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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
BWM
901
Birchcreek Wealth Management
Ohio
$3.61M +$261K +4,449 +8%
SWA
902
SOA Wealth Advisors
New York
$3.6M -$348K -5,927 -9%
HWM
903
HighMark Wealth Management
Minnesota
$3.6M +$63.6K +1,084 +2%
3F
904
360 Financial
Minnesota
$3.59M +$192K +3,266 +6%
KAS
905
KPP Advisory Services
Kentucky
$3.56M +$51.7K +881 +2%
FSG
906
Financial Strategies Group
Michigan
$3.56M +$20K +341 +0.6%
BFWA
907
Benchmark Financial Wealth Advisors
Florida
$3.56M +$19.5K +332 +0.6%
FB
908
Fulton Bank
Pennsylvania
$3.54M +$781K +13,304 +30%
HNWAG
909
High Net Worth Advisory Group
Florida
$3.52M -$62.7K -1,068 -2%
SWM
910
SigFig Wealth Management
California
$3.51M +$683K +11,631 +26%
HL
911
HeadInvest LLC
Maine
$3.51M -$147K -2,504 -4%
AM
912
AGF Management
Ontario, Canada
$3.48M -$29.4K -500 -0.9%
AWP
913
Astra Wealth Partners
New Jersey
$3.48M -$71.4K -1,216 -2%
TPWA
914
TRUE Private Wealth Advisors
Oregon
$3.47M -$13.2M -224,048 -80%
CV
915
Counterweight Ventures
North Carolina
$3.46M +$22.5K +383 +0.7%
IF
916
Intrua Financial
Texas
$3.45M -$225K -3,838 -6%
BWG
917
Balanced Wealth Group
Ohio
$3.45M +$71K +1,209 +2%
JAA
918
Joel Adams & Associates
North Carolina
$3.44M +$85.7K +1,460 +3%
HPC
919
HM Payson & Co
Maine
$3.41M -$28.2K -480 -0.9%
Russell Investments Group
920
Russell Investments Group
United Kingdom
$3.38M +$1.95M +33,143 +155%
KP
921
Keel Point
Alabama
$3.34M -$694K -11,814 -18%
SFS
922
Sowell Financial Services
Arkansas
$3.34M -$443K -7,549 -12%
NA
923
Nordwand Advisors
Pennsylvania
$3.33M +$3.16M +53,770 New
BFO
924
Boston Family Office
Massachusetts
$3.33M -$53.4K -910 -2%
SB
925
Strategic Blueprint
Georgia
$3.32M +$143K +2,444 +5%

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.