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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
V
1201
VeraBank
Texas
$1.56M -$1.12K -18 -0.1%
FPW
1202
Fairvoy Private Wealth
Alabama
$1.56M -$2.89M -46,511 -64%
MMHP
1203
Murphy Middleton Hinkle & Parker
Georgia
$1.56M +$932 +15 +0.1%
CA
1204
Clune & Associates
Illinois
$1.55M +$238K +3,826 +17%
TFF
1205
The Family Firm
Maryland
$1.55M -$44.3K -714 -3%
NSAM
1206
North Star Asset Management
Wisconsin
$1.54M +$183K +2,953 +13%
FCB
1207
First County Bank
Connecticut
$1.54M -$40.7K -655 -2%
SL
1208
Sentinus LLC
Illinois
$1.54M +$26K +419 +2%
GWANC
1209
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.53M -$109K -1,760 -6%
OWA
1210
One Wealth Advisors
California
$1.53M -$25.3K -408 -2%
SDWMA
1211
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.53M +$93.9K +1,512 +6%
CCM
1212
Condor Capital Management
New Jersey
$1.53M -$107K -1,726 -6%
KW
1213
KWB Wealth
California
$1.52M -$7.08K -114 -0.5%
ZF
1214
Zhang Financial
Michigan
$1.52M +$143K +2,299 +10%
MAWCM
1215
Mine & Arao Wealth Creation & Management
California
$1.51M -$1.37K -22 -0.1%
TFA
1216
Tranquilli Financial Advisor
New Jersey
$1.51M +$210K +3,379 +15%
GF
1217
GGM Financials
Ohio
$1.5M +$212K +3,406 +15%
MWAM
1218
Manhattan West Asset Management
California
$1.5M -$20.2K -326 -1%
CD
1219
Chapin Davis
Maryland
$1.5M -$77.9K -1,255 -5%
SS
1220
Sunbelt Securities
Texas
$1.5M -$125K -2,008 -7%
MAS
1221
MPWM Advisory Solutions
Georgia
$1.49M +$1.29M +20,717 +423%
FHC
1222
First Heartland Consultants
Missouri
$1.49M +$111K +1,786 +8%
SI
1223
Saxon Interests
Texas
$1.49M +$149K +2,392 +10%
WE
1224
Wealth Effects
Massachusetts
$1.49M -$12.1K -195 -0.8%
BFG
1225
Baron Financial Group
New Jersey
$1.48M -$25K -403 -2%

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.