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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
PFG
1326
PAX Financial Group
Texas
$1.18M +$8.69K +140 +0.7%
CWA
1327
Continuum Wealth Advisors
New York
$1.18M
LA
1328
Legacy Advisors
Pennsylvania
$1.17M -$23.3K -375 -2%
CIS
1329
Continental Investors Services
Washington
$1.16M +$46.1K +743 +4%
A
1330
Argentarii
Ohio
$1.16M +$117K +1,877 +10%
ACG
1331
Allen Capital Group
Nebraska
$1.15M +$18.1K +292 +1%
RA
1332
Ruggaard & Associates
Ohio
$1.15M -$1.06K -17 -0.1%
TWM
1333
Thrive Wealth Management
Pennsylvania
$1.15M -$47.8K -769 -4%
FNA
1334
First National Advisers
Nebraska
$1.15M -$72K -1,159 -6%
KHC
1335
Koesten Hirschmann & Crabtree
Kansas
$1.14M
ST
1336
Spinnaker Trust
Maine
$1.14M +$28.8K +464 +2%
PFA
1337
Pinnacle Family Advisors
Missouri
$1.14M +$7.14K +115 +0.6%
SL
1338
SFM LLC
New Hampshire
$1.14M -$113K -1,821 -9%
CCWM
1339
Cassaday & Co Wealth Management
Virginia
$1.13M +$259K +4,174 +27%
NCM
1340
NCM Capital Management
New Jersey
$1.13M
AWM
1341
Ameliora Wealth Management
Switzerland
$1.13M -$62.5K -1,007 -5%
CNBOF
1342
City National Bank of Florida
Florida
$1.12M +$23.8K +383 +2%
TWP
1343
Tempus Wealth Planning
California
$1.11M +$132K +2,131 +13%
CL
1344
CLG LLC
California
$1.11M -$319K -5,136 -21%
Fisher Asset Management
1345
Fisher Asset Management
Washington
$1.11M +$67.2K +1,082 +6%
LC
1346
Lincoln Capital
Nebraska
$1.11M +$23.6K +380 +2%
FFA
1347
Fortune Financial Advisors
Kansas
$1.1M -$18.4K -297 -2%
WMA
1348
William Mack & Associates
Michigan
$1.1M
TSMHT
1349
Thurston Springer Miller Herd & Titak
Indiana
$1.1M +$141K +2,269 +14%
MWA
1350
Midland Wealth Advisors
Illinois
$1.1M +$140K +2,253 +14%

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.