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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
OFG
1051
Oxford Financial Group
Indiana
$2.21M -$23K -370 -1%
CSIC
1052
Clifford Swan Investment Counsel
California
$2.19M +$32.8K +528 +1%
CFO
1053
Colony Family Offices
North Carolina
$2.19M
QCM
1054
QRG Capital Management
Illinois
$2.19M -$101K -1,624 -4%
LFP
1055
Lakeshore Financial Planning
Michigan
$2.19M -$30.7K -494 -1%
B
1056
Bensler
Washington
$2.18M -$167K -2,683 -7%
BFM
1057
Broadview Financial Management
Wisconsin
$2.18M -$120K -1,927 -5%
CAMG
1058
CWA Asset Management Group
Florida
$2.17M +$454K +7,311 +24%
ASW
1059
Astoria Strategic Wealth
Texas
$2.16M +$33.1K +533 +1%
GFG
1060
Greystone Financial Group
Michigan
$2.16M -$360K -5,794 -14%
SOS
1061
Silver Oak Securities
Tennessee
$2.16M -$62.4K -1,005 -3%
AFA
1062
Antonelli Financial Advisors
Michigan
$2.14M -$57.4K -925 -2%
TFG
1063
Taylor Financial Group
Virginia
$2.14M +$159K +2,563 +8%
MIM
1064
Macroview Investment Management
Maryland
$2.14M +$142K +2,283 +7%
OC
1065
Opinicus Capital
Florida
$2.13M +$30.7K +495 +1%
BMWM
1066
Brown Miller Wealth Management
Virginia
$2.12M +$264K +4,254 +13%
MKW
1067
Mullaney, Keating & Wright
Connecticut
$2.12M +$99.1K +1,596 +5%
FWP
1068
FAS Wealth Partners
Kansas
$2.11M -$107K -1,717 -5%
NWMP
1069
Noble Wealth Management PBC
Colorado
$2.1M +$84K +1,352 +4%
SAM
1070
Sherman Asset Management
California
$2.09M -$383K -6,170 -15%
NWMG
1071
National Wealth Management Group
Ohio
$2.09M +$167K +2,696 +8%
EW
1072
Enzi Wealth
Texas
$2.08M
BAAM
1073
Baker Avenue Asset Management
California
$2.08M +$69.7K +1,122 +3%
CIAS
1074
CBIZ Investment Advisory Services
Ohio
$2.07M -$7.27K -117 -0.3%
SLC
1075
Second Line Capital
Louisiana
$2.07M +$2.21M +35,523 New

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.