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
LSIA
1426
LaSalle St. Investment Advisors
Illinois
$967K -$157K -2,675 -15%
FSWA
1427
Financial Synergies Wealth Advisors
Texas
$966K +$2.35K +40 +0.3%
MWM
1428
Modern Wealth Management
Kansas
$966K -$4.87K -83 -0.5%
TYCC
1429
Texas Yale Capital Corp
Florida
$965K +$7.69K +131 +0.8%
XPN
1430
XY Planning Network
Montana
$964K +$121K +2,054 +15%
OWP
1431
ORG Wealth Partners
Texas
$964K -$78.5K -1,337 -8%
ABTD
1432
Arvest Bank Trust Division
Oklahoma
$958K
TWM
1433
Trueblood Wealth Management
Ohio
$957K +$86.3K +1,470 +11%
VT
1434
Vise Technologies
New York
$957K +$905K +15,425 New
AIM
1435
Anchor Investment Management
South Carolina
$954K -$3.4K -58 -0.4%
CFS
1436
Coordinated Financial Services
Colorado
$953K -$396K -6,749 -31%
MCA
1437
Magnolia Capital Advisors
Mississippi
$947K -$26.8K -457 -3%
BIAS
1438
Beacon Investment Advisory Services
New Jersey
$946K +$11.7K +200 +1%
DWP
1439
Destiny Wealth Partners
Florida
$946K +$895K +15,252 New
HCM
1440
Hollencrest Capital Management
California
$941K
HA
1441
HFG Advisors
Ohio
$940K
RPGK
1442
Retirement Planning Group (Kansas)
Kansas
$939K -$14.2K -242 -2%
OAS
1443
Optivise Advisory Services
Tennessee
$938K -$1.29K -22 -0.1%
WA
1444
WBH Advisory
Maryland
$937K -$84K -1,431 -9%
PCG
1445
Prosperity Consulting Group
Maryland
$936K -$52.5K -895 -6%
PWP
1446
Principle Wealth Partners
Connecticut
$936K
IIM
1447
Ipswich Investment Management
Massachusetts
$934K -$2.06K -35 -0.2%
AWM
1448
Ameliora Wealth Management
Switzerland
$931K -$251K -4,276 -22%
COCM
1449
Charter Oak Capital Management
New Hampshire
$928K -$74.1K -1,262 -8%
KA
1450
Kooman & Associates
Pennsylvania
$927K +$16.9K +288 +2%

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.