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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
JAA
926
Joel Adams & Associates
North Carolina
$3.15M +$80.8K +1,301 +2%
BWM
927
Birchcreek Wealth Management
Ohio
$3.13M +$371K +5,975 +13%
BWG
928
Balanced Wealth Group
Ohio
$3.13M -$384K -6,181 -10%
KV
929
Kickstand Ventures
New York
$3.07M +$42.8K +690 +1%
FSG
930
Financial Strategies Group
Michigan
$3.07M +$269K +4,339 +8%
FG
931
Fairman Group
Pennsylvania
$3.05M -$123K -1,974 -4%
TFA
932
Trinity Financial Advisors
Ohio
$3.05M -$85.7K -1,380 -2%
CWM
933
C2C Wealth Management
Arizona
$3.02M +$19.9K +321 +0.6%
SB
934
Strategic Blueprint
Georgia
$2.98M +$56.4K +909 +2%
FFO
935
Fortitude Family Office
Arizona
$2.98M +$857K +13,796 +37%
Empower Advisory Group
936
Empower Advisory Group
Colorado
$2.98M -$343K -5,529 -10%
FWM
937
ForthRight Wealth Management
Georgia
$2.98M -$2.48K -40 -0.1%
CA
938
Crumly & Associates
Illinois
$2.96M -$61.1K -984 -2%
CA
939
Claro Advisors
Massachusetts
$2.96M -$102K -1,639 -3%
BC
940
Bowman & Company
Wisconsin
$2.95M -$63.5K -1,022 -2%
KWA
941
Kingswood Wealth Advisors
California
$2.92M -$866K -13,943 -22%
QWM
942
Quadcap Wealth Management
Texas
$2.9M -$44.4K -715 -1%
Deutsche Bank
943
Deutsche Bank
Germany
$2.9M -$113K -1,813 -4%
CFFP
944
Center for Financial Planning
Michigan
$2.88M +$543K +8,740 +21%
IA
945
Insight Advisors
Pennsylvania
$2.88M +$590K +9,500 +24%
GSWM
946
Golden State Wealth Management
California
$2.87M -$12.2K -197 -0.4%
OC
947
Oakworth Capital
Alabama
$2.87M +$15.9K +256 +0.5%
SAS
948
Stelac Advisory Services
New York
$2.86M -$132K -2,133 -4%
DAS
949
Diversify Advisory Services
Utah
$2.86M +$90.5K +1,458 +3%
BRM
950
Boston Research & Management
Massachusetts
$2.85M -$27.4K -441 -0.9%

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.