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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
Ameriprise
26
Ameriprise
Minnesota
$499M -$25.8M -416,037 -5%
Financial Engines Advisors
27
Financial Engines Advisors
California
$475M -$8.9M -143,279 -2%
HighTower Advisors
28
HighTower Advisors
Illinois
$431M +$3.52M +56,689 +0.8%
RFC
29
Regions Financial Corp
Alabama
$423M +$5.04M +81,228 +1%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$408M -$625K -10,070 -0.1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$387M +$24.5M +394,207 +6%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$370M +$757K +12,194 +0.2%
AG
33
AlTi Global
New York
$365M -$24.3M -390,517 -6%
AA
34
Alesco Advisors
New York
$306M -$812K -13,074 -0.2%
US Bancorp
35
US Bancorp
Minnesota
$298M +$11.7M +188,515 +4%
Creative Planning
36
Creative Planning
Kansas
$292M +$3.63M +58,485 +1%
Corient Private Wealth
37
Corient Private Wealth
Florida
$287M +$156M +2,512,004 +104%
MCM
38
MAI Capital Management
Ohio
$285M +$13.5M +216,871 +5%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$284M -$5.31M -85,587 -2%
BIM
40
Bridges Investment Management
Nebraska
$265M +$14.7M +236,346 +5%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$264M +$57.6M +926,999 +26%
Cerity Partners
42
Cerity Partners
New York
$262M +$33.2M +535,233 +14%
HNB
43
Huntington National Bank
Ohio
$260M
CAM
44
Cresset Asset Management
Illinois
$260M +$47.6M +767,130 +21%
CWM
45
Circle Wealth Management
New Jersey
$248M -$2.32M -37,388 -0.9%
P
46
&Partners
Tennessee
$246M +$50.6M +814,174 +24%
MERSOM
47
Municipal Employees' Retirement System of Michigan
Michigan
$213M +$102M +1,640,536 +82%
SV
48
Starboard Value
New York
$208M -$24.9M -400,393 -10%
VFA
49
Valeo Financial Advisors
Indiana
$202M +$20.6M +332,514 +11%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$198M -$354K -5,693 -0.2%

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.