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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
TWM
2026
Tripletail Wealth Management
Florida
$295K +$278K +4,730 New
MSCM
2027
McElhenny Sheffield Capital Management
Texas
$295K -$185K -3,153 -40%
CRI
2028
Commonwealth Retirement Investments
Virginia
$295K
RFA
2029
Resurgent Financial Advisors
Georgia
$295K -$23.4K -398 -8%
CCMI
2030
Creative Capital Management Investments
California
$295K -$41.1K -700 -13%
BF
2031
Brooklyn FI
New York
$294K -$3.87K -66 -1%
ZIG
2032
Zuckerman Investment Group
Illinois
$294K
CFP
2033
Cascade Financial Partners
California
$293K -$157K -2,670 -36%
MWA
2034
Medallion Wealth Advisors
Connecticut
$292K +$704 +12 +0.3%
TA
2035
TrueWealth Advisors
Alabama
$292K -$6.05K -103 -2%
CST
2036
Charles Schwab Trust
Nevada
$292K +$276K +4,704 New
MBFW
2037
Morton Brown Family Wealth
Pennsylvania
$292K
CCC
2038
Compass Capital Corp
Massachusetts
$291K
AWA
2039
Acorn Wealth Advisors
Michigan
$291K +$7.63K +130 +3%
W
2040
WPWealth
Texas
$290K -$91.9K -1,565 -25%
AA
2041
Apriem Advisors
California
$288K -$323K -5,500 -54%
LWMI
2042
Legacy Wealth Management (Idaho)
Idaho
$287K -$89.9K -1,531 -25%
LIS
2043
Legacy Investment Solutions
Idaho
$287K +$271K +4,621 New
GP
2044
Geneva Partners
Wisconsin
$286K -$7.22K -123 -3%
4WM
2045
4J Wealth Management
Virginia
$285K -$22.5K -384 -8%
TFM
2046
Trademark Financial Management
Minnesota
$284K -$4.17K -71 -2%
OIA
2047
Optimum Investment Advisors
Illinois
$284K -$17.6K -300 -6%
CFO
2048
Custos Family Office
Texas
$284K +$9.22K +157 +4%
SL
2049
Sentry LLC
Tennessee
$284K
WFA
2050
WestHill Financial Advisors
California
$284K +$22K +375 +9%

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.