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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
CA
1801
Carson Advisory
Georgia
$477K +$22.8K +388 +5%
WMA
1802
Wealth Management Associates
New Jersey
$475K
PWM
1803
Paulson Wealth Management
Illinois
$472K
SAM
1804
Sawgrass Asset Management
Florida
$472K -$139K -2,367 -24%
QP
1805
Quartz Partners
New York
$471K +$185K +3,145 +71%
LWCFA
1806
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$469K -$28.8K -490 -6%
APW
1807
Austin Private Wealth
Texas
$467K -$94.8K -1,615 -18%
FA
1808
Fermata Advisors
California
$467K -$67.2K -1,144 -13%
PB
1809
Prime Buchholz
New Hampshire
$467K +$1.35K +23 +0.3%
AG
1810
AmeriFlex Group
Nevada
$466K -$1.23K -21 -0.3%
EFG
1811
Elios Financial Group
Ohio
$461K +$57.3K +976 +15%
HBW
1812
Hazlett, Burt & Watson
West Virginia
$459K -$22.6K -385 -5%
WCM
1813
Wealthcare Capital Management
Virginia
$458K -$5.93K -101 -1%
GWM
1814
Gibbs Wealth Management
Georgia
$457K +$152K +2,583 +54%
SSWM
1815
Smith Salley Wealth Management
North Carolina
$457K
WAM
1816
WNY Asset Management
New York
$457K -$2.99K -51 -0.7%
SEM
1817
Strategic Equity Management
Arizona
$456K -$6.59M -112,204 -94%
BTI
1818
Blue Trust Inc
Georgia
$456K -$150K -2,549 -26%
LOPW
1819
Live Oak Private Wealth
North Carolina
$456K -$294 -5 -0.1%
VCM
1820
Vivaldi Capital Management
Illinois
$455K +$33.2K +566 +8%
RDWM
1821
Red Door Wealth Management
Tennessee
$453K -$187K -3,194 -30%
WIP
1822
WealthCare Investment Partners
Rhode Island
$453K +$1.29K +22 +0.3%
MIAS
1823
Mason Investment Advisory Services
Virginia
$452K +$1.17K +20 +0.3%
PAM
1824
Peak Asset Management
Colorado
$451K
IWP
1825
IAG Wealth Partners
Wisconsin
$451K -$42.3K -721 -9%

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.