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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
CWA
1701
Canvas Wealth Advisors
Kansas
$556K +$205K +3,295 +48%
TF
1702
TME Financial
California
$554K +$4.1K +66 +0.7%
BC
1703
Burney Company
Virginia
$554K +$68.5K +1,103 +13%
MCCA
1704
Mill Creek Capital Advisors
Pennsylvania
$553K -$82.5K -1,329 -12%
AIP
1705
ARS Investment Partners
New York
$552K
JBA
1706
Johnson Bixby & Associates
Washington
$550K -$12.6K -203 -2%
I
1707
INVST
Indiana
$549K -$17.1M -274,879 -97%
PWP
1708
Private Wealth Partners
California
$548K -$84.9K -1,367 -13%
SF
1709
Safeguard Financial
Wisconsin
$548K +$30.4K +490 +6%
AFG
1710
Albion Financial Group
Utah
$548K +$102K +1,638 +21%
WPP
1711
Whalerock Point Partners
Rhode Island
$548K +$160K +2,575 +38%
BST
1712
Bath Savings Trust
Maine
$548K -$59.3K -955 -9%
CWM
1713
Centurion Wealth Management
Virginia
$545K
MIC
1714
Meridian Investment Counsel
California
$544K
SHIM
1715
Stone House Investment Management
Pennsylvania
$541K +$96.3K +1,551 +20%
LG
1716
LAM Group
Oregon
$540K
BWP
1717
Balboa Wealth Partners
Arizona
$539K +$16.4K +264 +3%
MSFS
1718
Main Street Financial Solutions
Pennsylvania
$538K -$596K -9,604 -51%
ZIG
1719
Zullo Investment Group
Pennsylvania
$538K -$30.5K -491 -5%
GTAM
1720
Global Trust Asset Management
Florida
$537K -$4.97M -80,079 -90%
PWP
1721
Prasad Wealth Partners
Ohio
$537K +$1.55K +25 +0.3%
CCFM
1722
Clear Creek Financial Management
Washington
$537K +$227K +3,663 +66%
RPCA
1723
Running Point Capital Advisors
California
$536K
GF
1724
Goodman Financial
Texas
$535K
APW
1725
Austin Private Wealth
Texas
$534K -$102K -1,643 -15%

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.