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iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $75.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 967 increasing their positions, 996 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $6.8M

65% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $70.9B → $75.7B (+$4.72B)

1% more funds holding

Funds holding: 2,4202,436 (+16)

0.47% more ownership

Funds ownership: 79.07%79.54% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 996

2% less funds holding in top 10

Funds holding in top 10: 367361 (-6)

Holders
2,436
Holders Change
+16
Holders Change %
+0.66%
% of All Funds
32.07%
Holding in Top 10
361
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.63%
% of All Funds
4.75%
New
145
Increased
967
Reduced
996
Closed
88
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
701
AlphaCore Capital
California
$6.23M +$3.43M +58,507 +139%
EFS
702
Essex Financial Services
Connecticut
$6.18M -$318K -5,418 -5%
CB
703
Centennial Bank
Arkansas
$6.16M +$164K +2,788 +3%
CSA
704
Cottage Street Advisors
Massachusetts
$6.15M -$361K -6,156 -6%
SC
705
Stephenson & Company
California
$6.14M +$214K +3,653 +4%
WI
706
WrapManager Inc
California
$6.14M -$157K -2,683 -3%
SC
707
Syon Capital
California
$6.13M +$5.81M +98,907 New
MSA
708
Mason Street Advisors
Wisconsin
$6.12M -$4.12M -70,200 -42%
BWCS
709
Beirne Wealth Consulting Services
Connecticut
$6.09M +$1.73M +29,463 +43%
TFCP
710
Twin Focus Capital Partners
Massachusetts
$6.09M +$59.2K +1,008 +1%
Kayne Anderson Rudnick Investment Management
711
Kayne Anderson Rudnick Investment Management
California
$6.08M -$5.77M -98,362 -50%
LFG
712
Leverty Financial Group
Wisconsin
$6.08M +$1.33M +22,728 +30%
ALA
713
Atlas Legacy Advisors
California
$6.05M +$1.87M +31,840 +48%
ECM
714
Evergreen Capital Management
Washington
$6.05M +$538K +9,158 +10%
RG
715
Rathbones Group
United Kingdom
$6.04M +$542K +9,240 +10%
FFWA
716
FRG Family Wealth Advisors
Washington
$5.98M -$264K -4,500 -4%
BFA
717
Bright Financial Advisors
Michigan
$5.97M +$578K +9,848 +11%
QFA
718
Quattro Financial Advisors
Texas
$5.96M -$377K -6,423 -6%
CSP
719
Cary Street Partners
Virginia
$5.91M +$54.4K +927 +1%
AWMG
720
ADG Wealth Management Group
Louisiana
$5.9M -$950K -16,178 -15%
BA
721
Bellwether Advisors
Nebraska
$5.85M -$28.6K -487 -0.5%
AWC
722
Abundance Wealth Counselors
Pennsylvania
$5.83M -$81.4K -1,387 -1%
DAS
723
Diversify Advisory Services
Utah
$5.76M +$2.37M +40,289 +80%
AWM
724
Avior Wealth Management
Nebraska
$5.73M -$64.7K -1,102 -1%
GAA
725
Guardian Asset Advisors
Pennsylvania
$5.72M -$108K -1,835 -2%

IJH Hedge Fund Activity: Q2 2025 in Review

2,436 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2025, worth a combined $75.7B — up 6.6% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 88 closed out — a net gain of 57 holders — while 967 added to existing stakes and 996 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $750M.

  • 2,436 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2025, up from 2,420 in Q1 2025.
  • Funds reported $75.7B of iShares Core S&P Mid-Cap ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2025 and 88 closed out, a net change of +57 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2025 was Goldman Sachs, an estimated $523M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $750M sold.

Based on aggregated 13F filings for Q2 2025.