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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
JWCA
1626
J.W. Coons Advisors
Ohio
$642K +$248 +4 +0%
MSA
1627
Marathon Strategic Advisors
Pennsylvania
$642K
CCA
1628
Clarity Capital Advisors
Florida
$641K
PCH
1629
PGIM Custom Harvest
New Jersey
$640K -$240K -3,871 -26%
PS
1630
Planned Solutions
California
$639K +$1.37K +22 +0.2%
NIWA
1631
New Insight Wealth Advisors
California
$638K -$65.1K -1,049 -9%
SWM
1632
SeaCrest Wealth Management
New York
$630K +$9.87K +159 +1%
Legacy Financial Group (Iowa)
1633
Legacy Financial Group (Iowa)
Iowa
$629K -$44.8K -721 -6%
FNWM
1634
Financial Network Wealth Management
Utah
$628K
NLWP
1635
Next Level Wealth Planning
Idaho
$627K +$62 +1 +0%
KFI
1636
Key Financial Inc
Pennsylvania
$626K -$29.8K -480 -4%
SWA
1637
Strategies Wealth Advisors
Michigan
$625K -$19.7K -317 -3%
RFP
1638
Root Financial Partners
California
$625K -$229K -3,680 -26%
CPSC
1639
Carl P. Sherr & Co
Massachusetts
$625K
WMWM
1640
Whitaker-Myers Wealth Managers
Ohio
$624K -$224K -3,600 -25%
KFSN
1641
Keystone Financial Services (Nebraska)
Nebraska
$623K -$26K -419 -4%
LL
1642
LPWM LLC
Minnesota
$623K +$435K +7,000 +190%
WAM
1643
Weatherly Asset Management
California
$623K
CCA
1644
Checchi Capital Advisers
California
$621K
OCG
1645
Opus Capital Group
Ohio
$620K +$1.37K +22 +0.2%
HWA
1646
HHM Wealth Advisors
Tennessee
$620K -$186 -3 -0%
HP
1647
Holistic Planning
Texas
$617K -$11.5K -185 -2%
SWP
1648
SIMA Wealth Partners
Virginia
$615K -$12.4K -199 -2%
WJWM
1649
Williams Jones Wealth Management
New York
$614K
SVWAG
1650
Sound View Wealth Advisors Group
Georgia
$614K +$108K +1,743 +20%

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.