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iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $75.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 967 increasing their positions, 996 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $6.8M

65% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $70.9B → $75.7B (+$4.72B)

1% more funds holding

Funds holding: 2,4202,436 (+16)

0.47% more ownership

Funds ownership: 79.07%79.54% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 996

2% less funds holding in top 10

Funds holding in top 10: 367361 (-6)

Holders
2,436
Holders Change
+16
Holders Change %
+0.66%
% of All Funds
32.07%
Holding in Top 10
361
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.63%
% of All Funds
4.75%
New
145
Increased
967
Reduced
996
Closed
88
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1326
MMA Asset Management
Pennsylvania
$1.2M +$40.6K +691 +4%
CCWM
1327
Correct Capital Wealth Management
Missouri
$1.2M -$71.1K -1,211 -6%
JFG
1328
Jefferies Financial Group
New York
$1.2M -$1.17M -19,940 -51%
PCA
1329
Pallas Capital Advisors
Massachusetts
$1.2M -$205K -3,492 -15%
NCM
1330
NCM Capital Management
New Jersey
$1.2M
OLVIG
1331
Oliver Lagore Vanvalin Investment Group
Michigan
$1.2M +$1.2M +20,509 New
CNBOF
1332
City National Bank of Florida
Florida
$1.19M -$411 -7 -0%
TWP
1333
Tempus Wealth Planning
California
$1.18M +$470 +8 +0%
UBV
1334
United Bank (Virginia)
Virginia
$1.18M -$221K -3,767 -17%
BL
1335
Balentine LLC
Georgia
$1.18M +$704K +11,986 +172%
LSA
1336
Lansing Street Advisors
Pennsylvania
$1.18M -$72.7K -1,238 -6%
JWWM
1337
Johnson & White Wealth Management
Pennsylvania
$1.17M +$27.1K +462 +3%
WMA
1338
William Mack & Associates
Michigan
$1.17M -$1.11K -19 -0.1%
GGI
1339
Godsey & Gibb Inc
Virginia
$1.17M +$54.1K +922 +5%
BCM
1340
Basso Capital Management
Connecticut
$1.16M +$123K +2,097 +13%
MSFS
1341
Main Street Financial Solutions
Pennsylvania
$1.16M +$559K +9,528 +103%
AWA
1342
Arete Wealth Advisors
Illinois
$1.16M -$352K -5,989 -24%
CIA
1343
Compass Ion Advisors
Pennsylvania
$1.16M -$2.99K -51 -0.3%
PTB
1344
Pioneer Trust Bank
Oregon
$1.16M
WSWA
1345
Warren Street Wealth Advisors
California
$1.15M +$183K +3,118 +20%
GWM
1346
GDS Wealth Management
Texas
$1.15M +$68.4K +1,165 +7%
BWM
1347
Bernard Wealth Management
Michigan
$1.14M -$2.17K -37 -0.2%
FFA
1348
Fortune Financial Advisors
Kansas
$1.14M -$24.8K -422 -2%
PCM
1349
Pointe Capital Management
Michigan
$1.14M +$30.9K +527 +3%
EIA
1350
Edgemoor Investment Advisors
Maryland
$1.14M +$6.81K +116 +0.6%

IJH Hedge Fund Activity: Q2 2025 in Review

2,436 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2025, worth a combined $75.7B — up 6.6% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 88 closed out — a net gain of 57 holders — while 967 added to existing stakes and 996 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $750M.

  • 2,436 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2025, up from 2,420 in Q1 2025.
  • Funds reported $75.7B of iShares Core S&P Mid-Cap ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2025 and 88 closed out, a net change of +57 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2025 was Goldman Sachs, an estimated $523M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $750M sold.

Based on aggregated 13F filings for Q2 2025.