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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
SWM
1101
SpringVest Wealth Management
Texas
$1.95M -$283K -4,563 -12%
SCA
1102
St. Clair Advisors
Ohio
$1.94M -$46.6K -751 -2%
PI
1103
PineBridge Investments
New York
$1.94M -$46.7M -752,583 -96%
MCM
1104
Maple Capital Management
Vermont
$1.94M -$416K -6,698 -17%
ACIM
1105
Azimuth Capital Investment Management
Michigan
$1.93M
OP
1106
ORG Partners
Indiana
$1.93M -$5.95M -95,797 -74%
SIA
1107
SeaBridge Investment Advisors
New Jersey
$1.93M
LRWA
1108
Long Run Wealth Advisors
New York
$1.9M +$144K +2,318 +8%
KCM
1109
Kathmere Capital Management
Pennsylvania
$1.9M +$837K +13,486 +71%
PTC
1110
Philadelphia Trust Company
Pennsylvania
$1.9M
EW
1111
Evoke Wealth
California
$1.9M +$14.9K +240 +0.7%
TIA
1112
Tiemann Investment Advisors
California
$1.9M -$18K -290 -0.9%
RWP
1113
Revolve Wealth Partners
New Jersey
$1.9M -$19.1K -308 -0.9%
TSS
1114
Two Sigma Securities
New York
$1.89M +$831K +13,384 +70%
EB
1115
Exchange Bank
California
$1.89M -$6.21K -100 -0.3%
TP
1116
Tranquility Partners
Tennessee
$1.89M +$46.9K +756 +2%
KBFS
1117
Kohmann Bosshard Financial Services
Ohio
$1.89M -$5.53K -89 -0.3%
AWP
1118
Ascent Wealth Partners
New York
$1.89M +$90K +1,449 +5%
BWM
1119
BigSur Wealth Management
Florida
$1.88M
TSWM
1120
Tyler-Stone Wealth Management
Ohio
$1.88M +$35.5K +571 +2%
GAG
1121
GM Advisory Group
New York
$1.88M +$26K +419 +1%
Prudential Financial
1122
Prudential Financial
New Jersey
$1.87M -$353K -5,680 -15%
IP
1123
Investment Partners
Ohio
$1.87M +$154K +2,479 +8%
FWA
1124
FSC Wealth Advisors
New York
$1.87M +$342K +5,500 +21%
TR
1125
Tepp RIA
New Jersey
$1.86M -$182K -2,934 -8%

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.