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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
ACP
501
Arcus Capital Partners
Georgia
$10.1M -$1.35M -21,728 -11%
MM
502
Meridian Management
Arkansas
$10.1M -$988K -15,917 -8%
PG
503
Proffitt & Goodson
Tennessee
$10M +$439K +7,077 +4%
HWM
504
HB Wealth Management
Georgia
$10M +$1.63M +26,283 +18%
MPCG
505
Matrix Private Capital Group
New York
$10M -$45.6K -734 -0.4%
GFG
506
Greenberg Financial Group
Arizona
$9.99M +$9.19M +147,995 New
BBNA
507
Bremer Bank National Association
Minnesota
$9.91M +$461K +7,421 +5%
CAM
508
Campion Asset Management
Virginia
$9.86M +$381K +6,138 +4%
MSA
509
Mason Street Advisors
Wisconsin
$9.85M -$4.94M -79,600 -32%
CFA
510
Cahill Financial Advisors
Minnesota
$9.85M +$239K +3,856 +2%
LPFG
511
Landing Point Financial Group
Ohio
$9.82M -$1.63M -26,276 -13%
CI
512
CX Institutional
Indiana
$9.8M +$1.24M +19,944 +13%
CAC
513
Certified Advisory Corp
Florida
$9.8M -$183K -2,947 -2%
NW
514
NewEdge Wealth
Pennsylvania
$9.76M +$37.1K +598 +0.4%
TCM
515
Telos Capital Management
California
$9.72M +$333K +5,366 +3%
RFO
516
RiverGlades Family Offices
Florida
$9.72M +$26.5K +426 +0.3%
DC
517
Davenport & Co
Virginia
$9.68M +$333K +5,361 +3%
AWM
518
Avaii Wealth Management
Wisconsin
$9.68M +$9.94M +160,077 +2,779%
CFG
519
Carr Financial Group
Massachusetts
$9.66M +$30.4K +489 +0.3%
CCB
520
Country Club Bank
Missouri
$9.65M +$871K +14,020 +9%
SA
521
SoundView Advisors
Washington
$9.53M +$352K +5,669 +4%
CB
522
Community Bank
New York
$9.52M -$745 -12 -0%
AFS
523
Aft Forsyth & Sober
Florida
$9.52M -$4.28M -69,000 -30%
IA
524
IFP Advisors
Florida
$9.49M +$1.55M +24,920 +18%
FCBT
525
First Citizens Bank & Trust
North Carolina
$9.46M +$160K +2,577 +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.