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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
SWM
1101
SpringVest Wealth Management
Texas
$2.04M -$31.5K -537 -2%
FA
1102
Fiducient Advisors
Illinois
$2.04M +$281K +4,784 +17%
SCA
1103
St. Clair Advisors
Ohio
$2.03M -$34.6K -590 -2%
LRWA
1104
Long Run Wealth Advisors
New York
$2.03M +$5.34K +91 +0.3%
M
1105
MATAURO
New York
$2.02M -$136K -2,323 -7%
PJSIMP
1106
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.02M +$1.91M +32,595 New
PTC
1107
Philadelphia Trust Company
Pennsylvania
$2.02M
RWP
1108
Revolve Wealth Partners
New Jersey
$2.02M -$3.05K -52 -0.2%
AssetMark Inc
1109
AssetMark Inc
California
$2.01M +$291K +4,954 +18%
CIAS
1110
CBIZ Investment Advisory Services
Ohio
$2.01M -$184K -3,129 -9%
EB
1111
Exchange Bank
California
$2.01M -$4.87K -83 -0.3%
KBFS
1112
Kohmann Bosshard Financial Services
Ohio
$2.01M
TSWM
1113
Tyler-Stone Wealth Management
Ohio
$2M +$8.1K +138 +0.4%
BWM
1114
BigSur Wealth Management
Florida
$2M
EW
1115
Evoke Wealth
California
$2M -$22K -375 -1%
OHWP
1116
Oak Harbor Wealth Partners
North Carolina
$2M +$75K +1,278 +4%
IAS
1117
Investment Advisory Services
Texas
$1.99M -$857K -14,591 -31%
TP
1118
Tranquility Partners
Tennessee
$1.99M -$18.6K -317 -1%
FNC
1119
First National Corp
Massachusetts
$1.99M +$116K +1,981 +7%
CP
1120
Covenant Partners
Tennessee
$1.99M +$66.5K +1,133 +4%
AWM
1121
Atticus Wealth Management
Florida
$1.97M -$371K -6,319 -17%
TA
1122
TFB Advisors
Kansas
$1.96M -$763 -13 -0%
EG
1123
Ellerson Group
Maryland
$1.95M -$1.94M -32,965 -51%
Empower Advisory Group
1124
Empower Advisory Group
Colorado
$1.94M -$1.16M -19,699 -39%
SFG
1125
SevenBridge Financial Group
Pennsylvania
$1.94M -$189K -3,212 -10%

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.