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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
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$64.7M
CCFCSB
127
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M
DWM
128
Destination Wealth Management
California
$63.7M +$1.24M +21,194 +2%
MA
129
MCF Advisors
Kentucky
$62.7M +$2.27M +38,681 +4%
WTC
130
WhitTier Trust Company
Nevada
$62.3M +$898K +15,302 +2%
AWE
131
Avidian Wealth Enterprises
Texas
$61.5M +$5.82M +99,085 +11%
ZBNA
132
Zions Bancorporation, National Association
Utah
$61.4M +$30.6M +521,196 +111%
BSB
133
Bangor Savings Bank
Maine
$60.6M +$182K +3,105 +0.3%
CWM
134
Congress Wealth Management
Massachusetts
$60.1M +$9.86M +168,005 +21%
FHA
135
First Horizon Advisors
Tennessee
$59M -$1.33M -22,625 -2%
CA
136
Clearstead Advisors
Ohio
$58.3M -$2.71M -46,245 -5%
CPIG
137
Chicago Partners Investment Group
Illinois
$57.9M -$196K -3,343 -0.4%
Fidelity International
138
Fidelity International
Bermuda
$57.8M -$94.5M -1,609,674 -63%
VA
139
Valmark Advisers
Ohio
$56.8M -$842K -14,340 -2%
PRA
140
Pine Ridge Advisers
New York
$55.6M +$360K +6,135 +0.7%
WA
141
Waverly Advisors
Alabama
$55.5M -$450K -7,668 -0.8%
CA
142
Crewe Advisors
Utah
$54.4M +$1.62M +27,616 +3%
AF
143
Arrow Financial
New York
$54.2M +$435K +7,405 +0.9%
CFG
144
CKW Financial Group
Hawaii
$53.8M +$397K +6,770 +0.8%
AWM
145
Axxcess Wealth Management
California
$53.5M +$5.77M +98,378 +13%
CCM
146
Charter Capital Management
Wisconsin
$53.4M +$50.5M +860,479 New
WPA
147
West Paces Advisors
Georgia
$53.2M +$648K +11,034 +1%
FTWA
148
Fifth Third Wealth Advisors
Ohio
$52.7M -$6.5M -110,777 -12%
Squarepoint
149
Squarepoint
New York
$51.9M +$34.6M +589,597 +238%
MWM
150
Modera Wealth Management
New Jersey
$51.8M -$823K -14,019 -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.