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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
MFT
1526
Moisand Fitzgerald Tamayo
Florida
$797K -$10.9K -185 -1%
PMFA
1527
Plante Moran Financial Advisors
Michigan
$794K +$189K +3,228 +34%
IWB
1528
Innovative Wealth Building
Maryland
$793K +$528 +9 +0.1%
PS
1529
Pinney & Scofield
Massachusetts
$793K
O3W
1530
Omni 360 Wealth
New Jersey
$791K -$12.1K -206 -2%
SFP
1531
Shepherd Financial Partners
Massachusetts
$789K -$21.7K -370 -3%
NG
1532
NWK Group
California
$789K +$7.4K +126 +1%
SCA
1533
Sage Capital Advisors
South Dakota
$787K +$2.23K +38 +0.3%
AIM
1534
Advyzon Investment Management
Illinois
$784K +$742K +12,645 New
CBT
1535
Crews Bank & Trust
Florida
$784K -$29.1K -495 -4%
WF
1536
Warner Financial
Maryland
$783K +$2.23K +38 +0.3%
CFA
1537
Camarda Financial Advisors
Florida
$773K +$168K +2,864 +30%
RC
1538
Rovin Capital
Arizona
$773K +$731K +12,457 New
YWS
1539
Yarger Wealth Strategies
Ohio
$771K -$26.8K -456 -4%
PWA
1540
Primoris Wealth Advisors
Florida
$771K +$59 +1 +0%
BCA
1541
Bay Capital Advisors
Virginia
$770K -$2.06M -35,111 -74%
AF
1542
Alerus Financial
North Dakota
$767K +$646 +11 +0.1%
NAS
1543
Nicolet Advisory Services
Wisconsin
$764K +$253K +4,310 +54%
SWM
1544
SFG Wealth Management
Maryland
$763K +$13.1K +223 +2%
RWM
1545
Riverchase Wealth Management
Texas
$762K
WP
1546
Westmount Partners
California
$760K -$16K -272 -2%
FNBSF
1547
First National Bank Sioux Falls
South Dakota
$760K +$40.5K +690 +6%
LWM
1548
Luminvest Wealth Management
Arizona
$758K
HWA
1549
Hilltop Wealth Advisors
North Carolina
$756K -$27.6K -471 -4%
PCA
1550
Prosperity Capital Advisors
Ohio
$755K -$1.84M -31,375 -72%

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.