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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
RCM
676
Richardson Capital Management
Wisconsin
$6.2M +$4.78K +77 +0.1%
CSA
677
Cottage Street Advisors
Massachusetts
$6.15M +$87.3K +1,405 +1%
EFS
678
Essex Financial Services
Connecticut
$6.13M -$88.2K -1,420 -1%
TCG
679
Transcendent Capital Group
Oklahoma
$6.1M +$58.7K +946 +0.9%
RCAG
680
Rehmann Capital Advisory Group
Michigan
$6.03M -$393K -6,336 -6%
BOJHT
681
Bank of Jackson Hole Trust
Wyoming
$6M +$131K +2,104 +2%
CFS
682
CGC Financial Services
Oregon
$5.99M +$557K +8,966 +10%
QFA
683
Quattro Financial Advisors
Texas
$5.98M +$6.37M +102,542 New
AFS
684
AFG Fiduciary Services
Massachusetts
$5.96M -$78.9K -1,270 -1%
BIA
685
Bigelow Investment Advisors
Maine
$5.95M +$120K +1,929 +2%
WI
686
WrapManager Inc
California
$5.93M +$78.4K +1,263 +1%
CHC
687
City Holding Co
West Virginia
$5.92M +$260K +4,184 +4%
BCG
688
BayBridge Capital Group
California
$5.92M +$108K +1,742 +2%
RIA
689
Regal Investment Advisors
Michigan
$5.89M +$30.2K +487 +0.5%
FFWA
690
FRG Family Wealth Advisors
Washington
$5.89M -$59.6K -960 -0.9%
FA
691
Flagstar Advisors
New York
$5.86M -$584K -9,397 -9%
CAL
692
Capital Analysts LLC
Pennsylvania
$5.86M -$56.5M -909,073 -90%
FPW
693
Flagship Private Wealth
Massachusetts
$5.85M -$88.2K -1,421 -1%
GA
694
Goldstein Advisors
Wisconsin
$5.83M +$1.01M +16,239 +19%
FTS
695
Fifth Third Securities
Ohio
$5.79M +$18.6K +299 +0.3%
CFD
696
Creative Financial Designs
Indiana
$5.76M -$27.9K -450 -0.5%
American Century Companies
697
American Century Companies
Missouri
$5.74M +$354K +5,700 +6%
BTWM
698
Brass Tax Wealth Management
Ohio
$5.73M +$349K +5,627 +6%
TFCP
699
Twin Focus Capital Partners
Massachusetts
$5.67M +$200K +3,221 +3%
CB
700
Centennial Bank
Arkansas
$5.63M +$183K +2,954 +3%

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.