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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
FYW
1476
Future You Wealth
New York
$882K +$162K +2,757 +24%
OAM
1477
Occidental Asset Management
California
$881K +$176 +3 +0%
SM
1478
Sweeney & Michel
California
$879K -$16.8K -287 -2%
WPC
1479
Waters Parkerson & Co
Louisiana
$878K +$5.28K +90 +0.6%
SIC
1480
Samalin Investment Counsel
New York
$877K -$77.5K -1,320 -9%
SL
1481
SWMG LLC
Texas
$876K +$69.4K +1,183 +10%
BDWCC
1482
B&D White Capital Company
Texas
$876K +$763 +13 +0.1%
RCG
1483
Rock Creek Group
District of Columbia
$874K +$82.7K +1,408 New
MCM
1484
MV Capital Management
Maryland
$870K -$148K -2,524 -15%
Invesco
1485
Invesco
Georgia
$869K -$38.9K -663 -5%
HCMT
1486
Highland Capital Management (Tennessee)
Tennessee
$867K
PA
1487
PSI Advisors
Florida
$866K -$154K -2,625 -16%
MLL
1488
Moody Lynn & Lieberson
Massachusetts
$865K -$10.7K -182 -1%
NB
1489
Nicolet Bankshares
Wisconsin
$863K +$123K +2,100 +18%
SFG
1490
Sovereign Financial Group
Connecticut
$860K +$65.1K +1,109 +9%
TPW
1491
Talon Private Wealth
Florida
$860K +$33.2K +566 +4%
CAWM
1492
Capital Advisors Wealth Management
Washington
$857K -$6.58K -112 -0.8%
SHFA
1493
SC&H Financial Advisors
Maryland
$856K +$998 +17 +0.1%
CCG
1494
Chatham Capital Group
Georgia
$854K
NSIM
1495
North Star Investment Management
Illinois
$852K
NLP
1496
Next Level Private
New York
$851K +$9.39K +160 +1%
MFGM
1497
Marshall Financial Group (Maryland)
Maryland
$851K -$88.6K -1,510 -10%
CAG
1498
Csenge Advisory Group
Florida
$851K +$23.2K +395 +3%
CMP
1499
Courage Miller Partners
Virginia
$850K +$65.1K +1,109 +9%
CPC
1500
Consolidated Planning Corp
Georgia
$850K +$763 +13 +0.1%

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.