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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
AWAG
1926
ARS Wealth Advisors Group
Florida
$369K -$3.87K -66 -1%
WAL
1927
W Advisors LLC
Tennessee
$368K
FGG
1928
Financial Guidance Group
Florida
$367K -$14.7K -250 -4%
LA
1929
LexAurum Advisors
Kansas
$367K -$4.87K -83 -1%
EDRH
1930
Edmond de Rothschild Holding
Switzerland
$367K -$55.6K -948 -14%
FA
1931
Faithward Advisors
Pennsylvania
$366K -$1.17K -20 -0.3%
JC
1932
Jentner Corp
Ohio
$366K
MSG
1933
Main Street Group
Virginia
$366K +$6.22K +106 +2%
OPCM
1934
Osborne Partners Capital Management
California
$365K
PCM
1935
Princeton Capital Management
New Jersey
$365K
MMPW
1936
Mitchell McLeod Pugh & Williams
Alabama
$365K +$9.69K +165 +3%
SIM
1937
Synergy Investment Management
Florida
$365K +$176 +3 +0.1%
VCAM
1938
Van Cleef Asset Management
Ohio
$363K
FF
1939
Fox Financial
Pennsylvania
$362K
BW
1940
BIP Wealth
Georgia
$362K -$66.7K -1,137 -16%
SAW
1941
Signal Advisors Wealth
Michigan
$361K +$23.4K +398 +7%
KWM
1942
Keebeck Wealth Management
Illinois
$360K -$59.9K -1,020 -15%
HFRG
1943
Houlihan Financial Resource Group
Virginia
$360K
BWP
1944
Bernardo Wealth Planning
Pennsylvania
$360K +$4.99K +85 +1%
PFA
1945
Pinnacle Family Advisors
Missouri
$359K -$808K -13,767 -70%
RFG
1946
REAP Financial Group
Texas
$359K
SCM
1947
Schnieders Capital Management
California
$357K +$3.46K +59 +1%
BSA
1948
Bull Street Advisors
Georgia
$356K
AWM
1949
Aberdeen Wealth Management
Illinois
$355K
SP
1950
Successful Portfolios
Florida
$351K +$646 +11 +0.2%

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.