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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
SB
351
Simmons Bank
Arkansas
$16.8M -$954K -15,364 -5%
FNT
352
First National Trust
Pennsylvania
$16.8M -$1.41M -22,764 -7%
LIM
353
Leavell Investment Management
Alabama
$16.8M -$263K -4,242 -1%
Brown Advisory
354
Brown Advisory
Maryland
$16.7M +$4.68M +75,425 +36%
IFG
355
Independent Financial Group
California
$16.5M -$405K -6,516 -2%
AWA
356
Artemis Wealth Advisors
New York
$16.5M +$17.6M +282,963 New
NOI
357
Newton One Investments
Delaware
$16.4M +$202K +3,260 +1%
TPWA
358
TRUE Private Wealth Advisors
Oregon
$16.3M -$10.8M -174,550 -38%
ACGA
359
Atlanta Consulting Group Advisors
Georgia
$16.3M +$4.87M +78,368 +39%
PPW
360
PACK Private Wealth
Minnesota
$16.2M -$18.1K -292 -0.1%
CFIA
361
Cantor Fitzgerald Investment Advisors
New York
$16.2M -$425K -6,847 -2%
FNT
362
First Nebraska Trust
Nebraska
$16.1M +$692K +11,149 +4%
JWBC
363
J.W. Burns & Co
New York
$16.1M +$443K +7,139 +3%
FAIM
364
Financial Advocates Investment Management
Washington
$16.1M -$7.67M -123,548 -31%
BBHC
365
Brown Brothers Harriman & Co
New York
$16M -$1.41M -22,776 -8%
IW
366
Instrumental Wealth
Florida
$15.9M +$3.9M +62,860 +29%
MSA
367
Marino Stram & Associates
Massachusetts
$15.9M +$329K +5,301 +2%
4WM
368
49 Wealth Management
Texas
$15.8M +$16.3M +263,158 +3,157%
AWM
369
Avondale Wealth Management
Texas
$15.8M +$988K +15,914 +6%
1SB
370
1ST Source Bank
Indiana
$15.8M +$1.08M +17,330 +7%
AMG
371
Asset Management Group
Connecticut
$15.7M +$1.06M +17,011 +7%
HAS
372
Holland Advisory Services
Florida
$15.6M +$3.5M +56,365 +27%
CA
373
Cambridge Advisors
Nebraska
$15.6M +$9.56K +154 +0.1%
TCWA
374
Turtle Creek Wealth Advisors
Texas
$15.4M +$2.3M +36,995 +16%
CASB
375
Cape Ann Savings Bank
Massachusetts
$15.4M -$526K -8,466 -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.