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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
HWA
1626
HHM Wealth Advisors
Tennessee
$659K
BWL
1627
Bogart Wealth LLC
Virginia
$658K +$197K +3,358 +46%
Legacy Financial Group (Iowa)
1628
Legacy Financial Group (Iowa)
Iowa
$657K -$10.3K -176 -2%
EFN
1629
Equita Financial Network
Pennsylvania
$657K -$89K -1,516 -13%
DE
1630
Diversified Enterprises
Delaware
$653K -$137K -2,327 -18%
ERWM
1631
Elk River Wealth Management
Colorado
$651K -$646 -11 -0.1%
FFP
1632
FourThought Financial Partners
Florida
$651K
DI
1633
DAGCO Inc
Ohio
$650K +$117 +2 +0%
BWM
1634
BCS Wealth Management
Tennessee
$650K +$48.9K +833 +9%
CWM
1635
Crowley Wealth Management
Delaware
$650K +$19.9K +339 +3%
FVWA
1636
Foster Victor Wealth Advisors
South Carolina
$648K +$338K +5,754 +130%
FWM
1637
FSA Wealth Management
Massachusetts
$648K +$59 +1 +0.1%
CWM
1638
Centurion Wealth Management
Virginia
$648K +$99.7K +1,698 +19%
MCWA
1639
Meadow Creek Wealth Advisors
Georgia
$647K -$168K -2,860 -22%
BWP
1640
Balboa Wealth Partners
Arizona
$645K +$68.2K +1,161 +13%
PW
1641
Pandora Wealth
Illinois
$644K
LFG
1642
Larson Financial Group
Missouri
$642K -$8.04K -137 -1%
JHCP
1643
Jackson Hole Capital Partners
Oklahoma
$641K +$7.98K +136 +1%
TPF
1644
Tribridge Partners Financial
Maryland
$641K +$607K +10,332 New
PPG
1645
Peak Planning Group
Colorado
$640K -$251K -4,283 -29%
OAM
1646
Oak Asset Management
California
$639K +$3.82K +65 +0.6%
IIC
1647
Integrated Investment Consultants
Michigan
$638K +$12.2K +208 +2%
HWM
1648
Howard Wealth Management
Connecticut
$638K -$1.06K -18 -0.2%
LB
1649
Legacy Bridge
Iowa
$637K -$9.33K -159 -2%
AMM
1650
American Money Management
California
$635K +$763 +13 +0.1%

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.