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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
BW
1851
BIP Wealth
Georgia
$407K -$51.5K -829 -11%
WP
1852
WealthPLAN Partners
Nebraska
$407K +$109K +1,760 +34%
PP
1853
Patten & Patten
Tennessee
$406K -$20.5K -330 -5%
HIP
1854
HUB Investment Partners
Texas
$404K +$74.4K +1,198 +21%
DFG
1855
Dynamic Financial Group
Iowa
$404K +$20.3K +327 +5%
PWP
1856
Perfromance Wealth Partners
Illinois
$401K -$28.9K -466 -6%
EDRH
1857
Edmond de Rothschild Holding
Switzerland
$400K -$229K -3,695 -35%
TT
1858
TI-Trust
Illinois
$400K -$4.22K -68 -1%
CPA
1859
Clear Point Advisors
New York
$399K -$52K -837 -11%
JSL
1860
JT Stratford LLC
Georgia
$398K -$5.78K -93 -1%
KWM
1861
Keebeck Wealth Management
Illinois
$398K
DWM
1862
Defined Wealth Management
Oregon
$398K -$1.86K -30 -0.4%
RA
1863
Rise Advisors
New York
$398K -$139K -2,241 -25%
PIM
1864
Penobscot Investment Management
Massachusetts
$398K +$87.9K +1,415 +26%
MPW
1865
MGO Private Wealth
California
$396K
VCM
1866
Vivaldi Capital Management
Illinois
$396K +$33.2K +534 +9%
MCM
1867
Mainstream Capital Management
California
$394K -$18K -290 -4%
OIS
1868
Okabena Investment Services
Minnesota
$394K
VAF
1869
Values Added Financial
District of Columbia
$393K -$41.3K -665 -9%
CFAM
1870
Center For Asset Management
Florida
$393K
MAM
1871
Mystic Asset Management
Rhode Island
$392K +$37.3K +600 +10%
KPP
1872
Kings Path Partners
Texas
$391K
AWM
1873
Accredited Wealth Management
Kentucky
$387K +$77.3K +1,244 +23%
PAA
1874
Peregrine Asset Advisers
Oregon
$387K -$4.97K -80 -1%
BDF
1875
Black Diamond Financial
Maryland
$384K +$559 +9 +0.1%

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.