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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
WMP
1301
Wealth Management Partners
Arizona
$1.24M -$497 -8 -0%
DI
1302
Disciplined Investments
Oklahoma
$1.23M -$8.57K -138 -0.6%
SAM
1303
Smartleaf Asset Management
Massachusetts
$1.23M +$90.8K +1,462 +7%
Legal & General Group
1304
Legal & General Group
United Kingdom
$1.23M +$143K +2,300 +12%
SWM
1305
Shakespeare Wealth Management
Wisconsin
$1.23M -$51.2K -824 -4%
MWA
1306
Motive Wealth Advisors
Michigan
$1.23M -$146K -2,352 -10%
DWM
1307
Diversify Wealth Management
Utah
$1.22M +$2.79K +45 +0.2%
TIAM2
1308
Tru Independence Asset Management 2
Oregon
$1.22M +$334K +5,381 +35%
SWA
1309
Strata Wealth Advisors
Texas
$1.21M +$323K +5,201 +33%
WPW
1310
Watershed Private Wealth
Illinois
$1.21M +$178K +2,874 +16%
CWC
1311
Carolinas Wealth Consulting
North Carolina
$1.21M +$50.1K +807 +4%
SFGP
1312
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.21M +$195K +3,143 +18%
SAM
1313
S.A. Mason
Michigan
$1.21M +$60.4K +972 +5%
FFA
1314
First Foundation Advisors
California
$1.2M +$62 +1 +0%
SIC
1315
Salem Investment Counselors
North Carolina
$1.2M -$661K -10,652 -34%
CCWM
1316
Correct Capital Wealth Management
Missouri
$1.2M
TWP
1317
Triad Wealth Partners
Kansas
$1.2M -$941K -15,157 -42%
SC
1318
Sapient Capital
Indiana
$1.2M +$6.64K +107 +0.5%
CP
1319
Creekside Partners
California
$1.19M +$1.99K +32 +0.2%
NBWM
1320
North Berkeley Wealth Management
California
$1.19M +$93.1K +1,499 +8%
APP
1321
Avantax Planning Partners
Iowa
$1.18M -$20.6K -332 -2%
WP
1322
WealthShield Partners
North Carolina
$1.18M +$395K +6,359 +46%
LSA
1323
Lansing Street Advisors
Pennsylvania
$1.18M +$932 +15 +0.1%
CWS
1324
Confluence Wealth Services
Pennsylvania
$1.18M -$107K -1,717 -8%
ESB
1325
Essex Savings Bank
Connecticut
$1.18M

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.