We are live on ! Find out more
IJH icon

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
TW
1051
Towerpoint Wealth
California
$2.34M +$1.38M +23,500 +166%
OFG
1052
Oxford Financial Group
Indiana
$2.33M -$9.69K -165 -0.4%
CSIC
1053
Clifford Swan Investment Counsel
California
$2.33M +$59 +1 +0%
OC
1054
Opinicus Capital
Florida
$2.33M +$62.3K +1,061 +3%
B
1055
Bensler
Washington
$2.32M -$3.93K -67 -0.2%
EW
1056
Enzi Wealth
Texas
$2.31M -$12.3K -210 -0.6%
LFP
1057
Lakeshore Financial Planning
Michigan
$2.31M -$12.6K -215 -0.6%
NF
1058
Nikulski Financial
Iowa
$2.29M -$145K -2,477 -6%
ASW
1059
Astoria Strategic Wealth
Texas
$2.28M -$18.3K -311 -0.8%
Legal & General Group
1060
Legal & General Group
United Kingdom
$2.28M +$917K +15,628 +74%
EWA
1061
EverSource Wealth Advisors
Alabama
$2.27M +$100K +1,712 +5%
MCM
1062
Maple Capital Management
Vermont
$2.26M +$188K +3,201 +10%
NP
1063
NorthRock Partners
Minnesota
$2.25M -$603K -10,269 -22%
FWP
1064
FAS Wealth Partners
Kansas
$2.25M +$6.28K +107 +0.3%
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$2.23M +$150K +2,551 +8%
BFM
1066
Broadview Financial Management
Wisconsin
$2.21M -$98.2K -1,673 -4%
SAM
1067
Sherman Asset Management
California
$2.21M -$12.3K -209 -0.6%
BAAM
1068
Baker Avenue Asset Management
California
$2.2M -$5.87K -100 -0.3%
MKW
1069
Mullaney, Keating & Wright
Connecticut
$2.2M -$51.1K -870 -2%
AFA
1070
Antonelli Financial Advisors
Michigan
$2.2M -$79K -1,345 -4%
TFA
1071
Trinity Financial Advisors
Ohio
$2.19M -$1.15M -19,527 -36%
GAM
1072
Gotham Asset Management
New York
$2.18M -$1.67M -28,473 -45%
WTB
1073
Washington Trust Bank
Washington
$2.18M -$16K -272 -0.8%
4FG
1074
4Thought Financial Group
New York
$2.18M +$222K +3,784 +12%
SYBT
1075
Stock Yards Bank & Trust
Kentucky
$2.17M -$277K -4,711 -12%

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.