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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
EL
626
EWA LLC
Pennsylvania
$6.92M +$153K +2,456 +2%
Chevy Chase Trust
627
Chevy Chase Trust
Maryland
$6.92M -$155K -2,489 -2%
CWA
628
Clarus Wealth Advisors
Arizona
$6.91M +$1.21M +19,508 +18%
ONB
629
Old National Bancorp
Indiana
$6.9M +$1.13M +18,188 +18%
ACA
630
Aptus Capital Advisors
Alabama
$6.9M +$704K +11,340 +11%
MF
631
Meridian Financial
Massachusetts
$6.89M +$65K +1,046 +0.9%
HCM
632
Hicks Capital Management
Ohio
$6.88M +$7.32M +117,863 New
BWA
633
Bordeaux Wealth Advisors
California
$6.86M -$1.15M -18,564 -14%
CIAS
634
Capital Investment Advisory Services
North Carolina
$6.86M +$111K +1,795 +2%
MA
635
Mutual Advisors
Nebraska
$6.85M +$613K +9,876 +9%
BHIA
636
Birch Hill Investment Advisors
Massachusetts
$6.82M +$126K +2,035 +2%
FG
637
Fiduciary Group
Georgia
$6.81M -$129K -2,081 -2%
LIA
638
Lynx Investment Advisory
District of Columbia
$6.81M -$262K -4,213 -3%
EWA
639
Exencial Wealth Advisors
Oklahoma
$6.81M -$49.3K -794 -0.7%
PGFC
640
Peapack-Gladstone Financial Corp
New Jersey
$6.81M -$24.9K -401 -0.3%
PFS
641
Prospera Financial Services
Texas
$6.78M +$218K +3,517 +3%
SCA
642
Snowden Capital Advisors
New York
$6.76M +$717K +11,551 +11%
SW
643
SlateStone Wealth
Florida
$6.76M -$10.2K -164 -0.1%
NEAM
644
New England Asset Management
Connecticut
$6.74M +$1.51M +24,390 +27%
SCM
645
SOL Capital Management
Maryland
$6.73M +$678K +10,925 +10%
SIAM
646
Sterling Investment Advisors (Missouri)
Missouri
$6.68M +$90.4K +1,456 +1%
GWM
647
Global Wealth Management
New Jersey
$6.67M -$220K -3,542 -3%
WG
648
Watchman Group
Texas
$6.67M -$230K -3,702 -3%
BCM
649
Boltwood Capital Management
California
$6.66M +$45.3K +730 +0.6%
MFG
650
Merit Financial Group
Georgia
$6.65M +$1.08M +17,330 +18%

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.