We are live on ! Find out more
IJH icon

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
LCM
1401
LVM Capital Management
Michigan
$1.01M -$42.6K -725 -4%
ACG
1402
Allen Capital Group
Nebraska
$1.01M -$207K -3,521 -18%
TWM
1403
Thrive Wealth Management
Pennsylvania
$1.01M -$202K -3,434 -17%
AP
1404
Appleton Partners
Massachusetts
$1M -$27.4K -467 -3%
CCA
1405
Cobblestone Capital Advisors
New York
$1M +$34.6K +589 +4%
HNW
1406
High Note Wealth
Minnesota
$1M -$20.3K -345 -2%
DWM
1407
Daner Wealth Management
Georgia
$1M +$922K +15,700 New
EFG
1408
Ethos Financial Group
Pennsylvania
$1,000K -$60.1K -1,023 -6%
KSWA
1409
Kathleen S. Wright Associates
Pennsylvania
$999K -$9.39K -160 -1%
TIA
1410
Traphagen Investment Advisors
New Jersey
$998K -$528 -9 -0.1%
OPA
1411
Old Port Advisors
Maine
$998K +$39.9K +680 +4%
GL
1412
Gerber LLC
Ohio
$995K
WH
1413
Willner & Heller
California
$995K -$89.5K -1,525 -9%
WCG
1414
Weaver Consulting Group
California
$994K -$5.28K -90 -0.6%
CL
1415
COWA LLC
Oklahoma
$994K -$9.22K -157 -1%
PL
1416
Plancorp LLC
Missouri
$990K +$284K +4,834 +43%
LWM
1417
Lakeridge Wealth Management
Ohio
$989K +$23.4K +399 +3%
WC
1418
Westhampton Capital
North Carolina
$983K +$11.7K +200 +1%
CWG
1419
Cornerstone Wealth Group
North Carolina
$981K -$109K -1,864 -11%
EF
1420
Empowered Funds
Pennsylvania
$976K +$924K +15,735 New
SEIA
1421
Signature Estate & Investment Advisors
California
$973K +$45.3K +772 +5%
SWA
1422
Strata Wealth Advisors
Texas
$972K -$302K -5,142 -25%
DP
1423
Dearborn Partners
Illinois
$972K +$98.2K +1,673 +12%
TIM
1424
Thompson Investment Management
Wisconsin
$971K +$39.5K +673 +4%
JFG
1425
JMG Financial Group
Illinois
$969K

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.