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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
GHA
1001
GW Henssler & Associates
Georgia
$2.52M -$356K -5,737 -12%
Koshinski Asset Management
1002
Koshinski Asset Management
Illinois
$2.52M -$67.1K -1,081 -2%
KOMWMG
1003
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.5M -$6.04M -97,238 -69%
VIM
1004
Vista Investment Management
Pennsylvania
$2.5M +$39.4K +635 +2%
LWM
1005
Lyell Wealth Management
California
$2.5M -$373K -6,000 -12%
CCP
1006
Cushing Capital Partners
Wisconsin
$2.49M +$1.25M +20,131 +89%
RWM
1007
Rialto Wealth Management
New York
$2.49M +$15.6K +251 +0.6%
G
1008
Gainplan
Michigan
$2.46M -$150K -2,412 -5%
CBT
1009
CoreFirst Bank & Trust
Kansas
$2.45M +$215K +3,465 +9%
AC
1010
AlphaCore Capital
California
$2.45M +$2.61M +41,975 New
EA
1011
Everpar Advisors
Oklahoma
$2.44M +$359K +5,789 +16%
CG
1012
Caprock Group
Idaho
$2.44M +$557K +8,966 +27%
SIAS
1013
Summit Investment Advisory Services
Minnesota
$2.44M -$80K -1,288 -3%
RSF
1014
Rik Saylor Financial
Ohio
$2.43M +$58.4K +940 +2%
Millennium Management
1015
Millennium Management
New York
$2.42M +$2.33M +37,443 +914%
CAL
1016
Capital Advisors Ltd
Ohio
$2.4M +$35.6K +574 +1%
GAM
1017
GEM Asset Management
Michigan
$2.4M +$89.2K +1,437 +4%
BMM
1018
Buffington Mohr McNeal
Idaho
$2.4M +$160K +2,570 +7%
NPFS
1019
Novak & Powell Financial Services
Florida
$2.37M -$154K -2,474 -6%
DPI
1020
Diversified Portfolios Inc
Michigan
$2.37M -$21.7K -350 -0.9%
AFP
1021
Ausdal Financial Partners
Iowa
$2.37M +$640K +10,303 +34%
AWA
1022
Amplius Wealth Advisors
Pennsylvania
$2.36M +$248K +3,986 +11%
GLA
1023
Good Life Advisors
Pennsylvania
$2.36M +$3.48K +56 +0.1%
WWA
1024
WCG Wealth Advisors
Nevada
$2.36M -$1.71M -27,489 -40%
CNWM
1025
Clay Northam Wealth Management
California
$2.35M +$163K +2,625 +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.