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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
BDF
1826
Black Diamond Financial
Maryland
$448K +$38.5K +655 +10%
CFGW
1827
Chancellor Financial Group WB
Pennsylvania
$448K -$2.06K -35 -0.5%
MSWM
1828
Mowery & Schoenfeld Wealth Management
Illinois
$447K -$70.3K -1,197 -14%
GSF
1829
Grove Street Fiduciary
New Hampshire
$447K +$763 +13 +0.2%
PTP
1830
Platform Technology Partners
New York
$445K +$422K +7,182 New
DP
1831
DDD Partners
Washington
$443K +$117 +2 +0%
MPCL
1832
My Personal CFO LLC
Washington
$443K
VIPI
1833
Vista Investment Partners II
Indiana
$442K -$102K -1,732 -20%
HT
1834
Heritage Trust
Oklahoma
$442K
NLWP
1835
Next Level Wealth Planning
Idaho
$442K -$212K -3,617 -34%
ACM
1836
Ardent Capital Management
Ohio
$442K
AWM
1837
Aries Wealth Management
Maine
$439K
CP
1838
Capital Planning
Washington
$438K
CA
1839
CapWealth Advisors
Tennessee
$438K
AW
1840
Avion Wealth
Texas
$437K -$22.1K -376 -5%
GWM
1841
Greenhouse Wealth Management
Connecticut
$436K +$1.17K +20 +0.3%
FMI
1842
F/M Investments
District of Columbia
$436K -$288K -4,910 -41%
JPWM
1843
Jamison Private Wealth Management
Georgia
$435K +$28.9K +493 +8%
JSL
1844
JT Stratford LLC
Georgia
$435K +$10.9K +185 +3%
JSAM
1845
J. Safra Asset Management
New York
$435K +$411K +7,006 New
MAC
1846
Mason & Associates (California)
California
$433K
BA
1847
Bridgewater Advisors
New York
$433K +$164K +2,786 +70%
TWM
1848
Tradition Wealth Management
Minnesota
$432K -$19.7K -336 -5%
BIG
1849
Brookwood Investment Group
Arizona
$432K -$307K -5,235 -43%
PWP
1850
Phillips Wealth Planners
Mississippi
$432K +$6.22K +106 +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.