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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
CNBTD
601
Citizens National Bank Trust Department
Mississippi
$7.62M +$117K +1,887 +1%
WFAG
602
Wescott Financial Advisory Group
Pennsylvania
$7.62M +$1.03M +16,614 +15%
SWA
603
Stratos Wealth Advisors
Ohio
$7.62M +$190K +3,067 +2%
AIMC
604
Alley Investment Management Company
Illinois
$7.52M +$50.8K +818 +0.6%
VRM
605
Vectors Research Management
New York
$7.52M +$1.76M +28,323 +28%
MCM
606
Magnolia Capital Management
New York
$7.35M -$267K -4,300 -3%
GWMR
607
GC Wealth Management RIA
Massachusetts
$7.35M +$3.04K +49 +0%
BTWM
608
Baker Tilly Wealth Management
Wisconsin
$7.33M -$863K -13,896 -10%
WS
609
Wela Strategies
Georgia
$7.29M +$7.76M +124,914 New
NL
610
NWAM LLC
Washington
$7.28M -$454K -7,313 -6%
CWM
611
Cahill Wealth Management
Michigan
$7.25M -$55K -885 -0.7%
CCM
612
Canal Capital Management
Virginia
$7.24M +$158K +2,544 +2%
UWPG
613
Ullmann Wealth Partners Group
Florida
$7.21M -$291K -4,693 -4%
FNBOH
614
First National Bank of Hutchinson
Kansas
$7.2M +$52.8K +850 +0.7%
TSWM
615
Triangle Securities Wealth Management
North Carolina
$7.18M +$490K +7,885 +7%
UBS AM
616
UBS AM
Illinois
$7.14M +$7.6M +122,394 New
MOS
617
MGO One Seven
Ohio
$7.1M -$876K -14,099 -10%
TDWM
618
Topel & Distasi Wealth Management
California
$7.08M -$4.59K -74 -0.1%
PB
619
Pinnacle Bancorp
Nebraska
$7.06M -$75.7K -1,219 -1%
MYIA
620
Mount Yale Investment Advisors
Colorado
$7.06M +$2.9M +46,713 +63%
ACA
621
Affinity Capital Advisors
California
$7.04M +$546K +8,793 +7%
AWAP
622
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.02M +$95.4K +1,537 +1%
RL
623
Rogco LP
Oklahoma
$7M +$191K +3,079 +3%
SEM
624
Strategic Equity Management
Arizona
$6.98M -$6.88M -110,838 -48%
PCM
625
Pennsylvania Capital Management
Pennsylvania
$6.93M +$109K +1,750 +1%

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.