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iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $75.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 967 increasing their positions, 996 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $6.8M

65% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $70.9B → $75.7B (+$4.72B)

1% more funds holding

Funds holding: 2,4202,436 (+16)

0.47% more ownership

Funds ownership: 79.07%79.54% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 996

2% less funds holding in top 10

Funds holding in top 10: 367361 (-6)

Holders
2,436
Holders Change
+16
Holders Change %
+0.66%
% of All Funds
32.07%
Holding in Top 10
361
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.63%
% of All Funds
4.75%
New
145
Increased
967
Reduced
996
Closed
88
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Stratos Investment Management
Ohio
$9.23M -$157K -2,669 -2%
TA
552
Tectonic Advisors
Texas
$9.21M +$600K +10,220 +7%
KWM
553
Kingsview Wealth Management
Oregon
$9.19M +$697K +11,878 +9%
NPT
554
National Philanthropic Trust
Pennsylvania
$9.17M -$366K -6,235 -4%
SFP
555
Sandbox Financial Partners
Maryland
$9.17M +$8.31M +141,577 +2,282%
RPC
556
Rossmore Private Capital
Connecticut
$9.16M -$93.5K -1,593 -1%
GWMIA
557
Global Wealth Management Investment Advisory
Florida
$9.1M -$1.6M -27,186 -16%
SW
558
StrongBox Wealth
Missouri
$9.08M +$149K +2,539 +2%
STA
559
Summit Trail Advisors
New York
$9.05M +$8.57M +145,961 New
RSVP
560
Ramsay Stattman Vela & Price
Colorado
$9.04M -$353K -6,014 -4%
DJYG
561
David J. Yvars Group
Florida
$8.99M +$3.41M +58,146 +67%
DC
562
Destiny Capital
Colorado
$8.99M +$229K +3,901 +3%
HWM
563
HB Wealth Management
Georgia
$8.94M -$1.61M -27,411 -16%
YP
564
YANKCOM Partnership
South Dakota
$8.94M +$551K +9,391 +7%
NAM
565
NorthCrest Asset Manangement
Minnesota
$8.92M -$611K -10,412 -7%
ISWM
566
Independent Solutions Wealth Management
New York
$8.86M +$62.9K +1,072 +0.8%
CGFA
567
Colton Groome Financial Advisors
North Carolina
$8.85M +$215K +3,657 +3%
LKWM
568
Lee-Kelleher Wealth Management
Maryland
$8.82M +$322K +5,481 +4%
PWA
569
Physician Wealth Advisors
Utah
$8.8M +$201K +3,422 +2%
CT
570
Caldwell Trust
Florida
$8.77M +$142K +2,412 +2%
WFAG
571
Wescott Financial Advisory Group
Pennsylvania
$8.75M +$610K +10,387 +8%
BMD
572
Better Money Decisions
New Mexico
$8.74M +$311K +5,295 +4%
PCIA
573
Prime Capital Investment Advisors
Kansas
$8.68M -$6.52M -111,055 -44%
NCM
574
Novare Capital Management
North Carolina
$8.67M +$176K +2,998 +2%
LWM
575
LeConte Wealth Management
Tennessee
$8.66M -$2.47M -42,022 -23%

IJH Hedge Fund Activity: Q2 2025 in Review

2,436 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2025, worth a combined $75.7B — up 6.6% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 88 closed out — a net gain of 57 holders — while 967 added to existing stakes and 996 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $750M.

  • 2,436 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2025, up from 2,420 in Q1 2025.
  • Funds reported $75.7B of iShares Core S&P Mid-Cap ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2025 and 88 closed out, a net change of +57 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2025 was Goldman Sachs, an estimated $523M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $750M sold.

Based on aggregated 13F filings for Q2 2025.