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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
PCM
1376
Pointe Capital Management
Michigan
$1.04M -$30.7K -494 -3%
GGI
1377
Godsey & Gibb Inc
Virginia
$1.04M +$43.5K +700 +4%
WQ
1378
Wealth Quarterback
New Jersey
$1.04M -$2.6M -41,839 -70%
VWM
1379
Venturi Wealth Management
Texas
$1.04M -$96.9K -1,560 -8%
MA
1380
MBA Advisors
Pennsylvania
$1.04M +$1.24K +20 +0.1%
EFG
1381
Ethos Financial Group
Pennsylvania
$1.04M
FFN
1382
Focus Financial Network
Minnesota
$1.03M +$183K +2,945 +20%
GKIM
1383
GW&K Investment Management
Massachusetts
$1.03M +$226K +3,644 +26%
CWG
1384
Cornerstone Wealth Group
North Carolina
$1.03M +$19.6K +316 +2%
CFO
1385
Collective Family Office
Pennsylvania
$1.03M -$15.6K -252 -1%
NFC
1386
Northeast Financial Consultants
Connecticut
$1.03M +$186 +3 +0%
TCM
1387
Tufton Capital Management
Maryland
$1.03M +$18.8K +302 +2%
MJRIC
1388
Mogy Joel R Investment Counsel
California
$1.03M -$68.4K -1,102 -6%
WH
1389
Willner & Heller
California
$1.03M -$8.51K -137 -0.8%
USCWA
1390
U.S. Capital Wealth Advisors
Texas
$1.02M -$119K -1,909 -10%
CCM
1391
Colorado Capital Management
Colorado
$1.02M +$4.16K +67 +0.4%
CKAIS
1392
Christensen King & Associates Investment Services
Washington
$1.02M -$28.2K -454 -3%
GWM
1393
GDS Wealth Management
Texas
$1.02M +$78.3K +1,261 +8%
FA
1394
FF Advisors
California
$1.01M +$182K +2,934 +20%
M
1395
MOTCO
Texas
$1.01M +$109K +1,763 +11%
DIA
1396
Davidson Investment Advisors
Montana
$1M
GPA
1397
Garrison Point Advisors
California
$999K +$157K +2,525 +17%
PWG
1398
Private Wealth Group
Florida
$997K -$1.69M -27,145 -61%
BFWM
1399
Bright Futures Wealth Management
New York
$996K -$4.97K -80 -0.4%
LCM
1400
LVM Capital Management
Michigan
$991K -$3.1K -50 -0.3%

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.