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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
LFAS
551
Level Four Advisory Services
Texas
$8.61M +$1.89M +30,386 +26%
PWP
552
Precedent Wealth Partners
Texas
$8.56M -$1.61M -25,964 -15%
AAS
553
Asset Allocation Strategies
Michigan
$8.54M -$494K -7,961 -5%
PBO
554
Peoples Bank (Ohio)
Ohio
$8.52M -$20.9K -336 -0.2%
HHWM
555
Hiley Hunt Wealth Management
Nebraska
$8.5M +$70.4K +1,133 +0.8%
AI
556
Atria Investments
North Carolina
$8.49M -$458K -7,376 -5%
LSPW
557
Lake Street Private Wealth
Illinois
$8.47M +$272K +4,373 +3%
WB
558
WesBanco Bank
West Virginia
$8.47M +$11.6K +187 +0.1%
SW
559
StrongBox Wealth
Missouri
$8.39M +$694K +11,169 +8%
ST
560
Sageworth Trust
Pennsylvania
$8.36M +$7.87M +126,793 +772%
ISWM
561
Independent Solutions Wealth Management
New York
$8.28M +$78.6K +1,266 +0.9%
RWS
562
Rochester Wealth Strategies
Michigan
$8.24M +$8.77M +141,255 New
DC
563
Destiny Capital
Colorado
$8.23M +$576K +9,279 +7%
AF
564
AtlasMark Financial
Texas
$8.19M +$300K +4,833 +4%
CT
565
Caldwell Trust
Florida
$8.11M +$896K +14,430 +12%
BWA
566
BlueChip Wealth Advisors
Georgia
$8.11M -$531K -8,552 -6%
EW
567
Elyxium Wealth
California
$8.1M -$79.9K -1,286 -0.9%
SFC
568
Strategic Financial Concepts
Texas
$8.09M +$1.05M +16,845 +14%
FF
569
Finley Financial
Nevada
$8.09M +$154K +2,478 +2%
RP
570
Rice Partnership
Hawaii
$8.09M +$2.3M +37,067 +36%
PWA
571
Physician Wealth Advisors
Utah
$8.08M -$1.33M -21,496 -13%
TA
572
Tectonic Advisors
Texas
$8.07M +$328K +5,278 +4%
GCA
573
Greenwood Capital Associates
South Carolina
$8.07M +$4.64M +74,746 +118%
BHBT
574
Burke & Herbert Bank & Trust
Virginia
$8.01M +$15.2K +244 +0.2%
EB
575
Eastern Bank
Massachusetts
$7.99M -$1.24M -20,046 -13%

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.