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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
PWS
1501
Proactive Wealth Strategies
Georgia
$849K +$2.52K +43 +0.3%
BCM
1502
Brookmont Capital Management
Texas
$849K +$3.29K +56 +0.4%
CHAM
1503
Clear Harbor Asset Management
Connecticut
$849K +$87.5K +1,490 +12%
BCM
1504
Becker Capital Management
Oregon
$845K -$12K -205 -1%
CPA
1505
Cathy Pareto & Associates
Florida
$845K +$97.9K +1,667 +14%
TCM
1506
Traub Capital Management
Massachusetts
$843K +$798K +13,597 New
HBWM
1507
Hollow Brook Wealth Management
New York
$841K
SC
1508
Saiph Capital
New Jersey
$840K +$383K +6,518 +93%
CCA
1509
Conservest Capital Advisors
Pennsylvania
$839K -$305K -5,201 -28%
BCA
1510
Bay Colony Advisors
Massachusetts
$832K -$2.17K -37 -0.3%
SEEDPG
1511
S.E.E.D. Planning Group
New York
$831K -$5.4K -92 -0.7%
CL
1512
CLG LLC
California
$825K -$334K -5,687 -30%
GEA
1513
Glen Eagle Advisors
New Jersey
$825K -$4.17K -71 -0.5%
LWANC
1514
Laurel Wealth Advisors (North Carolina)
North Carolina
$823K +$587 +10 +0.1%
POIA
1515
Pin Oak Investment Advisors
Texas
$820K +$778K +13,250 +1,638%
SP
1516
Stonebrook Private
Michigan
$817K +$117 +2 +0%
VCP
1517
Verus Capital Partners
Arizona
$814K -$169K -2,885 -18%
UFA
1518
Uptown Financial Advisors
Texas
$813K -$2.29K -39 -0.3%
PSF
1519
Pacific Sun Financial
California
$809K +$2.94K +50 +0.4%
ZIC
1520
ZWJ Investment Counsel
Georgia
$807K -$37.9K -646 -5%
CCMG
1521
Clark Capital Management Group
Pennsylvania
$805K +$182K +3,106 +31%
RSS
1522
Rosenblum Silverman Sutton
California
$804K -$23.5K -400 -3%
SAM
1523
Seelaus Asset Management
New Jersey
$802K +$1.29K +22 +0.2%
QWP
1524
Quotient Wealth Partners
Texas
$800K +$31.9K +544 +4%
BWAM
1525
Boyd Watterson Asset Management
Ohio
$798K -$18.2K -310 -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.