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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
HFS
476
Hopwood Financial Services
Virginia
$11M +$212K +3,420 +2%
FW
477
Fairway Wealth
Ohio
$11M +$1.46M +23,510 +14%
SF
478
Synovus Financial
Georgia
$10.9M +$837K +13,474 +8%
ANTB
479
AMG National Trust Bank
Colorado
$10.9M -$341K -5,497 -3%
PI
480
Pachira Investments
California
$10.7M +$220K +3,536 +2%
MWM
481
MTC Wealth Management
Florida
$10.6M +$525K +8,451 +5%
LWM
482
LeConte Wealth Management
Tennessee
$10.6M +$11.3M +181,608 New
PA
483
Parallel Advisors
California
$10.6M +$1.88M +30,257 +20%
TCM
484
Towercrest Capital Management
Pennsylvania
$10.5M -$4.01M -64,544 -26%
MFA
485
Mayflower Financial Advisors
Massachusetts
$10.5M +$97.4K +1,569 +0.9%
SIC
486
Sterling Investment Counsel
New York
$10.5M +$4.91M +79,030 +78%
FWTB
487
First Western Trust Bank
Colorado
$10.5M -$1.36M -21,822 -11%
OFG
488
Omega Financial Group
California
$10.5M +$150K +2,422 +1%
ACM
489
Advisors Capital Management
New Jersey
$10.4M -$3.21M -51,664 -22%
NGA
490
Naples Global Advisors
Florida
$10.4M +$104K +1,676 +0.9%
CIA
491
Choate Investment Advisors
Massachusetts
$10.4M -$395K -6,365 -3%
RAM
492
Riggs Asset Management
Pennsylvania
$10.4M -$415K -6,688 -4%
GC
493
Grimes & Company
Massachusetts
$10.2M +$339K +5,459 +3%
CB
494
Commerce Bank
Missouri
$10.2M +$222K +3,572 +2%
AF
495
Affiance Financial
Minnesota
$10.2M -$526K -8,471 -5%
VCM
496
Vision Capital Management
Oregon
$10.2M -$166K -2,669 -2%
GWMIA
497
Global Wealth Management Investment Advisory
Florida
$10.1M +$474K +7,639 +5%
1NWS
498
1 North Wealth Services
Maryland
$10.1M +$1.26M +20,337 +13%
PWM
499
Partnership Wealth Management
Maryland
$10.1M +$47K +757 +0.4%
OWM
500
Olympus Wealth Management
Utah
$10.1M +$3.02M +48,697 +39%

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.