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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
PWA
726
Provenance Wealth Advisors
Florida
$5.27M -$685K -11,034 -11%
DWM
727
Dakota Wealth Management
Florida
$5.26M -$13.2K -213 -0.2%
JE
728
JMAC Enterprises
Pennsylvania
$5.23M +$480K +7,737 +9%
SCA
729
Sandy Cove Advisors
Massachusetts
$5.21M -$30.1K -484 -0.5%
SBH
730
Segall Bryant & Hamill
Illinois
$5.2M +$5.53M +89,090 New
SG
731
StoneX Group
New York
$5.17M -$1.1M -17,729 -17%
PFA
732
Pure Financial Advisors
California
$5.16M -$325K -5,231 -6%
ECM
733
Evergreen Capital Management
Washington
$5.16M -$138K -2,230 -2%
RA
734
RoundAngle Advisors
New Jersey
$5.15M +$107K +1,725 +2%
RG
735
Rathbones Group
United Kingdom
$5.15M -$746K -12,020 -12%
OSAM
736
O'Shaughnessy Asset Management
Connecticut
$5.13M +$406K +6,533 +8%
SPF
737
South Plains Financial
Texas
$5.13M -$46.6K -751 -0.8%
CWM
738
Cornerstone Wealth Management
Missouri
$5.09M -$18.3K -294 -0.3%
FGWP
739
Founders Grove Wealth Partners
Virginia
$5.08M +$229K +3,680 +4%
GWM
740
GSB Wealth Management
Connecticut
$5.07M -$87.2K -1,404 -2%
DJYG
741
David J. Yvars Group
Florida
$5.06M +$32.6K +525 +0.6%
IWM
742
IHT Wealth Management
Illinois
$5.06M +$63.9K +1,029 +1%
BFA
743
Bright Financial Advisors
Michigan
$5.05M -$282K -4,542 -5%
MC
744
Middleton & Co
Massachusetts
$5.05M -$155K -2,500 -3%
LIA
745
LBMC Investment Advisors
Tennessee
$4.96M -$107K -1,716 -2%
SS
746
Sound Stewardship
Kansas
$4.94M -$21.4K -344 -0.4%
SFB
747
STAR Financial Bank
Indiana
$4.94M -$878K -14,131 -14%
CWM
748
Castle Wealth Management
Florida
$4.92M +$120K +1,937 +2%
G
749
GenTrust
Florida
$4.92M -$1.57M -25,359 -23%
FPW
750
Flywheel Private Wealth
California
$4.91M -$129K -2,070 -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.