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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
KFGK
1276
Keystone Financial Group (Kentucky)
Kentucky
$1.29M -$16.1K -259 -1%
MAM
1277
MWA Asset Management
Massachusetts
$1.29M -$6.27K -101 -0.5%
GI
1278
Gradient Investments
Minnesota
$1.28M +$1.37M +22,006 New
CFA
1279
CWS Financial Advisors
Michigan
$1.28M -$2.24K -36 -0.2%
CAM
1280
Costello Asset Management
Pennsylvania
$1.28M -$126K -2,034 -8%
PWM
1281
PBMares Wealth Management
Virginia
$1.28M +$106K +1,707 +8%
CANC
1282
Culbertson A N & Co
Virginia
$1.28M +$16.4K +264 +1%
SPC
1283
Spirepoint Private Client
Florida
$1.28M -$32.4K -521 -2%
DIA
1284
Dana Investment Advisors
Wisconsin
$1.27M -$12.4K -200 -0.9%
STA
1285
Smith Thornton Advisors
Alabama
$1.27M -$3.73K -60 -0.3%
BPC
1286
Bearing Point Capital
Minnesota
$1.27M
WA
1287
Wealthstream Advisors
New York
$1.27M -$44.4K -715 -3%
LNB
1288
Ledyard National Bank
$1.26M +$14.5K +234 +1%
SCM
1289
Sage Capital Management
New Jersey
$1.26M +$3.29K +53 +0.2%
CCA
1290
Clearwater Capital Advisors
Illinois
$1.26M -$118K -1,908 -8%
BLC
1291
Brown, Lisle/Cummings
Rhode Island
$1.26M +$115K +1,847 +9%
OC
1292
Oarsman Capital
Wisconsin
$1.26M -$38.9K -626 -3%
CG
1293
Cynosure Group
Utah
$1.26M -$2.88M -46,397 -68%
MA
1294
Maxele Advisors
Missouri
$1.26M -$14.8K -238 -1%
KCPG
1295
Kavar Capital Partners Group
Kansas
$1.25M
TIM
1296
Tortoise Investment Management
New York
$1.25M
IPW
1297
Invictus Private Wealth
Colorado
$1.25M -$18.8K -302 -1%
Russell Investments Group
1298
Russell Investments Group
United Kingdom
$1.25M +$103K +1,665 +8%
AWA
1299
ARQ Wealth Advisors
Arizona
$1.25M -$144K -2,325 -10%
TW
1300
TritonPoint Wealth
Maryland
$1.25M -$14.2K -228 -1%

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.