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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
WTB
1076
Washington Trust Bank
Washington
$2.07M -$22.2K -358 -1%
VCA
1077
Verdence Capital Advisors
Maryland
$2.07M -$162K -2,607 -7%
RA
1078
RFG Advisory
Alabama
$2.06M +$218K +3,512 +11%
SFG
1079
SevenBridge Financial Group
Pennsylvania
$2.06M -$517K -8,321 -20%
EWA
1080
EverSource Wealth Advisors
Alabama
$2.04M -$203K -3,263 -9%
M
1081
MATAURO
New York
$2.04M +$51.6K +831 +2%
BFO
1082
Biltmore Family Office
North Carolina
$2.03M +$8.69K +140 +0.4%
VAS
1083
Vestmark Advisory Solutions
Massachusetts
$2.03M +$391K +6,294 +22%
HSWS
1084
Higgins & Schmidt Wealth Strategies
Colorado
$2.02M -$17.3K -279 -0.8%
AIA
1085
Arcadia Investment Advisors
Idaho
$2M -$23.7K -381 -1%
BFC
1086
Bedel Financial Consulting
Indiana
$2M +$14.5K +233 +0.7%
CBA
1087
Coastal Bridge Advisors
Connecticut
$1.99M +$2.12M +34,161 New
LC
1088
LCNB Corp
Ohio
$1.99M +$167K +2,690 +9%
DWP
1089
Daymark Wealth Partners
Ohio
$1.99M +$413K +6,653 +24%
SI
1090
Seeds Investor
New York
$1.99M +$133K +2,141 +7%
OFS
1091
Oldfather Financial Services
Nebraska
$1.99M +$141K +2,267 +7%
RWIA
1092
Roger Wittlin Investment Advisory
California
$1.99M +$5.84K +94 +0.3%
FCA
1093
Fortis Capital Advisors
Kansas
$1.98M +$1.55M +25,002 +279%
LSWP
1094
Liberty Square Wealth Partners
Pennsylvania
$1.98M +$18.3K +295 +0.9%
FWP
1095
Forefront Wealth Partners
Texas
$1.98M +$233K +3,757 +12%
SL
1096
SWF LLC
Nebraska
$1.97M +$2.1M +33,846 New
ST
1097
Sentinel Trust
Texas
$1.96M -$1.55M -24,995 -43%
FDCDDQ
1098
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95M +$1.3M +20,886 +166%
PFBT
1099
Parkside Financial Bank & Trust
Missouri
$1.95M +$79.2K +1,276 +4%
NS
1100
NBC Securities
Alabama
$1.95M +$2.07M +33,391 +115,141%

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.