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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
PBF
451
Petix & Botte Financial
California
$11.9M -$1.96M -31,534 -13%
MWM
452
Meridian Wealth Management
Kentucky
$11.8M -$135K -2,177 -1%
EWA
453
Encompass Wealth Advisors
Oregon
$11.7M +$399K +6,419 +3%
AWM
454
AAF Wealth Management
Massachusetts
$11.7M -$5.65M -91,023 -31%
SWM
455
Spire Wealth Management
Virginia
$11.6M -$2.46M -39,563 -17%
SAG
456
SageView Advisory Group
California
$11.6M +$3.48M +56,031 +39%
CFC
457
Coyle Financial Counsel
Illinois
$11.6M +$1.54M +24,859 +14%
RWMH
458
Riverpoint Wealth Management Holdings
Illinois
$11.6M +$265K +4,269 +2%
CICC
459
Capital Investment Counsel (Colorado)
Colorado
$11.5M -$203K -3,275 -2%
WPW
460
Waldron Private Wealth
Pennsylvania
$11.5M -$112K -1,809 -0.9%
WAP
461
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$202K +3,247 +2%
SQA
462
Simon Quick Advisors
New Jersey
$11.5M -$200K -3,215 -2%
Kayne Anderson Rudnick Investment Management
463
Kayne Anderson Rudnick Investment Management
California
$11.5M -$6.5M -104,667 -35%
FFA
464
Farther Finance Advisors
California
$11.5M +$4.04M +65,127 +50%
LHC
465
Little House Capital
Massachusetts
$11.4M +$2.83M +45,632 +30%
IA
466
IFG Advisors
Missouri
$11.4M +$1.69M +27,163 +16%
FHB
467
First Hawaiian Bank
Hawaii
$11.4M -$32.6M -524,785 -73%
GA
468
GFS Advisors
Texas
$11.2M +$343K +5,521 +3%
MBT
469
Montecito Bank & Trust
California
$11.2M +$24K +386 +0.2%
MHC
470
May Hill Capital
Massachusetts
$11.1M +$41K +660 +0.3%
PS
471
Principal Securities
Iowa
$11.1M
KPWG
472
KFA Private Wealth Group
Virginia
$11.1M +$4.26M +68,648 +57%
HR
473
Hardy Reed
Mississippi
$11.1M +$8.07K +130 +0.1%
MWP
474
Madison Wealth Partners
Wisconsin
$11.1M +$171K +2,760 +1%
KFP
475
KMG Fiduciary Partners
Ohio
$11.1M -$1.63M -26,298 -12%

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.