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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
MCM
876
MidAtlantic Capital Management
Virginia
$3.7M +$68.6K +1,105 +2%
ES
877
ETF Store
Kansas
$3.7M -$98.7K -1,590 -2%
AIM
878
Alhambra Investment Management
Florida
$3.69M -$14.8K -239 -0.4%
AFA
879
AA Financial Advisors
Ohio
$3.68M -$173K -2,786 -4%
SF
880
Symphony Financial
Texas
$3.65M -$11.4M -183,165 -75%
VPW
881
Variant Private Wealth
Virginia
$3.64M -$73.6K -1,185 -2%
HIA
882
Harbor Investment Advisory
Maryland
$3.63M -$30.1K -484 -0.8%
ONST
883
Old North State Trust
North Carolina
$3.63M
SC
884
SouthState Corp
Florida
$3.62M +$1.93M +31,094 +100%
SFS
885
Sowell Financial Services
Arkansas
$3.58M -$132K -2,127 -3%
FWM
886
Forza Wealth Management
Florida
$3.56M -$9.31K -150 -0.2%
EW
887
Element Wealth
Mississippi
$3.54M -$65.5K -1,054 -2%
MSWM
888
McGlone Suttner Wealth Management
Wisconsin
$3.52M +$120K +1,931 +3%
AQR Capital Management
889
AQR Capital Management
Connecticut
$3.51M +$1.78M +28,722 +91%
JIC
890
Joel Isaacson & Co
New York
$3.49M -$197K -3,167 -5%
VFP
891
Verus Financial Partners
Virginia
$3.48M -$151K -2,436 -4%
IF
892
Intrua Financial
Texas
$3.47M +$1.42M +22,863 +62%
NP
893
Nilsine Partners
Colorado
$3.47M -$122K -1,970 -3%
S
894
Sachetta
Massachusetts
$3.45M +$142K +2,283 +4%
HL
895
HeadInvest LLC
Maine
$3.45M -$43.4K -699 -1%
EI
896
Ellevest Inc
New York
$3.44M -$495K -7,974 -12%
AWM
897
AE Wealth Management
Kansas
$3.43M +$154K +2,480 +4%
CGPCS
898
Capital Group Private Client Services
California
$3.43M +$149K +2,398 +4%
PMWMG
899
Parr McKnight Wealth Management Group
Minnesota
$3.39M -$151K -2,438 -4%
SI
900
Stephens Inc
Arkansas
$3.38M -$306K -4,929 -8%

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.