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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
AWS
376
Atria Wealth Solutions
New York
$16.6M -$24.1M -410,133 -61%
HAS
377
Holland Advisory Services
Florida
$16.5M -$50.9K -867 -0.3%
TCWA
378
Turtle Creek Wealth Advisors
Texas
$16.5M +$53.1K +905 +0.3%
KLI
379
Kelman-Lazarov Inc
Tennessee
$16.3M +$485K +8,265 +3%
LPAM
380
Lodestar Private Asset Management
California
$16.1M -$39.4K -671 -0.3%
CNC
381
Citizens & Northern Corp
Pennsylvania
$16M -$1.87M -31,928 -11%
WT
382
Washington Trust
Rhode Island
$16M +$731K +12,452 +5%
RIS
383
Retirement Income Solutions
Michigan
$16M -$29.1M -496,118 -66%
Macquarie Group
384
Macquarie Group
Australia
$16M -$12.2M -208,281 -45%
CASB
385
Cape Ann Savings Bank
Massachusetts
$16M -$410K -6,989 -3%
EFA
386
Evernest Financial Advisors
Indiana
$16M +$7.87K +134 +0.1%
AC
387
Apella Capital
Connecticut
$15.9M +$894K +15,233 +6%
TWP
388
Tower Wealth Partners
Pennsylvania
$15.8M +$331K +5,641 +2%
CWA
389
Clarity Wealth Advisors
California
$15.7M +$230K +3,925 +2%
BFS
390
Burkett Financial Services
South Carolina
$15.7M +$849K +14,467 +6%
AWP
391
Accretive Wealth Partners
New Jersey
$15.7M +$416K +7,082 +3%
BW
392
BostonPremier Wealth
Massachusetts
$15.4M +$392K +6,674 +3%
ET
393
Equitable Trust
Tennessee
$15.4M +$1.11M +18,933 +8%
CWAF
394
Core Wealth Advisors (Florida)
Florida
$15.4M +$370K +6,311 +3%
CFFNO
395
Common Fund For Nonprofit Organizations
Connecticut
$15.2M +$45K +766 +0.3%
NPF
396
Norris Perne & French
Michigan
$15.1M +$321K +5,473 +2%
FIM
397
Freedom Investment Management
Connecticut
$15.1M +$667K +11,363 +5%
PIC
398
Platt Investment Counsel
Florida
$15.1M -$173K -2,942 -1%
SAA
399
Southeast Asset Advisors
Georgia
$15.1M +$641K +10,912 +5%
EFM
400
Eley Financial Management
Vermont
$15M +$74K +1,260 +0.5%

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.