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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
UWM
826
USAdvisors Wealth Management
Minnesota
$4.1M -$505K -8,127 -10%
HIMC
827
Heritage Investors Management Corp
Maryland
$4.09M +$50K +805 +1%
PGWM
828
Parisi Gray Wealth Management
New Jersey
$4.08M +$258K +4,153 +6%
VPP
829
Vertex Planning Partners
Illinois
$4.07M +$199K +3,203 +5%
RF
830
Rossby Financial
Florida
$4.07M +$96.9K +1,561 +2%
JIP
831
Jaffetilchin Investment Partners
Florida
$4.06M +$668K +10,757 +18%
FPCG
832
Forum Private Client Group
Indiana
$4.06M -$73.5K -1,183 -2%
WFA
833
Wellspring Financial Advisors
Ohio
$4.05M -$13.1M -211,743 -14%
Tudor Investment Corp
834
Tudor Investment Corp
Connecticut
$4.04M +$4.3M +69,183 New
PAM
835
Palisade Asset Management
Minnesota
$4.03M +$254K +4,095 +6%
BSTWA
836
Blake Schutter Theil Wealth Advisors
Ohio
$4.02M +$17.7K +285 +0.4%
NG
837
Novem Group
New York
$4.01M +$137K +2,203 +3%
BWCS
838
Beirne Wealth Consulting Services
Connecticut
$4.01M +$29.1K +469 +0.7%
SAM
839
Smithbridge Asset Management
Pennsylvania
$4.01M +$4.27M +68,711 New
KWM
840
Kaydan Wealth Management
Michigan
$4.01M +$228K +3,675 +6%
MWA
841
Merkkuri Wealth Advisors
New York
$3.99M +$94.6K +1,524 +2%
CAM
842
Cozad Asset Management
Illinois
$3.99M +$47.4K +763 +1%
DQRIM
843
Dale Q Rice Investment Management
Washington
$3.98M -$151K -2,438 -3%
NDSI
844
Newman Dignan & Sheerar Inc
Rhode Island
$3.98M +$96.9K +1,560 +2%
MSAM
845
Moloney Securities Asset Management
Missouri
$3.97M +$132K +2,125 +3%
AL
846
Aspiriant LLC
California
$3.96M +$200K +3,226 +5%
RWA
847
River Wealth Advisors
Pennsylvania
$3.95M -$45.4K -731 -1%
PMG
848
ProVise Management Group
Florida
$3.94M -$163K -2,623 -4%
PR
849
Payden & Rygel
California
$3.94M +$29.4K +474 +0.7%
UCB
850
United Community Bank
South Carolina
$3.92M -$80.1K -1,290 -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.