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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
TW
1476
Towerpoint Wealth
California
$827K +$366K +5,888 +71%
MLL
1477
Moody Lynn & Lieberson
Massachusetts
$825K -$13.3K -214 -1%
CWM
1478
CCG Wealth Management
California
$824K
BDWCC
1479
B&D White Capital Company
Texas
$823K +$157K +2,525 +22%
WPC
1480
Waters Parkerson & Co
Louisiana
$821K +$55K +885 +7%
POIA
1481
Pin Oak Investment Advisors
Texas
$818K
DP
1482
Dearborn Partners
Illinois
$816K +$91.2K +1,469 +12%
HCMT
1483
Highland Capital Management (Tennessee)
Tennessee
$816K
TWM
1484
Trueblood Wealth Management
Ohio
$814K +$146K +2,358 +20%
CAWM
1485
Capital Advisors Wealth Management
Washington
$813K -$2.86K -46 -0.3%
BCM
1486
Becker Capital Management
Oregon
$807K +$15.8K +255 +2%
SHFA
1487
SC&H Financial Advisors
Maryland
$805K +$932 +15 +0.1%
NCM
1488
Narwhal Capital Management
Georgia
$804K
CCG
1489
Chatham Capital Group
Georgia
$803K +$1.55K +25 +0.2%
NSIM
1490
North Star Investment Management
Illinois
$802K -$74.5K -1,200 -8%
CPC
1491
Consolidated Planning Corp
Georgia
$799K +$15.8K +255 +2%
ZIC
1492
ZWJ Investment Counsel
Georgia
$797K +$61.4K +988 +8%
PWS
1493
Proactive Wealth Strategies
Georgia
$797K -$124 -2 -0%
BCM
1494
Brookmont Capital Management
Texas
$795K -$54.2K -873 -6%
FPCP
1495
Fort Point Capital Partners
California
$792K +$250K +4,020 +42%
HBWM
1496
Hollow Brook Wealth Management
New York
$792K -$179K -2,890 -18%
NLP
1497
Next Level Private
New York
$791K -$8.88K -143 -1%
SC
1498
Sepio Capital
Utah
$790K +$683 +11 +0.1%
BFS
1499
BridgePort Financial Solutions
Iowa
$790K +$112K +1,802 +15%
SEEDPG
1500
S.E.E.D. Planning Group
New York
$788K -$63.1K -1,016 -7%

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.