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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
TCM
2001
TD Capital Management
Tennessee
$312K +$90.1K +1,535 +44%
BFA
2002
Bluestem Financial Advisors
Illinois
$311K
NCM
2003
Nelson Capital Management
California
$310K +$294K +5,005 New
FM
2004
Family Management
New York
$310K +$22.1K +377 +8%
BAM
2005
Bosun Asset Management
Illinois
$310K
APWA
2006
Atlas Private Wealth Advisors
New Jersey
$309K +$80.1K +1,364 +38%
FOR
2007
Family Office Research
Maryland
$308K -$27.6K -470 -9%
BO
2008
Bank OZK
Arkansas
$307K -$19.1K -325 -6%
JJBC
2009
James J. Burns & Company
New York
$307K +$528 +9 +0.2%
HWM
2010
HFR Wealth Management
New York
$306K
JWM
2011
JFG Wealth Management
Colorado
$305K -$294 -5 -0.1%
LWM
2012
LongView Wealth Management
Georgia
$305K -$31.5K -536 -10%
WFAG
2013
Worth Financial Advisory Group
North Carolina
$304K
FMTC
2014
Farmers & Merchants Trust Company
California
$304K
LA
2015
Lifeworks Advisors
Michigan
$303K -$156K -2,651 -35%
RCP
2016
Rothschild Capital Partners
New York
$302K -$71.6K -1,219 -20%
APW
2017
Axim Planning & Wealth
Ohio
$302K +$34K +580 +14%
LDB
2018
Lee, Danner & Bass
Tennessee
$300K -$1.88K -32 -0.7%
MM
2019
Main Management
California
$299K
JWBC
2020
John W. Brooker & Co
California
$299K -$1.36M -23,232 -83%
MSS
2021
Mitchell Sinkler & Starr
Pennsylvania
$298K +$24.9K +425 +10%
DFP
2022
Defined Financial Planning
California
$298K +$1.23K +21 +0.4%
NIM
2023
Northeast Investment Management
Massachusetts
$297K -$14K -238 -5%
DBIA
2024
Dumont & Blake Investment Advisors
New Jersey
$295K
MHR
2025
Matthew Hamilton Rosenberg
$295K +$103K +1,751 +58%

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.