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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
CA
151
Crewe Advisors
Utah
$49.6M +$2.23M +35,924 +4%
MWM
152
Modera Wealth Management
New Jersey
$49.6M -$1.88M -30,343 -3%
WPA
153
West Paces Advisors
Georgia
$49.4M +$982K +15,818 +2%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$48.3M -$1.64M -26,450 -3%
SCM
155
SCS Capital Management
Massachusetts
$47.6M +$50.5M +813,108 +24,640%
PWAM
156
Private Wealth Asset Management
Iowa
$47.5M +$50.6M +814,266 New
CWM
157
Congress Wealth Management
Massachusetts
$46.8M +$1.04M +16,741 +2%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$46.5M +$1.29M +20,785 +3%
JFA
159
JNBA Financial Advisors
Minnesota
$46.4M +$1.44M +23,229 +3%
FBFS
160
First Business Financial Services
Wisconsin
$46.3M +$2.41M +38,779 +5%
PFM
161
Phillips Financial Management
Indiana
$46.1M -$2.76M -44,502 -5%
MW
162
Marcum Wealth
Ohio
$45.9M +$1.57M +25,281 +3%
T
163
TrueFG
Texas
$45.7M +$1.99M +31,982 +4%
MFG
164
Magnus Financial Group
New York
$45.2M +$1.85M +29,782 +4%
MW
165
MBL Wealth
North Carolina
$45.1M +$1.07M +17,193 +2%
AT
166
American Trust
Kentucky
$44.6M +$1.06M +17,065 +2%
AWM
167
Axxcess Wealth Management
California
$44.6M +$474K +7,632 +1%
GBT
168
Grove Bank & Trust
Florida
$44.3M +$344K +5,537 +0.7%
MIA
169
MainStreet Investment Advisors
Illinois
$44.3M -$1.45M -23,328 -3%
RIS
170
Retirement Income Solutions
Michigan
$44M -$7.48M -120,498 -14%
RFA
171
RTD Financial Advisors
Pennsylvania
$43.8M +$1.23M +19,876 +3%
JAG
172
Journey Advisory Group
Kentucky
$43M -$572K -9,213 -1%
QCG
173
Quadrant Capital Group
Ohio
$42.8M -$2.28M -36,665 -5%
W
174
Wealthquest
Ohio
$42.5M +$1.71M +27,543 +4%
BOS
175
Bank of Stockton
California
$42.4M -$1.5M -24,222 -3%

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.