We are live on ! Find out more
IJH icon

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
AA
1926
Auxano Advisors
Washington
$353K +$1.06K +17 +0.3%
GFPC
1927
Global Financial Private Client
Florida
$352K
TF
1928
Trek Financial
Arizona
$352K +$22.3K +359 +6%
AWAG
1929
ARS Wealth Advisors Group
Florida
$351K +$10.6K +170 +3%
ICM
1930
IMS Capital Management
Oregon
$351K -$31.1K -500 -8%
LA
1931
LexAurum Advisors
Kansas
$350K -$5.28K -85 -1%
PSA
1932
Plum Street Advisors
Louisiana
$350K
JC
1933
JB Capital
Connecticut
$349K +$7.83K +126 +2%
BAM
1934
BOS Asset Management
Illinois
$349K
AFAS
1935
Acorn Financial Advisory Services
Virginia
$347K -$143K -2,303 -28%
WAL
1936
W Advisors LLC
Tennessee
$346K
FA
1937
Faithward Advisors
Pennsylvania
$346K -$8.38K -135 -2%
CA
1938
Calton & Associates
Florida
$346K +$368K +5,925 New
JC
1939
Jentner Corp
Ohio
$344K
TFM
1940
TFC Financial Management
Massachusetts
$344K +$124 +2 +0%
OPCM
1941
Osborne Partners Capital Management
California
$344K
PCM
1942
Princeton Capital Management
New Jersey
$344K
LWM
1943
Latko Wealth Management
Illinois
$343K -$23.7K -381 -6%
SIM
1944
Synergy Investment Management
Florida
$343K +$4.78K +77 +1%
VCAM
1945
Van Cleef Asset Management
Ohio
$342K -$932 -15 -0.3%
GWSG
1946
GPS Wealth Strategies Group
Colorado
$341K +$4.41K +71 +1%
FF
1947
Fox Financial
Pennsylvania
$341K
MSG
1948
Main Street Group
Virginia
$338K +$10.4K +167 +3%
RFG
1949
REAP Financial Group
Texas
$337K
HFRG
1950
Houlihan Financial Resource Group
Virginia
$336K

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.