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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
SSWM
1826
Smith Salley Wealth Management
North Carolina
$430K -$15.5K -250 -3%
NAS
1827
Nicolet Advisory Services
Wisconsin
$429K +$40.1K +646 +9%
LOPW
1828
Live Oak Private Wealth
North Carolina
$429K +$559 +9 +0.1%
CA
1829
Carson Advisory
Georgia
$426K +$66.5K +1,071 +17%
TWM
1830
Tradition Wealth Management
Minnesota
$426K +$16.3K +263 +4%
MIAS
1831
Mason Investment Advisory Services
Virginia
$425K +$1.06K +17 +0.2%
PAM
1832
Peak Asset Management
Colorado
$425K -$29.5K -475 -6%
CFGW
1833
Chancellor Financial Group WB
Pennsylvania
$423K -$248 -4 -0.1%
BWL
1834
Bogart Wealth LLC
Virginia
$423K
NG
1835
Norden Group
Utah
$422K -$17.1K -276 -4%
GSF
1836
Grove Street Fiduciary
New Hampshire
$419K +$143K +2,300 +47%
DP
1837
DDD Partners
Washington
$417K -$3.97K -64 -0.9%
MPCL
1838
My Personal CFO LLC
Washington
$417K
BCM
1839
BTC Capital Management
Iowa
$416K +$108K +1,733 +32%
HT
1840
Heritage Trust
Oklahoma
$416K
ACM
1841
Ardent Capital Management
Ohio
$415K
AWM
1842
Aries Wealth Management
Maine
$413K
CP
1843
Capital Planning
Washington
$412K
CA
1844
CapWealth Advisors
Tennessee
$412K -$9.01K -145 -2%
SC
1845
Saiph Capital
New Jersey
$410K +$437K +7,031 New
GWM
1846
Greenhouse Wealth Management
Connecticut
$409K +$1.18K +19 +0.3%
SAM
1847
Selway Asset Management
$408K
MAC
1848
Mason & Associates (California)
California
$408K -$10.9K -175 -2%
BL
1849
Balentine LLC
Georgia
$407K
OBWG
1850
Onyx Bridge Wealth Group
New York
$407K +$5.78K +93 +1%

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.