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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
ERWM
1651
Elk River Wealth Management
Colorado
$614K -$6.21K -100 -0.9%
RDWM
1652
Red Door Wealth Management
Tennessee
$612K -$115K -1,846 -15%
FFP
1653
FourThought Financial Partners
Florida
$612K -$9.69K -156 -1%
DFG
1654
Delta Financial Group
New Jersey
$612K +$24.5K +395 +4%
LFG
1655
Larson Financial Group
Missouri
$612K +$161K +2,593 +33%
DI
1656
DAGCO Inc
Ohio
$612K -$35.7K -575 -5%
LB
1657
Legacy Bridge
Iowa
$608K +$280K +4,502 +76%
PW
1658
Pandora Wealth
Illinois
$606K +$644K +10,378 New
FPWM
1659
FSB Premier Wealth Management
Iowa
$605K +$3.35K +54 +0.5%
First Manhattan
1660
First Manhattan
New York
$604K
JWS
1661
Juncture Wealth Strategies
Arizona
$602K
HWM
1662
Howard Wealth Management
Connecticut
$601K -$4.53K -73 -0.7%
IC
1663
Innealta Capital
Texas
$598K -$70.7K -1,138 -10%
OAM
1664
Oak Asset Management
California
$598K -$1.24K -20 -0.2%
AMM
1665
American Money Management
California
$597K -$3.66K -59 -0.6%
IIL
1666
Insight Inv LLC
California
$597K +$34.2K +550 +6%
JHCP
1667
Jackson Hole Capital Partners
Oklahoma
$595K -$869 -14 -0.1%
LA
1668
LM Advisors
California
$595K +$46.6K +750 +8%
RBC
1669
Romano Brothers & Co
Illinois
$592K
AA
1670
Apriem Advisors
California
$592K -$135K -2,175 -18%
CWM
1671
Crowley Wealth Management
Delaware
$591K -$46.6K -751 -7%
BI
1672
Ballast Inc
Kentucky
$591K
IIC
1673
Integrated Investment Consultants
Michigan
$588K +$626K +10,081 New
CW
1674
Code Waechter
Florida
$588K +$109K +1,760 +21%
ITIM
1675
Indiana Trust & Investment Management
Indiana
$587K -$6.83K -110 -1%

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.