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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
NPFS
1151
Novak & Powell Financial Services
Florida
$1.82M -$665K -11,321 -28%
NCG
1152
Newport Capital Group
New Jersey
$1.82M -$37.4K -637 -2%
FB
1153
Finward Bancorp
Indiana
$1.82M -$2.64K -45 -0.2%
S
1154
Sunpointe
Missouri
$1.81M +$30.6K +522 +2%
CA
1155
Clune & Associates
Illinois
$1.81M +$152K +2,597 +10%
TIAAOA
1156
Teachers Insurance & Annuity Association of America
New York
$1.81M -$19.4K -330 -1%
CBB
1157
Citizens Business Bank
California
$1.8M -$646 -11 -0%
RCG
1158
Regatta Capital Group
California
$1.8M -$28.1K -478 -2%
RT
1159
Rockland Trust
Massachusetts
$1.79M -$45.3K -772 -3%
IP
1160
Investment Partners
Ohio
$1.79M -$185K -3,150 -10%
WWC
1161
Waypoint Wealth Counsel
Georgia
$1.78M -$152K -2,591 -8%
PWA
1162
Peterson Wealth Advisors
Utah
$1.78M +$39K +665 +2%
EGWAG
1163
Elwood & Goetz Wealth Advisory Group
Georgia
$1.78M +$307K +5,238 +22%
FHC
1164
First Heartland Consultants
Missouri
$1.78M +$184K +3,126 +12%
DWG
1165
Darden Wealth Group
Michigan
$1.78M -$113K -1,928 -6%
IAA
1166
Independent Advisor Alliance
North Carolina
$1.77M -$57.9K -987 -3%
AA
1167
Ashford Advisors
New York
$1.76M -$132K -2,250 -36%
ZF
1168
Zhang Financial
Michigan
$1.75M +$126K +2,148 +8%
GJIA
1169
Glass Jacobson Investment Advisors
Maryland
$1.74M -$101K -1,716 -6%
AFC
1170
AFT Forsyth & Company
Florida
$1.74M +$1.41K +24 +0.1%
BAM
1171
Berkshire Asset Management
Pennsylvania
$1.74M
KJHP
1172
K.J. Harrison & Partners
Ontario, Canada
$1.74M +$182K +3,100 +12%
TFS
1173
Thoroughbred Financial Services
Tennessee
$1.74M -$171K -2,915 -9%
FAM
1174
Forte Asset Management
New York
$1.73M -$16.2K -276 -1%
SS
1175
Sunbelt Securities
Texas
$1.73M +$118K +2,008 +8%

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.