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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
AIC
1901
Archer Investment Corporation
Indiana
$368K +$62 +1 +0%
JPMIA
1902
J.P. Marvel Investment Advisors
Massachusetts
$367K
SIG
1903
Stonegate Investment Group
Alabama
$366K +$113K +1,814 +41%
LMKC
1904
L.M. Kohn & Company
Ohio
$365K -$8.13K -131 -2%
AA
1905
Ashford Advisors
New York
$365K
W
1906
WPWealth
Texas
$364K
PWP
1907
Phillips Wealth Planners
Mississippi
$364K +$19.1K +308 +5%
RFG
1908
Range Financial Group
Oregon
$364K +$6.27K +101 +2%
MCM
1909
Morton Capital Management
California
$364K +$6.64K +107 +2%
ACI
1910
Alpha Cubed Investments
California
$363K +$15.8K +255 +4%
SFP
1911
Sandbox Financial Partners
Maryland
$362K -$8.37M -134,733 -96%
TFA
1912
Teamwork Financial Advisors
Texas
$361K -$539K -8,682 -58%
PIA
1913
Pollock Investment Advisors
Michigan
$360K
FGG
1914
Financial Guidance Group
Florida
$360K +$15.5K +250 +4%
FA
1915
Fountainhead AM
New Jersey
$360K +$30.6K +492 +9%
FB
1916
First Bancorp
Maine
$360K
LWMI
1917
Legacy Wealth Management (Idaho)
Idaho
$359K +$382K +6,152 New
NAS
1918
NWF Advisory Services
California
$359K -$138K -2,230 -27%
RRCM
1919
Rappaport Reiches Capital Management
Illinois
$358K -$31.7K -510 -8%
EF
1920
Envision Financial
Wisconsin
$357K -$122K -1,965 -24%
AL
1921
ADE LLC
Maryland
$356K +$62 +1 +0%
MHWM
1922
Montz Harcus Wealth Management
Louisiana
$355K +$932 +15 +0.2%
RCP
1923
Rothschild Capital Partners
New York
$355K -$39.4K -635 -9%
ESBC
1924
E.S. Barr & Co
Kentucky
$355K
CWM
1925
Collaborative Wealth Management
Florida
$354K -$96.7K -1,557 -20%

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.