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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
FWA
376
FSM Wealth Advisors
Ohio
$15.3M +$600K +9,665 +4%
LPAM
377
Lodestar Private Asset Management
California
$15.2M +$467K +7,521 +3%
APW
378
Acima Private Wealth
Virginia
$15.1M -$2.19M -35,205 -12%
EFA
379
Evernest Financial Advisors
Indiana
$15M +$64.2K +1,033 +0.4%
CF
380
CBM Financial
Texas
$14.9M +$15.2M +244,315 New
DFG
381
Demars Financial Group
Washington
$14.9M -$5.64M -90,875 -9%
IAN
382
Integrated Advisors Network
Texas
$14.9M -$16.9M -271,947 -52%
KLI
383
Kelman-Lazarov Inc
Tennessee
$14.8M +$249K +4,011 +2%
IPW
384
IronBridge Private Wealth
Texas
$14.7M +$1.31M +21,033 +9%
PCIA
385
Prime Capital Investment Advisors
Kansas
$14.6M +$6.61M +106,410 +74%
GPA
386
Guidance Point Advisors
Massachusetts
$14.6M +$315K +5,066 +2%
CWA
387
Clarity Wealth Advisors
California
$14.6M +$286K +4,598 +2%
TWP
388
Tower Wealth Partners
Pennsylvania
$14.5M +$68.7K +1,106 +0.4%
PAS
389
Park Avenue Securities
New York
$14.5M +$1.31M +21,173 +9%
Squarepoint
390
Squarepoint
New York
$14.4M +$15.4M +247,529 New
SMC
391
Smith, Moore & Co
Missouri
$14.4M +$656K +10,560 +4%
PIC
392
Platt Investment Counsel
Florida
$14.4M +$657K +10,577 +4%
WT
393
Washington Trust
Rhode Island
$14.4M +$1.97M +31,757 +15%
TCM
394
Traynor Capital Management
Pennsylvania
$14.3M -$907K -14,609 -6%
CFFNO
395
Common Fund For Nonprofit Organizations
Connecticut
$14.3M +$41.5K +669 +0.3%
COPPSERS
396
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.3M +$3.59M +57,762 +31%
AWP
397
Accretive Wealth Partners
New Jersey
$14.3M +$2.02M +32,576 +15%
BW
398
BostonPremier Wealth
Massachusetts
$14.1M +$258K +4,162 +2%
CWAF
399
Core Wealth Advisors (Florida)
Florida
$14.1M -$632K -10,184 -4%
EFM
400
Eley Financial Management
Vermont
$14.1M +$386K +6,223 +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.