529K -9,009 -3%
CA
350
Centerpoint Advisors
Massachusetts
$18.2M +$122K +2,077 +0.7%

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.