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iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $75.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 967 increasing their positions, 996 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $6.8M

65% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $70.9B → $75.7B (+$4.72B)

1% more funds holding

Funds holding: 2,4202,436 (+16)

0.47% more ownership

Funds ownership: 79.07%79.54% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 996

2% less funds holding in top 10

Funds holding in top 10: 367361 (-6)

Holders
2,436
Holders Change
+16
Holders Change %
+0.66%
% of All Funds
32.07%
Holding in Top 10
361
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.63%
% of All Funds
4.75%
New
145
Increased
967
Reduced
996
Closed
88
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1026
WCG Wealth Advisors
Nevada
$2.49M -$17.4K -296 -0.7%
LWM
1027
Lyell Wealth Management
California
$2.49M -$158K -2,700 -6%
GLA
1028
Good Life Advisors
Pennsylvania
$2.49M -$21.4K -364 -0.9%
KIA
1029
KCM Investment Advisors
California
$2.48M +$2.52K +43 +0.1%
TFG
1030
Taylor Financial Group
Virginia
$2.48M +$191K +3,255 +9%
Millennium Management
1031
Millennium Management
New York
$2.48M -$95.3K -1,623 -4%
BA
1032
Brightwater Advisory
Florida
$2.47M +$31.2K +532 +1%
BMWM
1033
Brown Miller Wealth Management
Virginia
$2.47M +$201K +3,419 +9%
EFL
1034
ERn Financial LLC
Wisconsin
$2.46M -$9.28K -158 -0.4%
CSF
1035
Capital Squared Financial
Maryland
$2.46M +$2.33M +39,694 New
CNB
1036
Camden National Bank
Maine
$2.46M -$444K -7,559 -16%
PCM
1037
Palisade Capital Management
New Jersey
$2.44M -$3.87K -66 -0.2%
MWM
1038
Maridea Wealth Management
New York
$2.43M -$282K -4,796 -11%
CAL
1039
Capital Advisors Ltd
Ohio
$2.43M -$116K -1,975 -5%
WAM
1040
Weinberger Asset Management
California
$2.42M -$42.9K -730 -2%
1IA
1041
1834 Investment Advisors
Wisconsin
$2.41M -$3.87K -66 -0.2%
MIM
1042
Macroview Investment Management
Maryland
$2.4M +$121K +2,067 +6%
AWP
1043
Ascent Wealth Partners
New York
$2.38M +$354K +6,023 +19%
BFW
1044
Brady Family Wealth
Missouri
$2.37M -$4.23K -72 -0.2%
RA
1045
RFG Advisory
Alabama
$2.37M +$166K +2,827 +8%
W
1046
WorthPointe
California
$2.36M -$58.2K -991 -3%
CNBT
1047
Canandaigua National Bank & Trust
New York
$2.36M +$6.87K +117 +0.3%
MWM
1048
MY Wealth Management
Maryland
$2.36M -$1.35K -23 -0.1%
GC
1049
Gilbert & Cook
Iowa
$2.36M -$9.16K -156 -0.4%
NWMG
1050
National Wealth Management Group
Ohio
$2.34M +$114K +1,937 +5%

IJH Hedge Fund Activity: Q2 2025 in Review

2,436 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2025, worth a combined $75.7B — up 6.6% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 88 closed out — a net gain of 57 holders — while 967 added to existing stakes and 996 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $750M.

  • 2,436 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2025, up from 2,420 in Q1 2025.
  • Funds reported $75.7B of iShares Core S&P Mid-Cap ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2025 and 88 closed out, a net change of +57 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2025 was Goldman Sachs, an estimated $523M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $750M sold.

Based on aggregated 13F filings for Q2 2025.