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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
LWMT
101
Legacy Wealth Management (Tennessee)
Tennessee
$78.5M -$952K -15,331 -1%
SFG
102
Sage Financial Group
Pennsylvania
$77.1M +$2.58M +41,478 +3%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$77.1M +$2.97M +47,880 +4%
RWB
104
RMR Wealth Builders
New Jersey
$76.7M +$6.19M +99,738 +8%
FSC
105
Full Sail Capital
Oklahoma
$74.9M -$789K -12,707 -1%
LF
106
Lee Financial
Texas
$74.4M -$700K -11,277 -0.9%
AIA
107
Ally Invest Advisors
North Carolina
$74M +$1.17M +18,760 +2%
RWM
108
RKL Wealth Management
Pennsylvania
$72.5M +$5.1M +82,081 +7%
PA
109
Planning Alternatives
Michigan
$72.3M +$3.01M +48,397 +4%
TIAA Trust, National Association
110
TIAA Trust, National Association
North Carolina
$70.6M +$738K +11,891 +1%
EH
111
Equitable Holdings
New York
$67.9M -$1.41M -22,775 -2%
LRIA
112
Leonard Rickey Investment Advisors
Washington
$67.8M +$1.02M +16,414 +1%
GIM
113
Goelzer Investment Management
Indiana
$67.2M +$1.15M +18,511 +2%
MFIM
114
Mesirow Financial Investment Management
Illinois
$66.6M +$41M +660,514 +137%
BP
115
Ballentine Partners
Massachusetts
$66.2M -$622K -10,016 -0.9%
VC
116
Vicus Capital
Pennsylvania
$66M -$9.6M -154,561 -12%
HI
117
Harbour Investments
Wisconsin
$65.6M +$2.1M +33,866 +3%
MGIA
118
Moneta Group Investment Advisors
Missouri
$65.5M +$1.41M +22,668 +2%
TFO
119
Tarbox Family Office
California
$65.2M -$638K -10,277 -0.9%
SWP
120
Stratos Wealth Partners
Ohio
$64.6M -$389K -6,266 -0.6%
CCFCSB
121
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$63.9M +$2.43M +39,161 +4%
AllianceBernstein
123
AllianceBernstein
Tennessee
$63.1M +$2.95M +47,494 +5%
CCM
124
Coldstream Capital Management
Washington
$62.5M +$48.1M +774,912 +262%
DIP
125
DT Investment Partners
Pennsylvania
$61.4M -$5.55M -89,415 -8%

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.