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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
MBTD
1126
Mechanics Bank - Trust Department
California
$1.86M -$88.5K -1,425 -4%
CG
1127
Corundum Group
Colorado
$1.86M +$50.3K +810 +3%
GJIA
1128
Glass Jacobson Investment Advisors
Maryland
$1.85M
EWM
1129
Empirical Wealth Management
Washington
$1.85M +$720K +11,601 +58%
TA
1130
TFB Advisors
Kansas
$1.85M +$146K +2,358 +8%
MC
1131
Moors & Cabot
Massachusetts
$1.83M -$408K -6,570 -17%
4FG
1132
4Thought Financial Group
New York
$1.83M +$1.94M +31,291 +62,582%
WWC
1133
Waypoint Wealth Counsel
Georgia
$1.83M -$290K -4,672 -13%
TFS
1134
Thoroughbred Financial Services
Tennessee
$1.8M +$126K +2,025 +7%
OHWP
1135
Oak Harbor Wealth Partners
North Carolina
$1.8M +$95.3K +1,534 +5%
CP
1136
Covenant Partners
Tennessee
$1.8M +$1.92M +30,877 New
BB
1137
Berkshire Bank
Massachusetts
$1.8M
GWS
1138
Glassman Wealth Services
Virginia
$1.8M -$43.4K -699 -2%
CCT
1139
Capital City Trust
Florida
$1.79M +$20.5K +330 +1%
DWG
1140
Darden Wealth Group
Michigan
$1.78M +$2.55K +41 +0.1%
HCA
1141
Harbour Capital Advisors
Virginia
$1.78M +$26.4K +425 +1%
AAG
1142
Armstrong Advisory Group
Massachusetts
$1.78M
FP
1143
Factorial Partners
New York
$1.77M +$1.89M +30,400 New
LWL
1144
Leo Wealth LLC
Texas
$1.77M -$204K -3,289 -10%
AWM
1145
Apex Wealth Management
New Hampshire
$1.76M +$108K +1,737 +6%
IP
1146
Ignite Planners
California
$1.76M +$78.9K +1,271 +4%
PPC
1147
Park Place Capital
Alabama
$1.76M -$21.3K -343 -1%
OCM
1148
Orion Capital Management
California
$1.76M -$315K -5,080 -14%
FNC
1149
First National Corp
Massachusetts
$1.75M +$27.8K +447 +2%
AC
1150
AWM Capital
Arizona
$1.75M +$116K +1,870 +7%

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.