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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
CIA
1351
Compass Ion Advisors
Pennsylvania
$1.09M -$174K -2,808 -13%
IAS
1352
Insigneo Advisory Services
Florida
$1.09M -$75.5K -1,215 -6%
MAM
1353
MMA Asset Management
Pennsylvania
$1.09M -$4.04K -65 -0.3%
CCA
1354
Conservest Capital Advisors
Pennsylvania
$1.09M +$271K +4,362 +30%
KCP
1355
Kera Capital Partners
California
$1.09M +$158K +2,546 +16%
PTB
1356
Pioneer Trust Bank
Oregon
$1.09M
RWM
1357
Ritholtz Wealth Management
New York
$1.08M +$425K +6,848 +59%
GAM
1358
Gemmer Asset Management
California
$1.08M -$11K -177 -0.9%
BWM
1359
Bernard Wealth Management
Michigan
$1.08M -$16.9K -272 -1%
GWM
1360
Greenwich Wealth Management
Connecticut
$1.08M -$1.24K -20 -0.1%
JWWM
1361
Johnson & White Wealth Management
Pennsylvania
$1.07M +$11.2K +180 +1%
TF
1362
Tudor Financial
Ohio
$1.07M +$932 +15 +0.1%
PGAM
1363
Princeton Global Asset Management
New Jersey
$1.07M -$58.9K -949 -5%
RRA
1364
Round Rock Advisors
Connecticut
$1.07M -$42.8K -690 -4%
LSIA
1365
LaSalle St. Investment Advisors
Illinois
$1.07M +$208K +3,349 +22%
EIA
1366
Edgemoor Investment Advisors
Maryland
$1.06M -$69.9K -1,125 -6%
WCWM
1367
Wooster Corthell Wealth Management
Connecticut
$1.06M -$5.34K -86 -0.5%
PIMG
1368
Patriot Investment Management Group
Tennessee
$1.06M -$4.59K -74 -0.4%
AT
1369
Arlington Trust
Alabama
$1.06M
BW
1370
Basepoint Wealth
Iowa
$1.05M +$1.61K +26 +0.1%
EAM
1371
Empirical Asset Management
Massachusetts
$1.05M -$26.9M -433,885 -96%
AFO
1372
Allie Family Office
Florida
$1.05M +$77.1K +1,242 +7%
TFGT
1373
TS Financial Group (TSFG)
Illinois
$1.05M +$19.1K +308 +2%
HA
1374
Huntleigh Advisors
Missouri
$1.05M -$42.1K -678 -4%
CCG
1375
Cypress Capital Group
Florida
$1.05M -$29.2K -470 -3%

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.