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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
BSA
1951
Bull Street Advisors
Georgia
$335K
EP
1952
Edgestream Partners
New Jersey
$335K +$155K +2,490 +77%
AWM
1953
Aberdeen Wealth Management
Illinois
$334K
MMPW
1954
Mitchell McLeod Pugh & Williams
Alabama
$334K +$356K +5,725 New
BWP
1955
Bernardo Wealth Planning
Pennsylvania
$334K +$62 +1 +0%
SAM
1956
Secure Asset Management
Michigan
$333K +$105K +1,692 +42%
SCM
1957
Schnieders Capital Management
California
$333K -$8.07K -130 -2%
CWM
1958
Cherrydale Wealth Management
New Jersey
$332K -$4.53K -73 -1%
VPF
1959
Vantage Point Financial
Illinois
$330K -$30.6K -492 -8%
SP
1960
Successful Portfolios
Florida
$329K +$5.84K +94 +2%
BTW
1961
Boston Trust Walden
Massachusetts
$329K
CCP
1962
Clarity Capital Partners
California
$328K +$34.4K +554 +11%
FP
1963
Financial Perspectives
Minnesota
$328K +$5.71K +92 +2%
GCA
1964
Gradient Capital Advisors
California
$327K
MWM
1965
McNaughton Wealth Management
California
$327K
MFG
1966
Mission Financial Group
Nevada
$324K +$298K +4,791 New
FC
1967
Forte Capital
New York
$322K +$11.9K +191 +4%
HFO
1968
Heritage Family Offices
Arizona
$322K +$248 +4 +0.1%
SBLIC
1969
Security Benefit Life Insurance Company
Kansas
$321K -$404K -6,500 -54%
WG
1970
Welch Group
Alabama
$321K +$37.5K +604 +12%
SCA
1971
STALEY CAPITAL ADVISERS
Pennsylvania
$319K -$98.4K -1,585 -22%
AIM
1972
Aspen Investment Management
Michigan
$319K +$62.3K +1,004 +22%
LWM
1973
LongView Wealth Management
Georgia
$318K -$26.4K -425 -7%
CCMI
1974
Creative Capital Management Investments
California
$318K +$43.5K +700 +15%
SWM
1975
Selective Wealth Management
Virginia
$318K +$932 +15 +0.3%

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.