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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
ACM
751
Armbruster Capital Management
New York
$4.91M +$28.3K +455 +0.5%
DWA
752
Delta Wealth Advisors
Indiana
$4.91M +$71.1K +1,145 +1%
GSB
753
Greenfield Savings Bank
Massachusetts
$4.9M -$14.3K -231 -0.3%
FF
754
Friedenthal Financial
New Jersey
$4.9M +$4.74M +76,311 +1,004%
JCM
755
Jacobi Capital Management
Pennsylvania
$4.89M -$393K -6,326 -7%
MWA
756
Muirfield Wealth Advisors
North Carolina
$4.88M -$19.4K -312 -0.4%
CWM
757
Cranbrook Wealth Management
Michigan
$4.86M -$143K -2,303 -3%
BJL
758
Brighton Jones LLC
Washington
$4.86M +$346K +5,570 +7%
CTC
759
Central Trust Company
Missouri
$4.85M -$435K -7,008 -8%
R
760
Rebalance
California
$4.85M +$110K +1,767 +2%
MCC
761
Money Concepts Capital
Florida
$4.84M +$199K +3,202 +4%
PFG
762
Pacific Financial Group
Washington
$4.84M -$92K -1,482 -2%
CT
763
Colonial Trust
South Carolina
$4.81M +$41.4K +667 +0.8%
FMC
764
First Merchants Corp
Indiana
$4.8M -$466K -7,507 -8%
DL
765
DOHJ LLC
Washington
$4.8M -$184K -2,956 -3%
LPT
766
Legacy Private Trust
Wisconsin
$4.8M -$147K -2,360 -3%
Neuberger Berman Group
767
Neuberger Berman Group
New York
$4.8M -$898K -14,468 -15%
State of Wisconsin Investment Board
768
State of Wisconsin Investment Board
Wisconsin
$4.8M -$552K -8,890 -10%
PTC
769
Private Trust Company
Ohio
$4.79M -$1.69M -27,183 -25%
SAM
770
Silvercrest Asset Management
New York
$4.77M +$2.41M +38,819 +90%
MCA
771
MSH Capital Advisors
Arizona
$4.73M +$104K +1,674 +2%
PA
772
PFG Advisors
Arizona
$4.73M +$130K +2,101 +3%
SA
773
Scarborough Advisors
Maryland
$4.72M +$207K +3,338 +4%
MPPLM
774
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.71M -$453K -7,297 -8%
IC
775
IEQ Capital
California
$4.69M +$881K +14,194 +21%

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.