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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
FWM
1676
FSA Wealth Management
Massachusetts
$586K +$2.3K +37 +4%
E3F
1677
Eight 31 Financial
Texas
$586K +$91.5K +1,473 +17%
IWM
1678
Inlight Wealth Management
Georgia
$585K +$623K +10,027 New
SAM
1679
Sawgrass Asset Management
Florida
$582K -$175K -2,825 -22%
PIA
1680
Powell Investment Advisors
Florida
$582K +$121K +1,953 +24%
PAG
1681
Paladin Advisory Group
Iowa
$581K -$32.7K -527 -5%
BTI
1682
Blue Trust Inc
Georgia
$578K +$41.5K +668 +7%
ACP
1683
Aviance Capital Partners
Florida
$577K -$12.4K -200 -2%
CCMG
1684
Clark Capital Management Group
Pennsylvania
$576K -$60.5K -975 -9%
GIA
1685
Guyasuta Investment Advisors
Pennsylvania
$576K +$2.79K +45 +0.5%
EL
1686
EQ LLC
Washington
$575K -$4.66K -75 -0.8%
AWA
1687
Alta Wealth Advisors
Massachusetts
$574K -$869 -14 -0.1%
GWP
1688
Gen-Wealth Partners
Michigan
$574K
SIA
1689
SGL Investment Advisors
Montana
$572K +$116K +1,866 +24%
UAG
1690
United Advisor Group
Ohio
$570K -$8.51K -137 -1%
DDC
1691
DF Dent & Co
Maryland
$569K +$605K +9,750 New
FNB
1692
Farmers National Bank
Kentucky
$569K +$33.5K +539 +6%
MCM
1693
Mitchell Capital Management
Kansas
$567K -$41K -661 -6%
PWMG
1694
Pinnacle Wealth Management Group
Michigan
$564K +$193K +3,102 +47%
BWM
1695
BCS Wealth Management
Tennessee
$563K +$3.42K +55 +0.6%
AIM
1696
Athena Investment Management
California
$563K -$311 -5 -0.1%
CFA
1697
Camarda Financial Advisors
Florida
$560K +$213K +3,425 +55%
Toronto Dominion Bank
1698
Toronto Dominion Bank
Ontario, Canada
$560K +$597K +9,607 New
HGA
1699
Hobbs Group Advisors
South Carolina
$559K -$12.9K -207 -2%
PMFA
1700
Plante Moran Financial Advisors
Michigan
$558K -$205K -3,302 -26%

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.