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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
VVP
776
Venture Visionary Partners
Ohio
$4.68M +$20.6K +332 +0.4%
HP
777
Hilltop Partners
Indiana
$4.67M -$4.01M -64,631 -45%
TPA
778
Trivium Point Advisory
Connecticut
$4.67M +$1.98M +31,830 +66%
SCG
779
Sonata Capital Group
Washington
$4.67M -$23.9K -385 -0.5%
GS
780
GWN Securities
Florida
$4.66M +$4.45M +71,627 +1,067%
BWP
781
BSW Wealth Partners
Colorado
$4.66M +$90.4K +1,456 +2%
CCA
782
Coign Capital Advisors
Utah
$4.63M +$155K +2,498 +3%
BC
783
Bricktown Capital
Michigan
$4.61M -$763K -12,280 -13%
MI
784
Moneywise Inc
Virginia
$4.6M -$5.32M -85,693 -52%
TC
785
TownSquare Capital
Utah
$4.59M +$779K +12,539 +19%
FPAS
786
Focus Partners Advisor Solutions
Missouri
$4.59M +$501K +8,068 +11%
CFS
787
CRA Financial Services
New Jersey
$4.59M -$40.6K -653 -0.8%
FNBOO
788
First National Bank of Omaha
Nebraska
$4.58M +$29.5K +475 +0.6%
JSSH
789
J. Safra Sarasin Holding
$4.56M
SFA
790
Souders Financial Advisors
Ohio
$4.55M +$4.84M +78,007 New
BCM
791
Brookstone Capital Management
Illinois
$4.54M -$219K -3,521 -4%
HH
792
Hilltop Holdings
Texas
$4.52M +$235K +3,789 +5%
PCM
793
Parsons Capital Management
Rhode Island
$4.52M -$769K -12,389 -14%
AWMG
794
Alliance Wealth Management Group
New Jersey
$4.5M +$198K +3,191 +4%
TCOO
795
Trust Company of Oklahoma
Oklahoma
$4.5M +$31.6K +509 +0.7%
CAGAS
796
Capital Advisory Group Advisory Services
Minnesota
$4.48M -$4.66K -75 -0.1%
PCM
797
Perritt Capital Management
Illinois
$4.47M -$309K -4,971 -6%
AWM
798
Accurate Wealth Management
Florida
$4.46M +$630K +10,148 +14%
MG
799
Mather Group
Illinois
$4.46M -$1.65M -26,646 -26%
FA
800
FC Advisory
Pennsylvania
$4.44M +$135K +2,174 +3%

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.