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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
HNWAG
901
High Net Worth Advisory Group
Florida
$3.37M +$1.23M +19,780 +52%
TWC
902
TD Waterhouse Canada
Ontario, Canada
$3.35M +$1.23M +19,833 +53%
AWP
903
Astra Wealth Partners
New Jersey
$3.34M +$36.5K +588 +1%
WA
904
Wealth Alliance
New York
$3.34M +$69.6K +1,120 +2%
BFWA
905
Benchmark Financial Wealth Advisors
Florida
$3.33M -$701K -11,293 -17%
WIA
906
Wetzel Investment Advisors
Indiana
$3.33M -$61.4K -988 -2%
GFWA
907
Grey Fox Wealth Advisors
Delaware
$3.32M +$243K +3,915 +7%
HWM
908
HighMark Wealth Management
Minnesota
$3.32M +$1.24K +20 +0%
WP
909
Wealthspan Partners
Iowa
$3.31M -$78.6K -1,265 -2%
AM
910
AGF Management
Ontario, Canada
$3.3M -$228K -3,675 -6%
KAS
911
KPP Advisory Services
Kentucky
$3.3M +$1.2M +19,395 +52%
IA
912
IFC Advisors
California
$3.29M
BFS
913
Bradley Foster & Sargent
Connecticut
$3.28M -$168K -2,708 -5%
KFO
914
Kopp Family Office
Minnesota
$3.27M +$102K +1,650 +3%
FI
915
Fosun International
China
$3.27M +$3.48M +56,100 New
KTA
916
Keeley-Teton Advisors
Illinois
$3.26M +$1.4M +22,506 +68%
BMCM
917
Bryn Mawr Capital Management
Pennsylvania
$3.25M -$548K -8,827 -14%
AWP
918
Axis Wealth Partners
Rhode Island
$3.24M +$2.25M +36,170 +187%
HPC
919
HM Payson & Co
Maine
$3.24M -$239K -3,845 -6%
CV
920
Counterweight Ventures
North Carolina
$3.23M +$38.9K +626 +1%
CAAM
921
Cornerstone Advisors Asset Management
Pennsylvania
$3.2M +$34K +548 +1%
3F
922
360 Financial
Minnesota
$3.19M +$211K +3,394 +7%
BFO
923
Boston Family Office
Massachusetts
$3.19M +$23.5K +378 +0.7%
FTC
924
Farmers Trust Company
Ohio
$3.18M -$254K -4,095 -7%
PIA
925
Perennial Investment Advisors
California
$3.16M -$263K -4,229 -7%

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.