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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
NCG
1151
Newport Capital Group
New Jersey
$1.75M -$5.34K -86 -0.3%
RT
1152
Rockland Trust
Massachusetts
$1.73M -$92.7K -1,492 -5%
IFO
1153
Independent Family Office
New York
$1.73M
IAA
1154
Independent Advisor Alliance
North Carolina
$1.72M -$29.2M -470,556 -94%
TIAAOA
1155
Teachers Insurance & Annuity Association of America
New York
$1.72M
RCG
1156
Regatta Capital Group
California
$1.72M -$168K -2,708 -8%
FPGK
1157
Financial Partners Group (Kansas)
Kansas
$1.72M +$12.4K +200 +0.7%
CFG
1158
Cooper Financial Group
California
$1.71M +$137K +2,208 +8%
FB
1159
Finward Bancorp
Indiana
$1.71M -$23.6K -380 -1%
MHS
1160
M Holdings Securities
Oregon
$1.7M +$213K +3,435 +13%
SAI
1161
Savvy Advisors Inc
New York
$1.7M +$698K +11,241 +63%
CBB
1162
Citizens Business Bank
California
$1.69M +$963K +15,501 +115%
TSW
1163
Three Seasons Wealth
Utah
$1.69M -$102K -1,642 -5%
NC
1164
Napatree Capital
Rhode Island
$1.69M +$133K +2,144 +8%
T. Rowe Price Associates
1165
T. Rowe Price Associates
Maryland
$1.69M
ARC
1166
Advisor Resource Council
Texas
$1.68M +$1.08M +17,335 +151%
S
1167
Sunpointe
Missouri
$1.67M +$138K +2,225 +8%
MA
1168
MONECO Advisors
Connecticut
$1.67M -$405K -6,517 -19%
BAM
1169
Berkshire Asset Management
Pennsylvania
$1.65M +$31.1K +500 +2%
CPIA
1170
Cornell Pochily Investment Advisors
New York
$1.65M +$214K +3,443 +14%
FAM
1171
Forte Asset Management
New York
$1.64M -$137K -2,212 -7%
HAM
1172
Harmony Asset Management
Arizona
$1.64M +$562K +9,046 +48%
FA
1173
Fiducient Advisors
Illinois
$1.64M +$146K +2,357 +9%
AFC
1174
AFT Forsyth & Company
Florida
$1.64M -$8.69K -140 -0.5%
JWBC
1175
John W. Brooker & Co
California
$1.63M +$92.2K +1,485 +6%

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.