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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
RFN
851
RDA Financial Network
Iowa
$3.92M -$6.71K -108 -0.2%
SIG
852
Sky Investment Group
Connecticut
$3.91M
GWS
853
Greykasell Wealth Strategies
California
$3.89M +$149K +2,397 +4%
LF
854
LifeSteps Financial
California
$3.87M +$10.5K +169 +0.3%
PPWM
855
PFG Private Wealth Management
Florida
$3.86M -$802K -12,909 -16%
BCG
856
Breakwater Capital Group
New Jersey
$3.85M +$43.3K +698 +1%
ALA
857
Atlas Legacy Advisors
California
$3.84M +$2.64M +42,577 +183%
CBT
858
Central Bank & Trust
Kentucky
$3.84M -$30.5K -491 -0.7%
KP
859
Keel Point
Alabama
$3.83M +$127K +2,048 +3%
NB
860
NBT Bank
New York
$3.82M -$36.3K -585 -0.9%
HIA
861
HTG Investment Advisors
Connecticut
$3.81M -$75.6K -1,218 -2%
IJWM
862
Inman Jager Wealth Management
Mississippi
$3.81M -$140K -2,259 -3%
WF
863
Welch & Forbes
Massachusetts
$3.81M -$126K -2,021 -3%
WJA
864
Willis Johnson & Associates
Texas
$3.8M +$38.1K +614 +1%
LNWTC
865
Laird Norton Wetherby Trust Company
Washington
$3.78M
SR
866
Syntax Research
Florida
$3.77M +$284K +4,577 +8%
NCM
867
Next Capital Management
New York
$3.76M +$531K +8,554 +15%
EG
868
Ellerson Group
Maryland
$3.76M -$852K -13,725 -18%
SMWM
869
Silvia McColl Wealth Management
California
$3.76M +$78.4K +1,263 +2%
FFS
870
Fortress Financial Solutions
Arizona
$3.75M -$18.1K -291 -0.5%
SWA
871
SOA Wealth Advisors
New York
$3.73M -$19.5K -314 -0.5%
MWP
872
Moller Wealth Partners
$3.73M
CC
873
Callan Capital
California
$3.72M
BFG
874
Bleakley Financial Group
New Jersey
$3.72M +$497K +8,007 +14%
GAM
875
Gotham Asset Management
New York
$3.72M +$1.69M +27,225 +75%

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.