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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
PS
1601
Planned Solutions
California
$680K +$1.41K +24 +0.2%
SAM
1602
Summit Asset Management
Tennessee
$680K -$3.05K -52 -0.5%
MCM
1603
Morton Capital Management
California
$679K +$277K +4,714 +76%
GTAM
1604
Global Trust Asset Management
Florida
$679K +$102K +1,735 +19%
OCM
1605
Objective Capital Management
Ohio
$677K -$79K -1,346 -11%
M
1606
MOTCO
Texas
$677K -$384K -6,547 -38%
BOPW
1607
Brandywine Oak Private Wealth
Pennsylvania
$677K -$43.1K -735 -6%
VFG
1608
Victory Financial Group
Texas
$677K -$193K -3,286 -23%
TWP
1609
Tyche Wealth Partners
Texas
$676K -$11.6K -198 -2%
MFC
1610
Morris Financial Concepts
South Carolina
$672K -$43.9K -748 -6%
SWM
1611
Shelton Wealth Management
Texas
$671K -$68K -1,158 -10%
NCM
1612
Narwhal Capital Management
Georgia
$670K -$175K -2,975 -22%
SWM
1613
SeaCrest Wealth Management
New York
$669K -$470 -8 -0.1%
NIWA
1614
New Insight Wealth Advisors
California
$667K -$10.4K -177 -2%
OIS
1615
Okabena Investment Services
Minnesota
$667K +$234K +3,992 +59%
KFSN
1616
Keystone Financial Services (Nebraska)
Nebraska
$666K +$2.99K +51 +0.5%
CPSC
1617
Carl P. Sherr & Co
Massachusetts
$664K
S
1618
SignatureFD
Georgia
$664K -$132K -2,246 -17%
SWA
1619
Strategies Wealth Advisors
Michigan
$664K -$1.17K -20 -0.2%
SRC
1620
Shufro Rose & Co
New York
$663K
NRG
1621
Nemes Rush Group
Michigan
$662K -$253K -4,306 -29%
WAM
1622
Weatherly Asset Management
California
$662K
SIA
1623
SGL Investment Advisors
Montana
$660K +$41.3K +704 +7%
CWA
1624
Canvas Wealth Advisors
Kansas
$660K +$8.51K +145 +1%
CCA
1625
Checchi Capital Advisers
California
$660K

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.