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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
MWM
1776
Melfa Wealth Management
Massachusetts
$480K +$5.03K +81 +1%
KFA
1777
Kelleher Financial Advisors
New York
$480K
SI
1778
Severin Investments
Missouri
$477K -$296K -4,772 -37%
BWMG
1779
Barnes Wealth Management Group
California
$475K +$56.9K +917 +13%
CCM
1780
Collar Capital Management
Wisconsin
$474K
SFP
1781
Strategic Financial Partners
Oregon
$474K
TLFA
1782
True Link Financial Advisors
California
$474K +$504K +8,115 New
APW
1783
Aurora Private Wealth
New Jersey
$473K -$3.42K -55 -0.7%
CWP
1784
CFM Wealth Partners
Texas
$472K +$1.24K +20 +0.2%
CIC
1785
Cutler Investment Counsel
Oregon
$472K -$20.8K -335 -4%
ES
1786
Eagle Strategies
New York
$472K +$145K +2,339 +41%
FLP
1787
Financial Life Planners
Arizona
$471K -$10.5K -169 -2%
GSIS
1788
Global Strategic Investment Solutions
Arizona
$468K -$62 -1 -0%
RFA
1789
Rollins Financial Advisors
New York
$468K -$46.9K -756 -9%
HWM
1790
Hohimer Wealth Management
Washington
$468K +$41.2K +663 +9%
AAM
1791
Augustine Asset Management
Florida
$467K
HFS
1792
Haverford Financial Services
Pennsylvania
$467K
SFO
1793
Stokes Family Office
Louisiana
$466K +$1.8K +29 +0.4%
IWP
1794
IAG Wealth Partners
Wisconsin
$466K
MCA
1795
Martin Capital Advisors
Texas
$465K
BWP
1796
Burling Wealth Partners
Illinois
$465K +$138K +2,224 +39%
EHC
1797
Everett Harris & Co
California
$464K -$51K -821 -9%
LA
1798
LVW Advisors
New York
$464K -$3.79K -61 -0.8%
SEP
1799
Southland Equity Partners
Missouri
$463K -$1.8K -29 -0.4%
AW
1800
Avion Wealth
Texas
$463K

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.