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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
NCM
576
Novare Capital Management
North Carolina
$7.98M +$449K +7,225 +6%
LKWM
577
Lee-Kelleher Wealth Management
Maryland
$7.98M +$155K +2,503 +2%
KWM
578
Kingsview Wealth Management
Oregon
$7.96M -$536K -8,627 -6%
NHT
579
New Hampshire Trust
New Hampshire
$7.95M -$649K -10,449 -7%
PCP
580
Panoramic Capital Partners
Oregon
$7.94M +$1.65M +26,497 +21%
LC
581
Lindbrook Capital
California
$7.92M -$217K -3,492 -3%
BMD
582
Better Money Decisions
New Mexico
$7.92M -$106K -1,700 -1%
CGFA
583
Colton Groome Financial Advisors
North Carolina
$7.91M -$525K -8,460 -6%
DWT
584
Dorsey & Whitney Trust
South Dakota
$7.88M -$1.01M -16,303 -11%
MWM
585
Mascoma Wealth Management
New Hampshire
$7.87M +$892K +14,362 +12%
SLT
586
St Louis Trust
Missouri
$7.87M -$1.53M -24,637 -15%
YP
587
YANKCOM Partnership
South Dakota
$7.87M -$225K -3,622 -3%
AA
588
Advisory Alpha
Michigan
$7.84M +$394K +6,351 +5%
CFB
589
Cullen/Frost Bankers
Texas
$7.82M +$43.7K +703 +0.5%
PIAS
590
PCA Investment Advisory Services
Ohio
$7.82M +$1.28M +20,609 +18%
MIM
591
MetLife Investment Management
New Jersey
$7.77M +$347K +5,590 +4%
RIA
592
Richwood Investment Advisors
Ohio
$7.76M +$285K +4,592 +4%
VBFG
593
Vishria Bird Financial Group
Tennessee
$7.74M +$7.97M +128,300 +2,953%
EIA
594
Eldridge Investment Advisors
New Hampshire
$7.73M -$25.2K -406 -0.3%
ODIJL
595
One Day In July LLC
Vermont
$7.72M -$3.9M -62,872 -32%
PWW
596
Pettyjohn Wood & White
Virginia
$7.7M +$25.3K +408 +0.3%
GIA
597
GHP Investment Advisors
Colorado
$7.7M -$6.89K -111 -0.1%
MF
598
Montis Financial
Massachusetts
$7.67M +$48.9K +788 +0.6%
RFG
599
RFP Financial Group
Georgia
$7.65M +$114K +1,833 +1%
LGA
600
Lebenthal Global Advisors
New York
$7.65M +$198K +3,186 +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.