We are live on ! Find out more
IJH icon

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
FFS
526
Founders Financial Securities
Maryland
$9.45M +$751K +12,088 +8%
GVAG
527
Great Valley Advisor Group
Delaware
$9.42M +$131K +2,116 +1%
D
528
Dentgroup
Louisiana
$9.33M +$693K +11,156 +8%
Vanguard Group
529
Vanguard Group
Pennsylvania
$9.31M +$27.2K +438 +0.3%
EA
530
Enclave Advisors
Texas
$9.27M -$1.12M -18,097 -10%
EWM
531
Evercore Wealth Management
New York
$9.27M -$714K -11,499 -7%
USB
532
Union Savings Bank
Connecticut
$9.26M -$616K -9,927 -6%
EIP
533
Ellis Investment Partners
Pennsylvania
$9.25M +$44.5K +717 +0.5%
JF
534
JSF Financial
California
$9.19M -$35.3K -569 -0.4%
NAM
535
NTV Asset Management
West Virginia
$9.18M -$271K -4,362 -3%
ABC
536
Associated Banc-Corp
Wisconsin
$9.16M +$203K +3,273 +2%
Citadel Advisors
537
Citadel Advisors
Florida
$9.15M -$8.56M -137,843 -47%
NPT
538
National Philanthropic Trust
Pennsylvania
$8.99M +$390K +6,277 +4%
JWCA
539
J.W. Cole Advisors
Florida
$8.99M +$778K +12,529 +9%
HAC
540
Harbor Advisory Corp
New Hampshire
$8.98M +$483K +7,771 +5%
RSVP
541
Ramsay Stattman Vela & Price
Colorado
$8.86M +$85.8K +1,382 +0.9%
SIM
542
Stratos Investment Management
Ohio
$8.84M +$69.9K +1,125 +0.7%
ITB
543
Idaho Trust Bank
Idaho
$8.83M +$54.5K +878 +0.6%
SFI
544
SPC Financial Inc
Maryland
$8.82M +$490K +7,884 +6%
ZIM
545
Zacks Investment Management
Illinois
$8.77M -$58.1K -936 -0.6%
NAM
546
NorthCrest Asset Manangement
Minnesota
$8.77M -$1.03M -16,605 -10%
FCP
547
Fidelis Capital Partners
Florida
$8.75M +$4.35M +70,122 +83%
RPC
548
Rossmore Private Capital
Connecticut
$8.71M +$308K +4,957 +3%
TA
549
TruWealth Advisors
Louisiana
$8.7M +$298K +4,792 +3%
EFS
550
Econ Financial Services
Pennsylvania
$8.62M +$3.15M +50,664 +52%

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.