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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
AWA
126
Alaska Wealth Advisors
Alaska
$61.2M +$5.14M +82,721 +9%
LI
127
LVZ Inc
Michigan
$61.1M -$1.4M -22,479 -2%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$60.9M
HI
129
Horizon Investments
North Carolina
$60.3M +$4.88M +78,646 +8%
AFG
130
Arkansas Financial Group
Arkansas
$59.5M +$440K +7,085 +0.6%
PAG
131
Private Advisor Group
New Jersey
$58.8M -$5.23M -84,254 -8%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$58.8M +$3.21M +51,625 +5%
DWM
133
Destination Wealth Management
California
$58.7M +$714K +11,503 +1%
WTC
134
WhitTier Trust Company
Nevada
$57.7M -$72.3K -1,164 -0.1%
CA
135
Clearstead Advisors
Ohio
$57.6M +$1.42M +22,863 +2%
FHA
136
First Horizon Advisors
Tennessee
$56.8M -$1.13M -18,127 -2%
BSB
137
Bangor Savings Bank
Maine
$56.8M +$1.28M +20,569 +2%
MA
138
MCF Advisors
Kentucky
$56.7M +$1.63M +26,321 +3%
FTWA
139
Fifth Third Wealth Advisors
Ohio
$56.1M +$4.8M +77,299 +9%
KAS
140
Kestra Advisory Services
Texas
$55.6M -$25.6M -412,936 -30%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$54.4M +$3.11M +50,077 +6%
VA
142
Valmark Advisers
Ohio
$54.3M -$220K -3,547 -0.4%
WA
143
Waverly Advisors
Alabama
$52.7M +$8.3M +133,609 +17%
CPIG
144
Chicago Partners Investment Group
Illinois
$52.5M +$1.74M +28,086 +3%
AWE
145
Avidian Wealth Enterprises
Texas
$52M -$12.9M -207,496 -19%
PRA
146
Pine Ridge Advisers
New York
$52M +$357K +5,745 +0.6%
LGWM
147
Litman Gregory Wealth Management
California
$50.8M +$54.1M +870,956 New
AF
148
Arrow Financial
New York
$50.5M -$7.58K -122 -0%
CFG
149
CKW Financial Group
Hawaii
$49.9M +$2.12M +34,074 +4%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$49.8M -$74.8M -1,203,750 -59%

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.