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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
VC
2026
Veracity Capital
Georgia
$284K
LDB
2027
Lee, Danner & Bass
Tennessee
$284K
ACM
2028
Advance Capital Management
Michigan
$283K +$807 +13 +0.3%
AWMM
2029
Aegis Wealth Management (Maryland)
Maryland
$283K +$301K +4,850 New
JWM
2030
JGP Wealth Management
Oregon
$282K +$6.83K +110 +2%
MM
2031
Main Management
California
$282K
LA
2032
LPF Advisors
Florida
$282K +$373 +6 +0.1%
FFM
2033
Forum Financial Management
Illinois
$281K -$49.3K -794 -14%
TA
2034
TrueWealth Advisors
Alabama
$281K +$44K +708 +17%
BF
2035
Brooklyn FI
New York
$280K +$9.94K +160 +3%
GWM
2036
Gibbs Wealth Management
Georgia
$279K -$24K -387 -7%
DFP
2037
Defined Financial Planning
California
$278K +$18.3K +294 +7%
DBIA
2038
Dumont & Blake Investment Advisors
New Jersey
$278K +$62 +1 +0%
CRI
2039
Commonwealth Retirement Investments
Virginia
$277K
GP
2040
Geneva Partners
Wisconsin
$276K +$9.13K +147 +3%
ZIG
2041
Zuckerman Investment Group
Illinois
$276K
PCS
2042
Private Client Services
Kentucky
$276K +$55.1K +888 +23%
MBFW
2043
Morton Brown Family Wealth
Pennsylvania
$274K -$95.1K -1,532 -25%
FNBTCON
2044
First National Bank & Trust Co of Newtown
Pennsylvania
$273K +$1.55K +25 +0.5%
MWA
2045
Medallion Wealth Advisors
Connecticut
$272K +$26.5K +427 +10%
TFM
2046
Trademark Financial Management
Minnesota
$272K -$34.8K -561 -11%
MFWP
2047
Mosaic Family Wealth Partners
Missouri
$270K +$53.4K +860 +23%
FM
2048
Family Management
New York
$270K
FS
2049
Financial Symmetry
North Carolina
$268K +$83K +1,336 +41%
HFS
2050
Heritage Financial Services
Massachusetts
$268K -$85.6K -1,379 -23%

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.