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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
MAS
1226
Madden Advisory Services
Florida
$1.48M -$4.53K -73 -0.3%
SW
1227
Simplicity Wealth
New Jersey
$1.47M +$276K +4,439 +21%
SWM
1228
SilverOak Wealth Management
Minnesota
$1.47M +$525K +8,453 +51%
PWA
1229
Peterson Wealth Advisors
Utah
$1.47M +$1.17M +18,851 +206%
6F
1230
626 Financial
Michigan
$1.46M -$2.24M -36,124 -59%
TNBTD
1231
Trustmark National Bank Trust Department
Mississippi
$1.46M +$93.2K +1,501 +6%
EK
1232
Evensky & Katz
Florida
$1.46M -$24.3K -391 -2%
KJHP
1233
K.J. Harrison & Partners
Ontario, Canada
$1.45M +$981K +15,800 +174%
CCA
1234
Cora Capital Advisors
New Jersey
$1.45M -$21.7K -350 -1%
EPA
1235
Element Pointe Advisors
Florida
$1.45M
AWA
1236
Arete Wealth Advisors
Illinois
$1.44M -$4.62M -74,396 -75%
RMCM
1237
Reynders McVeigh Capital Management
Massachusetts
$1.44M -$4.41K -71 -0.3%
IAIM
1238
International Assets Investment Management
Florida
$1.44M -$271K -4,364 -15%
AIP
1239
Alexis Investment Partners
Texas
$1.44M -$95.3K -1,535 -6%
CCA
1240
Carrera Capital Advisors
Michigan
$1.43M -$297K -4,785 -16%
MIA
1241
MMBG Investment Advisors
Florida
$1.43M +$868K +13,980 +132%
AA
1242
Armis Advisers
Georgia
$1.43M +$792K +12,748 +107%
OWA
1243
Octavia Wealth Advisors
Ohio
$1.43M +$25.8K +416 +2%
IPWA
1244
International Private Wealth Advisors
California
$1.42M +$55K +886 +4%
1WM
1245
1900 Wealth Management
Texas
$1.42M -$84.7K -1,364 -5%
DSC
1246
Duncker Streett & Co
Missouri
$1.42M
GWA
1247
GGM Wealth Advisors
Maryland
$1.41M -$154K -2,475 -9%
WCM
1248
Winthrop Capital Management
Indiana
$1.41M -$27.1K -437 -2%
FIA
1249
Foundations Investment Advisors
Arizona
$1.41M -$811K -13,066 -35%
BWA
1250
Beam Wealth Advisors
Louisiana
$1.4M +$86.7K +1,396 +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.