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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
BAM
576
Belpointe Asset Management
Nevada
$8.63M +$1.6M +27,201 +24%
MA
577
Mutual Advisors
Nebraska
$8.62M +$755K +12,857 +11%
AWM
578
Avaii Wealth Management
Wisconsin
$8.6M -$1.6M -27,219 -16%
GCA
579
Gallagher Capital Advisors
Texas
$8.57M -$4.85M -82,705 -38%
SG Americas Securities
580
SG Americas Securities
New York
$8.56M +$7.22M +123,034 +820%
PWP
581
Precedent Wealth Partners
Texas
$8.52M -$550K -9,377 -6%
BHBT
582
Burke & Herbert Bank & Trust
Virginia
$8.49M -$19K -324 -0.2%
QCM
583
Quantinno Capital Management
New York
$8.43M +$2.58M +44,020 +48%
PBO
584
Peoples Bank (Ohio)
Ohio
$8.41M -$613K -10,437 -7%
BWA
585
BlueChip Wealth Advisors
Georgia
$8.4M -$202K -3,433 -2%
JE
586
JMAC Enterprises
Pennsylvania
$8.38M +$2.67M +45,552 +51%
MWM
587
Mascoma Wealth Management
New Hampshire
$8.38M +$10.9K +186 +0.1%
NHT
588
New Hampshire Trust
New Hampshire
$8.37M -$74.8K -1,275 -0.9%
SLT
589
St Louis Trust
Missouri
$8.36M
MYIA
590
Mount Yale Investment Advisors
Colorado
$8.32M +$770K +13,113 +11%
CWA
591
Clarus Wealth Advisors
Arizona
$8.29M +$323K +5,503 +4%
CNBTD
592
Citizens National Bank Trust Department
Mississippi
$8.29M +$174K +2,966 +2%
SAM
593
Smithbridge Asset Management
Pennsylvania
$8.25M +$3.78M +64,369 +94%
OWM
594
Opes Wealth Management
California
$8.25M +$1.25M +21,329 +19%
LGA
595
Lebenthal Global Advisors
New York
$8.25M +$113K +1,919 +1%
EB
596
Eastern Bank
Massachusetts
$8.25M -$231K -3,933 -3%
MF
597
Montis Financial
Massachusetts
$8.23M +$70.4K +1,200 +0.9%
VBFG
598
Vishria Bird Financial Group
Tennessee
$8.2M -$23.9K -408 -0.3%
RIA
599
Richwood Investment Advisors
Ohio
$8.2M -$41.5K -707 -0.5%
MIM
600
MetLife Investment Management
New Jersey
$8.19M -$65.2K -1,110 -0.8%

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.