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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
PWAM
151
Private Wealth Asset Management
Iowa
$51.3M +$723K +12,316 +2%
RCIM
152
Red Cedar Investment Management
Michigan
$51M +$48.3M +822,862 New
MW
153
MBL Wealth
North Carolina
$50.9M +$2.77M +47,229 +6%
KAS
154
Kestra Advisory Services
Texas
$50.5M -$8.13M -138,412 -15%
T
155
TrueFG
Texas
$49.9M +$1.31M +22,245 +3%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$49.5M +$90.5K +1,542 +0.2%
TD Asset Management
157
TD Asset Management
Ontario, Canada
$49.5M -$3.2M -54,594 -6%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$49.2M -$2.04M -34,814 -4%
MFG
159
Magnus Financial Group
New York
$49.2M +$1.07M +18,265 +2%
FBFS
160
First Business Financial Services
Wisconsin
$49M -$199K -3,383 -0.4%
JFA
161
JNBA Financial Advisors
Minnesota
$48.8M -$423K -7,206 -0.9%
CAAS
162
Capital Asset Advisory Services
Michigan
$48.7M +$5.39M +91,821 +13%
AT
163
American Trust
Kentucky
$48.5M +$1.06M +18,062 +2%
GBT
164
Grove Bank & Trust
Florida
$48.4M +$1.22M +20,846 +3%
PFM
165
Phillips Financial Management
Indiana
$48.4M -$520K -8,857 -1%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$47.8M +$6.84M +116,482 +18%
TC
167
Trilogy Capital
California
$47.4M +$2.92M +49,710 +7%
W
168
Wealthquest
Ohio
$47.3M +$2.05M +34,995 +5%
HW
169
Hancock Whitney
Mississippi
$46.9M +$4.14M +70,459 +10%
AWM
170
Apollon Wealth Management
South Carolina
$45.4M +$2.53M +43,068 +6%
MIA
171
MainStreet Investment Advisors
Illinois
$45M -$2M -34,025 -4%
BOS
172
Bank of Stockton
California
$44.9M -$101K -1,715 -0.2%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$44.4M -$17.1M -291,537 -29%
FWA
174
FORM Wealth Advisors
Wisconsin
$44M +$4.14M +70,608 +11%
PGA
175
Portland Global Advisors
Maine
$43.9M +$90K +1,533 +0.2%

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.