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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
OFO
1401
OneAscent Family Office
Alabama
$990K +$1.05M +16,878 New
WWM
1402
Wolff Wiese Magana
California
$983K +$112K +1,796 +12%
C
1403
Certuity
Florida
$983K +$574K +9,241 +124%
IWP
1404
Invenio Wealth Partners
Florida
$979K
OWP
1405
ORG Wealth Partners
Texas
$979K +$1.03M +16,564 +14,923%
SXL
1406
Summit X LLC
Missouri
$979K -$7.83K -126 -0.7%
BFA
1407
Buttonwood Financial Advisors
Maryland
$977K -$112K -1,801 -10%
TA
1408
TFG Advisers
Michigan
$973K -$1.74K -28 -0.2%
BCM
1409
Basso Capital Management
Connecticut
$973K +$777K +12,520 +302%
HCM
1410
Howland Capital Management
Massachusetts
$972K
WTA
1411
Washington Trust Advisors
Massachusetts
$970K -$8.13K -131 -0.8%
AP
1412
Appleton Partners
Massachusetts
$970K -$15.8K -255 -2%
PA
1413
PSI Advisors
Florida
$968K -$448K -7,209 -30%
WA
1414
WBH Advisory
Maryland
$965K -$147K -2,372 -13%
MCM
1415
MV Capital Management
Maryland
$965K +$56.4K +908 +6%
HNW
1416
High Note Wealth
Minnesota
$962K -$18.6K -300 -2%
EAM
1417
Evanson Asset Management
California
$959K +$559 +9 +0.1%
KSWA
1418
Kathleen S. Wright Associates
Pennsylvania
$949K +$104K +1,668 +11%
COCM
1419
Charter Oak Capital Management
New Hampshire
$947K +$97.9K +1,577 +11%
AAP
1420
Arax Advisory Partners
Colorado
$945K +$7.51K +121 +0.8%
CL
1421
COWA LLC
Oklahoma
$944K -$918K -14,775 -48%
CT
1422
Clearstead Trust
Maine
$943K +$3.48K +56 +0.3%
WCG
1423
Weaver Consulting Group
California
$941K -$15.5K -249 -2%
TIA
1424
Traphagen Investment Advisors
New Jersey
$940K -$4.22K -68 -0.4%
GL
1425
Gerber LLC
Ohio
$937K -$125K -2,005 -11%

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.