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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
CWM
1976
Capital Wealth Management
Rhode Island
$318K +$62 +1 +0%
MEG
1977
Millstone Evans Group
Colorado
$318K +$10.2K +164 +3%
PFM
1978
Potomac Fund Management
Florida
$318K -$67.3K -1,083 -15%
FOR
1979
Family Office Research
Maryland
$318K +$21.6K +348 +7%
YIH
1980
Y-Intercept (HK)
Hong Kong
$317K +$338K +5,441 New
SRWM
1981
Shira Ridge Wealth Management
California
$317K -$11.7K -188 -3%
PIFP
1982
Partners in Financial Planning
Virginia
$317K +$373 +6 +0.1%
SAW
1983
Signal Advisors Wealth
Michigan
$316K +$87.3K +1,405 +35%
DCM
1984
Dimension Capital Management
Florida
$315K
DHC
1985
Drum Hill Capital
Connecticut
$314K
GHAM
1986
Gilman Hill Asset Management
Connecticut
$312K
SWM
1987
Segment Wealth Management
Texas
$312K
SW
1988
SkyOak Wealth
Michigan
$311K -$38.8K -625 -11%
BFG
1989
Berger Financial Group
Minnesota
$309K +$329K +5,296 New
RCM
1990
Requisite Capital Management
Texas
$309K +$1.24K +20 +0.4%
BO
1991
Bank OZK
Arkansas
$308K -$17.9K -288 -5%
WGC
1992
Watts Gwilliam & Co
Arizona
$308K +$46.8K +753 +17%
EA
1993
Ellsworth Advisors
Ohio
$307K +$559 +9 +0.2%
HBT
1994
Hills Bank & Trust
Iowa
$307K +$435 +7 +0.1%
TSW
1995
Thompson Siegel & Walmsley
Virginia
$306K
BOSSRA
1996
B.O.S.S. Retirement Advisors
Utah
$306K +$65.7K +1,058 +25%
BBPWM
1997
Blue Bell Private Wealth Management
Pennsylvania
$304K +$4.47K +72 +1%
CP
1998
Canopy Partners
Ohio
$303K +$32.4K +521 +11%
BHB
1999
Bank Hapoalim BM
Israel
$301K
RFA
2000
Resurgent Financial Advisors
Georgia
$301K +$6.89K +111 +2%

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.