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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
FCH
1451
Freestone Capital Holdings
Washington
$927K +$9.39K +160 +1%
PJWM
1452
Philip James Wealth Mangement
Georgia
$927K -$1.7K -29 -0.2%
GAM
1453
Gemmer Asset Management
California
$924K -$212K -3,609 -19%
SHJ
1454
Sharkey, Howes & Javer
Colorado
$922K +$212K +3,613 +32%
GSEP
1455
Golden State Equity Partners
California
$918K +$94.6K +1,612 +12%
WDG
1456
Wealth Dimensions Group
Ohio
$918K +$23.8K +405 +3%
SW
1457
SteelPeak Wealth
California
$913K -$17.8K -304 -2%
PWMG
1458
Private Wealth Management Group
New Jersey
$908K
BFS
1459
BridgePort Financial Solutions
Iowa
$906K +$63.6K +1,083 +8%
ICP
1460
Interchange Capital Partners
Pennsylvania
$903K
DSA
1461
Droms Strauss Advisors
Missouri
$902K +$235 +4 +0%
CAM
1462
Carret Asset Management
New York
$902K +$15.4K +262 +2%
FAI
1463
Fiduciary Advisors Inc
Missouri
$901K +$3.87K +66 +0.5%
TWP
1464
Triad Wealth Partners
Kansas
$899K -$357K -6,089 -30%
IRAG
1465
Investment Research & Advisory Group
Georgia
$898K +$1.47K +25 +0.2%
AAMC
1466
Asset Allocation & Management Company
Illinois
$897K
C
1467
Certuity
Florida
$894K -$136K -2,310 -14%
GS
1468
GWN Securities
Florida
$892K -$3.76M -64,007 -82%
TPW
1469
TL Private Wealth
Texas
$891K +$117 +2 +0%
VAG
1470
VisionPoint Advisory Group
Texas
$890K +$135K +2,308 +19%
DFG
1471
Demars Financial Group
Washington
$887K -$50.1M -854,019 -98%
LL
1472
LPWM LLC
Minnesota
$886K +$211K +3,600 +34%
CWM
1473
CCG Wealth Management
California
$885K +$8.51K +145 +1%
SNB
1474
Security National Bank
Nebraska
$884K +$130K +2,208 +18%
CA
1475
Calton & Associates
Florida
$884K +$489K +8,330 +141%

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.