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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
HCM
701
Hengehold Capital Management
Ohio
$5.59M +$166K +2,673 +3%
AWC
702
Abundance Wealth Counselors
Pennsylvania
$5.58M -$685K -11,023 -10%
DCM
703
Donaldson Capital Management
Indiana
$5.57M +$3.78M +60,825 +176%
SC
704
Stephenson & Company
California
$5.56M +$101K +1,627 +2%
B
705
Birchbrook
Maine
$5.56M +$1.06M +17,064 +22%
BA
706
Bellwether Advisors
Nebraska
$5.53M +$19.5K +314 +0.3%
ECM
707
Exchange Capital Management
Michigan
$5.51M -$266K -4,286 -4%
CSP
708
Cary Street Partners
Virginia
$5.5M -$51.8K -834 -0.9%
GAA
709
Guardian Asset Advisors
Pennsylvania
$5.49M +$251K +4,048 +4%
MMA
710
Miracle Mile Advisors
California
$5.47M -$233K -3,745 -4%
AWM
711
Avior Wealth Management
Nebraska
$5.46M -$390K -6,273 -6%
WPC
712
Wedmont Private Capital
Pennsylvania
$5.44M +$1.57M +25,256 +34%
National Bank of Canada
713
National Bank of Canada
Quebec, Canada
$5.43M -$922K -14,849 -14%
MWM
714
Mission Wealth Management
California
$5.42M +$2.64M +42,536 +84%
HLCM
715
Hi-Line Capital Management
South Dakota
$5.42M +$427K +6,879 +8%
GWM
716
Geneos Wealth Management
Colorado
$5.42M +$1.73M +27,915 +48%
TH
717
TCTC Holdings
Texas
$5.4M +$346K +5,575 +6%
MCCP
718
Mission Creek Capital Partners
California
$5.4M -$3.51M -56,443 -38%
CAG
719
Crestwood Advisors Group
Massachusetts
$5.36M +$264K +4,245 +5%
QCM
720
Quantinno Capital Management
New York
$5.36M +$1.74M +27,946 +44%
LWMNY
721
Landmark Wealth Management (New York)
New York
$5.33M +$1.59M +25,646 +39%
I
722
InvesTrust
Oklahoma
$5.33M -$45.2K -728 -0.8%
MBI
723
May Barnhard Investments
Maryland
$5.32M -$482K -7,764 -8%
SFMG
724
Sage Financial Management Group
Virginia
$5.31M +$155K +2,492 +3%
FC
725
FCA Corp
Texas
$5.3M -$92.2K -1,484 -2%

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.