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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
AAS
176
Ameritas Advisory Services
Nebraska
$41.8M -$2.4M -38,693 -5%
TC
177
Trilogy Capital
California
$41.7M +$22.5M +361,650 +102%
SPP
178
Single Point Partners
Massachusetts
$41.2M +$944K +15,209 +2%
PGA
179
Portland Global Advisors
Maine
$41.2M +$1.37M +22,099 +3%
CAAS
180
Capital Asset Advisory Services
Michigan
$40.8M +$803K +12,936 +2%
JWA
181
JFS Wealth Advisors
Pennsylvania
$40.7M -$20.7K -333 -0%
AWM
182
Apollon Wealth Management
South Carolina
$40.2M +$7.88M +126,949 +23%
RCA
183
Resonant Capital Advisors
Wisconsin
$40.2M +$1.46M +23,543 +4%
CTA
184
Chesley Taft & Associates
Illinois
$40.1M +$289K +4,661 +0.7%
HW
185
Hancock Whitney
Mississippi
$40M +$7.28M +117,259 +21%
GL
186
Graypoint LLC
New York
$39.7M +$2.59M +41,738 +7%
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$39.6M +$1.31M +21,132 +3%
EWM
188
Evermay Wealth Management
Virginia
$39.6M -$806K -12,977 -2%
AWS
189
Atria Wealth Solutions
New York
$39.4M -$342K -5,508 -0.8%
IB
190
Intrust Bank
Kansas
$38.8M +$2.71M +43,564 +7%
Fiera Capital (Canada)
191
Fiera Capital (Canada)
Quebec, Canada
$38.8M -$1.8M -29,016 -4%
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$38.7M -$52M -837,999 -56%
BB
193
Bell Bank
North Dakota
$38.6M +$41.1M +662,366 New
FBB
194
Fulton Breakefield Broenniman
Maryland
$38.6M +$2.34M +37,686 +6%
BCWM
195
Bartlett & Co Wealth Management
Ohio
$38.2M +$2.83M +45,640 +7%
NFG
196
Nadler Financial Group
Illinois
$38.2M +$78.9K +1,271 +0.2%
AAS
197
Avantax Advisory Services
Texas
$37.5M +$1.33M +21,346 +3%
FWA
198
FORM Wealth Advisors
Wisconsin
$37.2M +$39.6M +638,284 New
NEPPG
199
New England Professional Planning Group
Rhode Island
$37.1M +$1.2M +19,296 +3%
SFS
200
Summit Financial Strategies
Ohio
$36.9M +$1.5M +24,134 +4%

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.