We are live on ! Find out more
IJH icon

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
FDW
1176
Fourth Dimension Wealth
Ohio
$1.63M +$1.26M +20,223 +265%
DACG
1177
Donor Advised Charitable Giving
California
$1.62M +$251K +4,046 +17%
LA
1178
Lane & Associates
New Jersey
$1.62M +$9.01K +145 +0.5%
CC
1179
Cadinha & Co
Hawaii
$1.62M -$7.14K -115 -0.4%
RWMG
1180
Redwood Wealth Management Group
New Jersey
$1.62M -$1.12K -18 -0.1%
GI
1181
GAMMA Investing
California
$1.61M +$96.5K +1,554 +6%
HCA
1182
Heck Capital Advisors
Wisconsin
$1.6M -$70.2K -1,130 -4%
AssetMark Inc
1183
AssetMark Inc
California
$1.6M -$573K -9,228 -25%
MWS
1184
MFA Wealth Services
California
$1.6M +$248K +3,996 +17%
PVAMC
1185
PPS&V Asset Management Consultants
Michigan
$1.6M -$21.2K -342 -1%
PWM
1186
Prosperity Wealth Management
California
$1.59M -$477K -7,677 -22%
WA
1187
WP Advisors
California
$1.59M +$4.72K +76 +0.3%
BF
1188
Blankinship & Foster
California
$1.59M +$289K +4,655 +21%
VF
1189
Vawter Financial
Ohio
$1.59M +$123K +1,981 +8%
OA
1190
Operose Advisors
Wisconsin
$1.59M +$1.12M +18,099 +199%
CAM
1191
Creekmur Asset Management
Illinois
$1.58M -$4.49M -72,341 -73%
KLCM
1192
KG&L Capital Management
Louisiana
$1.58M +$29.7K +479 +2%
AWA
1193
Aaron Wealth Advisors
Illinois
$1.58M -$207K -3,331 -11%
CIS
1194
Connors Investor Services
Pennsylvania
$1.58M +$6.89K +111 +0.4%
CCM
1195
Crew Capital Management
Ohio
$1.58M -$2.54M -40,880 -60%
IA
1196
Integrity Alliance
Iowa
$1.58M +$745K +11,998 +80%
ANB
1197
Amarillo National Bank
Texas
$1.57M +$30.1K +484 +2%
TPI
1198
Trust Point Inc
Wisconsin
$1.57M +$705K +11,360 +73%
CFG
1199
Cosner Financial Group
Colorado
$1.57M +$28K +451 +2%
SCTC
1200
Sanibel Captiva Trust Company
Florida
$1.56M +$1.16M +18,607 +227%

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.