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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
XPN
1501
XY Planning Network
Montana
$787K -$2.4M -38,641 -74%
BCA
1502
Bay Colony Advisors
Massachusetts
$783K -$41K -661 -5%
TI
1503
Truepoint Inc
Ohio
$781K +$127K +2,053 +18%
GEA
1504
Glen Eagle Advisors
New Jersey
$780K +$17.1K +276 +2%
RSS
1505
Rosenblum Silverman Sutton
California
$780K +$621 +10 +0.1%
TPW
1506
Talon Private Wealth
Florida
$776K -$159K -2,561 -16%
MCWA
1507
Meadow Creek Wealth Advisors
Georgia
$775K -$257K -4,135 -24%
KOC
1508
Koss-Olinger Consulting
Florida
$774K +$823K +13,258 New
LWANC
1509
Laurel Wealth Advisors (North Carolina)
North Carolina
$773K -$92.2K -1,484 -10%
EFP
1510
EnRich Financial Partners
Wisconsin
$771K +$248 +4 +0%
GSEP
1511
Golden State Equity Partners
California
$769K +$21.4K +344 +3%
SP
1512
Stonebrook Private
Michigan
$769K +$251K +4,047 +44%
BWAM
1513
Boyd Watterson Asset Management
Ohio
$769K
SA
1514
Sovran Advisors
California
$767K -$84.6K -1,363 -9%
UFA
1515
Uptown Financial Advisors
Texas
$767K
CBT
1516
Crews Bank & Trust
Florida
$767K -$3.48K -56 -0.4%
VR
1517
Valued Retirements
Texas
$765K +$185K +2,977 +29%
SFP
1518
Shepherd Financial Partners
Massachusetts
$764K +$9.94K +160 +1%
MFT
1519
Moisand Fitzgerald Tamayo
Florida
$761K -$58.7K -945 -7%
Massachusetts Financial Services
1520
Massachusetts Financial Services
Massachusetts
$761K +$810K +13,037 New
PSF
1521
Pacific Sun Financial
California
$759K +$1.86K +30 +0.2%
WFS
1522
WealthGarden F.S.
California
$757K
O3W
1523
Omni 360 Wealth
New Jersey
$756K -$807 -13 -0.1%
CAG
1524
Csenge Advisory Group
Florida
$756K +$44.5K +716 +5%
S
1525
SignatureFD
Georgia
$756K -$220K -3,546 -21%

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.