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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
OPWM
1751
Oxinas Partners Wealth Management
Indiana
$507K
FA
1752
Fermata Advisors
California
$506K +$142K +2,288 +36%
First Trust Advisors
1753
First Trust Advisors
Illinois
$505K +$118K +1,906 +28%
YWM
1754
Yukon Wealth Management
Kansas
$505K +$538K +8,661 New
HWM
1755
Hemington Wealth Management
Virginia
$505K -$21K -338 -4%
RC
1756
Roundview Capital
New Jersey
$504K +$95K +1,530 +22%
TPW
1757
Transatlantique Private Wealth
New York
$503K
FF
1758
Financial Futures
New Jersey
$501K +$7.02K +113 +1%
CSB
1759
City State Bank
Iowa
$501K +$11.2K +180 +2%
BSHC
1760
Breed's Hill Capital
Massachusetts
$499K
NAMP
1761
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$497K
PP
1762
Pacifica Partners
Canada
$497K +$14.3K +231 +3%
X
1763
Xponance
Pennsylvania
$494K +$139K +2,232 +36%
HFAS
1764
Hummer Financial Advisory Services
Illinois
$494K +$15.5K +250 +3%
SRC
1765
Sage Rhino Capital
California
$490K
MSWM
1766
Mowery & Schoenfeld Wealth Management
Illinois
$490K +$74.3K +1,197 +17%
WHCFA
1767
William Howard & Co Financial Advisors
Tennessee
$488K -$42.3K -681 -8%
FSA
1768
Fort Sheridan Advisors
Illinois
$487K +$12.1K +195 +2%
SMA
1769
Seven Mile Advisory
New Jersey
$486K -$2.92K -47 -0.6%
TPWA
1770
Twin Peaks Wealth Advisors
California
$485K -$929K -14,956 -63%
RWA
1771
Redhawk Wealth Advisors
Minnesota
$484K -$37.6K -605 -7%
ISFAN
1772
Investor's Fiduciary Advisor Network
Washington
$482K -$33.6K -541 -6%
IDA
1773
Intelligence Driven Advisers
California
$481K
WEG
1774
World Equity Group
Illinois
$481K -$316K -5,088 -39%
HFA
1775
High Falls Advisors
New York
$481K -$103K -1,655 -17%

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.