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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
DFA
976
Delta Financial Advisors
Louisiana
$2.64M +$62 +1 +0%
PA
977
Procyon Advisors
Connecticut
$2.63M +$1.61M +25,981 +136%
NEPWA
978
New England Private Wealth Advisors
Massachusetts
$2.63M -$517K -8,321 -16%
SWM
979
SigFig Wealth Management
California
$2.62M +$72.7K +1,170 +3%
EFG
980
Embree Financial Group
Illinois
$2.62M +$192K +3,096 +7%
CG
981
Curat Global
New Hampshire
$2.61M +$2.77M +44,655 New
CIR
982
Clear Investment Research
Georgia
$2.6M +$63.2K +1,018 +2%
SF
983
SWP Financial
California
$2.59M -$35.9K -578 -1%
PPWP
984
Premier Path Wealth Partners
New Jersey
$2.59M +$72.1K +1,161 +3%
AF
985
Apexium Financial
Texas
$2.59M -$8.13K -131 -0.3%
SGK
986
Steigerwald Gordon & Koch
Virginia
$2.58M +$16K +257 +0.6%
HSA
987
HBK Sorce Advisory
Pennsylvania
$2.58M -$23.4K -377 -0.8%
CB
988
Cadence Bank
Mississippi
$2.58M -$377K -6,064 -12%
MWM
989
Maridea Wealth Management
New York
$2.57M -$1.55M -24,961 -36%
CPRC
990
Consolidated Portfolio Review Corp
New York
$2.57M +$135K +2,178 +5%
CPC
991
Congress Park Capital
New York
$2.56M -$2.98K -48 -0.1%
PCMF
992
Private Capital Management (Florida)
Florida
$2.56M +$42.2K +679 +2%
WCWM
993
Willow Creek Wealth Management
California
$2.56M -$39.2K -632 -1%
CIC
994
Carnegie Investment Counsel
Ohio
$2.56M +$635K +10,218 +27%
PCA
995
Prosperity Capital Advisors
Ohio
$2.55M +$144K +2,311 +6%
FB
996
Fulton Bank
Pennsylvania
$2.55M +$12.3K +198 +0.5%
AFM
997
Armstrong Fleming & Moore
District of Columbia
$2.55M +$2.71M +43,689 New
MTIC
998
Missouri Trust & Investment Company
Missouri
$2.55M -$18.6K -300 -0.7%
CA
999
Continuum Advisory
Idaho
$2.53M -$104K -1,676 -4%
HWMT
1000
Heritage Wealth Management (Texas)
Texas
$2.53M -$224K -3,600 -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.