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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
FFG
1026
Foundry Financial Group
New Hampshire
$2.34M -$1.78M -28,641 -42%
KIA
1027
KCM Investment Advisors
California
$2.33M +$33K +531 +1%
EFL
1028
ERn Financial LLC
Wisconsin
$2.33M -$141K -2,276 -5%
AF
1029
Amara Financial
California
$2.32M +$219K +3,521 +10%
WAM
1030
Weinberger Asset Management
California
$2.32M -$52.1K -839 -2%
SYBT
1031
Stock Yards Bank & Trust
Kentucky
$2.32M -$20.1K -324 -0.8%
BEI
1032
Benjamin Edwards Inc
Missouri
$2.31M -$29.6K -477 -1%
XF
1033
XML Financial
Maryland
$2.3M +$137K +2,205 +6%
NF
1034
Nikulski Financial
Iowa
$2.3M -$68.1K -1,096 -3%
PCM
1035
Palisade Capital Management
New Jersey
$2.3M +$1.22M +19,611 +99%
BA
1036
Brightwater Advisory
Florida
$2.3M +$446K +7,174 +22%
JFG
1037
Jefferies Financial Group
New York
$2.29M -$5.75M -92,641 -70%
NFP
1038
NorthLanding Financial Partners
New York
$2.29M -$29K -467 -1%
W
1039
WorthPointe
California
$2.28M -$71.8K -1,156 -3%
1IA
1040
1834 Investment Advisors
Wisconsin
$2.27M +$5.09K +82 +0.2%
BFW
1041
Brady Family Wealth
Missouri
$2.23M -$155K -2,503 -6%
BA
1042
Ballew Advisors
Mississippi
$2.23M +$90.8K +1,462 +4%
WDL
1043
Well Done LLC
Michigan
$2.23M -$19.2K -309 -0.9%
PGWM
1044
Pitti Group Wealth Management
New York
$2.23M +$78.2K +1,259 +3%
GC
1045
Gilbert & Cook
Iowa
$2.23M -$7.51K -121 -0.3%
MWM
1046
MY Wealth Management
Maryland
$2.22M
AWM
1047
Atticus Wealth Management
Florida
$2.22M -$5.42M -87,290 -70%
PFW
1048
Petros Family Wealth
Minnesota
$2.22M +$8.63K +139 +0.4%
EC
1049
Estate Counselors
Wisconsin
$2.21M -$646K -10,395 -22%
CNBT
1050
Canandaigua National Bank & Trust
New York
$2.21M +$6.09K +98 +0.3%

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.