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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
JLBC
1876
J.L. Bainbridge & Co
Florida
$384K -$3.1K -50 -0.8%
OWMIAS
1877
One Wealth Management Investment & Advisory Services
Florida
$384K -$14K -226 -3%
BWM
1878
BCGM Wealth Management
Indiana
$382K -$5.4K -87 -1%
LA
1879
Latitude Advisors
Florida
$382K -$40.7K -656 -9%
DWM
1880
Dopkins Wealth Management
New York
$381K
MFP
1881
Meridian Financial Partners
Virginia
$381K
JPWM
1882
Jamison Private Wealth Management
Georgia
$381K +$17.1K +275 +4%
RCM
1883
Radnor Capital Management
Pennsylvania
$380K +$404K +6,510 New
Susquehanna International Group
1884
Susquehanna International Group
Pennsylvania
$380K +$404K +6,510 New
WIP
1885
WealthCare Investment Partners
Rhode Island
$379K +$16.3K +262 +4%
BIG
1886
Brooklyn Investment Group
New York
$379K +$403K +6,492 New
EFG
1887
Elios Financial Group
Ohio
$377K -$6.58K -106 -2%
TL
1888
Tradewinds LLC
North Carolina
$377K +$186 +3 +0%
MTC
1889
McDaniel Terry & Co
Texas
$376K
SIMG
1890
Sonora Investment Management Group
Arizona
$376K -$2.48K -40 -0.6%
SFG
1891
Sunburst Financial Group
Alabama
$375K -$9.87K -159 -2%
MAWA
1892
Moss Adams Wealth Advisors
Washington
$375K +$114K +1,828 +40%
PAM
1893
Prodigy Asset Management
Nebraska
$375K +$100K +1,611 +33%
BCP
1894
Berkeley Capital Partners
Georgia
$374K
SCM
1895
Sheridan Capital Management
California
$373K +$161K +2,600 +68%
FM
1896
Foster & Motley
Ohio
$373K
MW
1897
Maia Wealth
Colorado
$372K +$81.9K +1,319 +24%
ADL
1898
Asset Dedication LLC
California
$371K +$32.3K +520 +9%
AWM
1899
Abound Wealth Management
Tennessee
$371K +$82.1K +1,322 +26%
MHIC
1900
Marble Harbor Investment Counsel
Massachusetts
$370K

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.