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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
CPW
651
Crestmont Private Wealth
Texas
$6.63M -$3.16M -50,956 -31%
BOH
652
Bank of Hawaii
Hawaii
$6.56M
FHA
653
Flagship Harbor Advisors
Massachusetts
$6.56M +$1.21M +19,466 +21%
AF
654
Apollon Financial
South Carolina
$6.55M +$3.94M +63,402 +130%
CCWA
655
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.54M -$511K -8,226 -7%
BAM
656
Belpointe Asset Management
Nevada
$6.53M +$151K +2,430 +2%
OWM
657
Opes Wealth Management
California
$6.51M +$1.39M +22,347 +25%
JWM
658
JPL Wealth Management
Colorado
$6.51M +$117K +1,878 +2%
QCIG
659
Quad-Cities Investment Group
Iowa
$6.5M +$181K +2,909 +3%
AWMG
660
ADG Wealth Management Group
Louisiana
$6.5M -$248K -3,987 -3%
IA
661
IFS Advisors
Kansas
$6.49M +$6.96K +112 +0.1%
ANBT
662
American National Bank & Trust
Texas
$6.4M +$185K +2,983 +3%
PFA
663
Pettinga Financial Advisors
Indiana
$6.38M +$107K +1,731 +2%
WIA
664
World Investment Advisors
California
$6.37M -$1.19M -19,085 -15%
BWM
665
Boyd Wealth Management
California
$6.35M +$27.9K +449 +0.4%
LT
666
Legacy Trust
Michigan
$6.35M -$15.9K -256 -0.2%
P
667
Pitcairn
Pennsylvania
$6.35M +$776K +12,500 +13%
CI
668
Cambiar Investors
Colorado
$6.27M -$3.34M -53,709 -33%
AFP
669
Alpha Financial Partners
Kentucky
$6.26M +$325K +5,232 +5%
SSWM
670
Sheets Smith Wealth Management
North Carolina
$6.26M
SSW
671
Smith Shellnut Wilson
Mississippi
$6.25M +$37.3K +600 +0.6%
EWM
672
EPG Wealth Management
Georgia
$6.24M +$131K +2,108 +2%
FC
673
Financial Council
Maryland
$6.24M +$8.94K +144 +0.1%
CWA
674
Cascade Wealth Advisors
Washington
$6.23M +$1.43M +23,015 +26%
BB
675
Busey Bank
Illinois
$6.2M +$2.17M +34,916 +49%

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.