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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
SIC
76
Sigma Investment Counselors
Michigan
$116M -$3.39M -54,610 -3%
CWM
77
Cahaba Wealth Management
Georgia
$111M +$3M +48,351 +3%
FT
78
Fiduciary Trust
Massachusetts
$111M +$2.03M +32,690 +2%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$104M +$44.3M +714,086 +67%
WT
80
Whittier Trust
California
$101M +$1.78M +28,681 +2%
HC
81
Hamilton Capital
Ohio
$101M +$107M +1,719,673 +13,301%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$99.8M +$8.38M +134,969 +9%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$97.2M -$4.75M -76,556 -4%
SPIA
84
Steward Partners Investment Advisory
New York
$96.1M +$3.18M +51,138 +3%
BPWM
85
Badgley Phelps Wealth Managers
Washington
$95.8M +$3.33M +53,568 +3%
M&T Bank
86
M&T Bank
New York
$93.6M +$2.89M +46,585 +3%
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$93.1M +$3.79M +60,950 +4%
AIM
88
Acropolis Investment Management
Missouri
$92.9M +$936K +15,067 +1%
LW
89
Linscomb Wealth
Texas
$91.1M -$224K -3,613 -0.2%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$90.8M +$8.75M +140,910 +10%
State Street
91
State Street
Massachusetts
$87.7M +$14M +225,168 +18%
FIB
92
First Interstate Bank
Montana
$86.3M +$656K +10,569 +0.7%
Temasek Holdings
93
Temasek Holdings
Singapore
$85.9M +$91.5M +1,472,640 New
LFS
94
Lutz Financial Services
Nebraska
$85.1M +$837K +13,472 +0.9%
Bessemer Group
95
Bessemer Group
New Jersey
$84.7M -$2.08M -33,479 -2%
KA
96
Klingman & Associates
New York
$83.6M +$3.13M +50,460 +4%
BFPW
97
BOK Financial Private Wealth
Colorado
$80.3M +$2.35M +37,877 +3%
CAM
98
Chandler Asset Management
California
$80.2M +$7.89M +127,055 +10%
William Blair & Company
99
William Blair & Company
Illinois
$80.1M +$43.4M +699,041 +104%
SOMRS
100
State of Michigan Retirement System
Michigan
$79.5M -$43M -692,800 -34%

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.