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iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $75.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 967 increasing their positions, 996 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $6.8M

65% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $70.9B → $75.7B (+$4.72B)

1% more funds holding

Funds holding: 2,4202,436 (+16)

0.47% more ownership

Funds ownership: 79.07%79.54% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 996

2% less funds holding in top 10

Funds holding in top 10: 367361 (-6)

Holders
2,436
Holders Change
+16
Holders Change %
+0.66%
% of All Funds
32.07%
Holding in Top 10
361
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.63%
% of All Funds
4.75%
New
145
Increased
967
Reduced
996
Closed
88
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
851
Moller Wealth Partners
$4.17M +$197K +3,351 +5%
SAF
852
Smith Anglin Financial
Texas
$4.17M -$240K -4,088 -6%
FWM
853
Forza Wealth Management
Florida
$4.16M +$358K +6,100 +10%
RWA
854
River Wealth Advisors
Pennsylvania
$4.15M -$49.5K -844 -1%
WF
855
Welch & Forbes
Massachusetts
$4.12M +$73.4K +1,250 +2%
LF
856
LifeSteps Financial
California
$4.12M +$11.1K +189 +0.3%
SIG
857
Sky Investment Group
Connecticut
$4.12M
AL
858
Aspiriant LLC
California
$4.11M -$96.9K -1,651 -2%
SI
859
Stephens Inc
Arkansas
$4.1M +$484K +8,247 +14%
HIA
860
Harbor Investment Advisory
Maryland
$4.09M +$217K +3,694 +6%
CAM
861
Cozad Asset Management
Illinois
$4.09M -$141K -2,399 -4%
FFS
862
Fortress Financial Solutions
Arizona
$4.08M +$86.7K +1,477 +2%
NCM
863
Next Capital Management
New York
$4.07M +$68.2K +1,161 +2%
CBT
864
Central Bank & Trust
Kentucky
$4.05M -$23.1K -393 -0.6%
UCB
865
United Community Bank
South Carolina
$4.05M -$111K -1,885 -3%
SAM
866
Silvercrest Asset Management
New York
$4.05M -$967K -16,480 -20%
GFG
867
Greystone Financial Group
Michigan
$4.04M +$1.65M +28,133 +76%
WJA
868
Willis Johnson & Associates
Texas
$4.02M -$11.3K -193 -0.3%
LNWTC
869
Laird Norton Wetherby Trust Company
Washington
$4.02M
SMWM
870
Silvia McColl Wealth Management
California
$4.02M +$21.6K +368 +0.6%
KCP
871
Kera Capital Partners
California
$4.01M +$2.7M +45,938 +246%
IJWM
872
Inman Jager Wealth Management
Mississippi
$3.99M -$60.1K -1,023 -2%
VFP
873
Verus Financial Partners
Virginia
$3.98M -$45.4K -774 -1%
SR
874
Syntax Research
Florida
$3.97M -$32.9K -561 -0.9%
GFWA
875
Grey Fox Wealth Advisors
Delaware
$3.96M +$409K +6,970 +12%

IJH Hedge Fund Activity: Q2 2025 in Review

2,436 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2025, worth a combined $75.7B — up 6.6% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 88 closed out — a net gain of 57 holders — while 967 added to existing stakes and 996 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $750M.

  • 2,436 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2025, up from 2,420 in Q1 2025.
  • Funds reported $75.7B of iShares Core S&P Mid-Cap ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2025 and 88 closed out, a net change of +57 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2025 was Goldman Sachs, an estimated $523M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $750M sold.

Based on aggregated 13F filings for Q2 2025.