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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
SW
1976
SkyOak Wealth
Michigan
$330K
BKA
1977
Brick & Kyle Associates
Pennsylvania
$329K +$1.35M +23,000 New
RCM
1978
Requisite Capital Management
Texas
$328K
RW
1979
RVW Wealth
California
$328K +$11.4K +194 +4%
SWM
1980
Segment Wealth Management
Texas
$327K -$3.82K -65 -1%
FC
1981
Forte Capital
New York
$327K -$14.7K -250 -5%
SIG
1982
Stonegate Investment Group
Alabama
$324K -$61.3K -1,044 -17%
BBPWM
1983
Blue Bell Private Wealth Management
Pennsylvania
$323K
CP
1984
Canopy Partners
Ohio
$323K
HFO
1985
Heritage Family Offices
Arizona
$321K
EA
1986
Ellsworth Advisors
Ohio
$321K -$4.87K -83 -2%
BHB
1987
Bank Hapoalim BM
Israel
$320K
JWM
1988
JGP Wealth Management
Oregon
$320K +$18.6K +317 +7%
MEG
1989
Millstone Evans Group
Colorado
$319K -$17.4K -297 -5%
TSW
1990
Thompson Siegel & Walmsley
Virginia
$319K -$5.46K -93 -2%
VC
1991
Veracity Capital
Georgia
$317K +$13.6K +232 +5%
HWP
1992
Hibernia Wealth Partners
Louisiana
$316K +$299K +5,101 New
WP
1993
WealthPLAN Partners
Nebraska
$314K -$111K -1,898 -27%
PP
1994
Patten & Patten
Tennessee
$314K -$110K -1,880 -27%
PIM
1995
Penobscot Investment Management
Massachusetts
$314K -$103K -1,750 -26%
FWM
1996
Fingerlakes Wealth Management
New York
$314K -$2.06K -35 -0.7%
KWM
1997
KFG Wealth Management
Indiana
$313K -$368K -6,261 -55%
BFF
1998
Byrne Financial Freedom
Massachusetts
$313K +$59 +1 +0%
X
1999
Xponance
Pennsylvania
$312K -$201K -3,430 -41%
TFM
2000
TFC Financial Management
Massachusetts
$312K -$50.4K -858 -15%

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.