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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
RMP
1251
Richards, Merrill & Peterson
Washington
$1.4M +$68.3K +1,100 +5%
TMWM
1252
Taylor & Morgan Wealth Management
Michigan
$1.39M -$55K -885 -4%
GI
1253
GS Investments
Minnesota
$1.37M -$19K -306 -1%
EGWAG
1254
Elwood & Goetz Wealth Advisory Group
Georgia
$1.37M
CPP
1255
Capasso Planning Partners
South Carolina
$1.36M -$36.8K -593 -2%
FGA
1256
Fortis Group Advisors
New Jersey
$1.36M -$57.1K -920 -4%
TBT
1257
Texas Bank & Trust
Texas
$1.35M -$108K -1,739 -7%
CWM
1258
Calamos Wealth Management
Illinois
$1.35M +$36.3K +584 +3%
AG
1259
Ascent Group
Virginia
$1.35M +$248K +3,999 +21%
PI
1260
PFG Investments
New York
$1.35M +$383K +6,175 +37%
TCOT
1261
Trust Company of Toledo
Ohio
$1.34M -$28.5K -459 -2%
PVI
1262
Pine Valley Investments
New Jersey
$1.34M +$994 +16 +0.1%
CA
1263
CGN Advisors
Kansas
$1.34M +$145K +2,339 +11%
PCA
1264
Pallas Capital Advisors
Massachusetts
$1.33M -$32K -515 -2%
UBV
1265
United Bank (Virginia)
Virginia
$1.33M -$2.92K -47 -0.2%
OFS
1266
Orrstown Financial Services
Pennsylvania
$1.33M -$8.98M -144,595 -86%
IAS
1267
IMA Advisory Services
Colorado
$1.33M +$2.24K +36 +0.2%
MIM
1268
Marco Investment Management
Georgia
$1.32M
PPA
1269
Pacific Point Advisors
California
$1.32M +$88.7K +1,428 +7%
DW
1270
Dodds Wealth
Colorado
$1.31M -$89.7K -1,445 -6%
AFG
1271
Atomi Financial Group
New York
$1.31M -$114K -1,838 -8%
PFG
1272
Pinnacle Financial Group
Illinois
$1.31M +$621 +10 +0%
CP
1273
Clarendon Private
Massachusetts
$1.29M +$186K +2,989 +16%
CFS
1274
Coordinated Financial Services
Colorado
$1.29M -$123K -1,975 -8%
TCB
1275
Texas Capital Bancshares
Texas
$1.29M +$28.9K +465 +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.