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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
Franklin Resources
51
Franklin Resources
California
$191M +$1.43M +23,046 +0.7%
MML Investors Services
52
MML Investors Services
Massachusetts
$189M +$21.8M +351,475 +12%
CFG
53
Citizens Financial Group
Rhode Island
$186M +$7.03M +113,131 +4%
RMDI
54
R.M. Davis Inc
Maine
$184M +$4.71M +75,834 +2%
Comerica Bank
55
Comerica Bank
Texas
$167M -$866K -13,944 -0.5%
CI
56
Constellation Investments
Ohio
$162M +$76.6M +1,233,000 +80%
FFB
57
First Financial Bankshares
Texas
$156M +$2.42M +38,968 +1%
AI
58
Accredited Investors
Minnesota
$156M -$340K -5,478 -0.2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$156M +$6.06M +97,658 +4%
FLPIM
60
F.L. Putnam Investment Management
Massachusetts
$152M -$2.37M -38,199 -1%
HTC
61
Haverford Trust Company
Pennsylvania
$149M +$1.04M +16,825 +0.7%
Fidelity International
62
Fidelity International
Bermuda
$148M -$16.4M -264,416 -9%
Stifel Financial
63
Stifel Financial
Missouri
$147M -$2.35M -37,838 -1%
SSB
64
Sandy Spring Bank
Maryland
$145M +$1.93M +31,017 +1%
Osaic Holdings
65
Osaic Holdings
Arizona
$144M +$16.5M +265,589 +12%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$136M +$3.18M +51,263 +2%
Members Trust
67
Members Trust
Florida
$133M +$275K +4,423 +0.2%
GT
68
Greenleaf Trust
Michigan
$133M -$3.53M -56,817 -2%
UB
69
UMB Bank
Missouri
$132M -$4.92M -79,148 -3%
SHGA
70
Sand Hill Global Advisors
California
$131M +$3.36M +54,092 +2%
CWM
71
Connecticut Wealth Management
Connecticut
$131M +$12.1M +194,073 +9%
APCM
72
Alaska Permanent Capital Management
Alaska
$131M -$4.14M -66,622 -3%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$130M +$35.6M +572,876 +35%
BBA
74
BLB&B Advisors
Pennsylvania
$128M +$5.59M +89,939 +4%
BF
75
BOK Financial
Oklahoma
$121M -$455K -7,326 -0.4%

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.