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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
AIP
1951
Almanack Investment Partners
Pennsylvania
$350K +$331K +5,636 New
ACI
1952
Alpha Cubed Investments
California
$349K -$35K -596 -10%
CWM
1953
Cherrydale Wealth Management
New Jersey
$348K -$4.17K -71 -1%
GCA
1954
Gradient Capital Advisors
California
$348K
MWM
1955
McNaughton Wealth Management
California
$347K
NW
1956
Naviter Wealth
Arkansas
$347K +$25.8K +440 +9%
SCA
1957
STALEY CAPITAL ADVISERS
Pennsylvania
$345K +$5.58K +95 +2%
MAS
1958
Meeder Advisory Services
Ohio
$344K +$326K +5,553 New
VPF
1959
Vantage Point Financial
Illinois
$344K -$6.75K -115 -2%
ACM
1960
Advance Capital Management
Michigan
$342K +$38.7K +660 +14%
MAA
1961
Matrix Asset Advisors
New York
$342K +$324K +5,511 New
SBLIC
1962
Security Benefit Life Insurance Company
Kansas
$341K
BTW
1963
Boston Trust Walden
Massachusetts
$340K -$8.51K -145 -3%
PFM
1964
Potomac Fund Management
Florida
$339K -$30.8K -525 -9%
CWM
1965
Capital Wealth Management
Rhode Island
$338K +$117 +2 +0%
LWM
1966
Level Wealth Management
North Carolina
$338K +$320K +5,448 New
RBFC
1967
Roman Butler Fullerton & Co
Missouri
$338K +$411 +7 +0.1%
AO
1968
Advisor OS
Illinois
$337K +$31.8K +541 +11%
SRWM
1969
Shira Ridge Wealth Management
California
$337K
PIFP
1970
Partners in Financial Planning
Virginia
$337K +$411 +7 +0.1%
AT
1971
Avalon Trust
New Mexico
$336K +$221K +3,759 +227%
DCM
1972
Dimension Capital Management
Florida
$335K
DHC
1973
Drum Hill Capital
Connecticut
$333K
GHAM
1974
Gilman Hill Asset Management
Connecticut
$332K
IAP
1975
Indie Asset Partners
Indiana
$331K +$46K +784 +17%

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.