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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
SG Americas Securities
1451
SG Americas Securities
New York
$875K -$4.74M -76,336 -84%
MFGM
1452
Marshall Financial Group (Maryland)
Maryland
$875K -$63.2K -1,018 -6%
NRG
1453
Nemes Rush Group
Michigan
$875K -$30.7K -495 -3%
TIM
1454
Thompson Investment Management
Wisconsin
$874K +$44K +708 +5%
PJWM
1455
Philip James Wealth Mangement
Georgia
$874K -$52.5K -845 -5%
SEIA
1456
Signature Estate & Investment Advisors
California
$871K -$85.2K -1,372 -8%
EWA
1457
ERTS Wealth Advisors
Michigan
$871K +$17.6K +284 +2%
SBIA
1458
Sheaff Brock Investment Advisors
Indiana
$870K +$92.8K +1,495 +11%
FCH
1459
Freestone Capital Holdings
Washington
$863K -$48.8K -786 -5%
Invesco
1460
Invesco
Georgia
$857K -$2.92K -47 -0.3%
KA
1461
Kooman & Associates
Pennsylvania
$856K +$10.2K +164 +1%
RWS
1462
Retirement Wealth Solutions
Wisconsin
$854K +$435 +7 +0%
PWMG
1463
Private Wealth Management Group
New Jersey
$854K
PPG
1464
Peak Planning Group
Colorado
$852K -$53.8K -866 -6%
ICP
1465
Interchange Capital Partners
Pennsylvania
$850K +$7.39K +119 +0.8%
DSA
1466
Droms Strauss Advisors
Missouri
$849K +$248 +4 +0%
AAMC
1467
Asset Allocation & Management Company
Illinois
$844K
OFS
1468
OneAscent Financial Services
Alabama
$844K +$428K +6,887 +91%
FAI
1469
Fiduciary Advisors Inc
Missouri
$844K -$3.97K -64 -0.4%
WFA
1470
Wells Financial Advisors
Massachusetts
$843K
IRAG
1471
Investment Research & Advisory Group
Georgia
$843K -$6.85M -110,231 -88%
WDG
1472
Wealth Dimensions Group
Ohio
$840K +$62 +1 +0%
CAM
1473
Carret Asset Management
New York
$834K +$11.9K +191 +1%
OAM
1474
Occidental Asset Management
California
$829K +$454K +7,314 +106%
VFG
1475
Victory Financial Group
Texas
$829K -$207K -3,332 -19%

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.