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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
FNBSF
1601
First National Bank Sioux Falls
South Dakota
$675K
CPBTD
1602
Central Pacific Bank - Trust Division
Hawaii
$672K
GWSA
1603
Global Wealth Strategies & Associates
Colorado
$671K -$35.6K -574 -5%
FYW
1604
Future You Wealth
New York
$669K +$712K +11,471 New
GKWIM
1605
Gerber Kawasaki Wealth & Investment Management
California
$669K +$42.3K +681 +6%
ASBI
1606
American State Bank (Iowa)
Iowa
$666K
SC
1607
Slow Capital
California
$665K
TFP
1608
Tilia Fiduciary Partners
North Carolina
$665K +$4.1K +66 +0.6%
SRC
1609
Shufro Rose & Co
New York
$663K +$4.29K +69 +0.6%
KL
1610
KWMG LLC
Kansas
$662K +$1.74K +28 +0.2%
AWA
1611
Archvest Wealth Advisors
California
$661K -$42.4K -683 -6%
KWM
1612
KFG Wealth Management
Indiana
$660K -$3.85K -62 -0.5%
FWP
1613
Falcon Wealth Planning
California
$657K -$33K -531 -5%
SHJ
1614
Sharkey, Howes & Javer
Colorado
$656K -$74.9K -1,206 -10%
GWM
1615
Graybill Wealth Management
Illinois
$656K +$698K +11,235 New
TVAMP
1616
Tennessee Valley Asset Management Partners
Tennessee
$653K +$16.4K +264 +2%
ATC
1617
Adirondack Trust Company
New York
$653K -$807 -13 -0.1%
CCP
1618
Clarkston Capital Partners
Michigan
$649K
PL
1619
Plancorp LLC
Missouri
$649K -$30.8K -496 -4%
WAG
1620
Wallace Advisory Group
California
$648K +$29.2K +470 +5%
SLG
1621
Stanley-Laman Group
Pennsylvania
$647K +$85.8K +1,381 +14%
TWP
1622
Tyche Wealth Partners
Texas
$647K +$35.1K +565 +5%
SC
1623
Stephens Consulting
Michigan
$646K -$73.9K -1,190 -10%
IIC
1624
Ironwood Investment Counsel
Arizona
$644K
SAM
1625
Summit Asset Management
Tennessee
$643K -$26.2K -422 -4%

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.