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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
WFMPM
2051
Woodley Farra Manion Portfolio Management
Indiana
$267K +$60.6K +976 +27%
TCWM
2052
Total Clarity Wealth Management
Illinois
$267K
SL
2053
Sentry LLC
Tennessee
$267K +$75.5K +1,215 +36%
VWA
2054
Visionary Wealth Advisors
Illinois
$267K +$11.7K +188 +4%
WMA
2055
West Michigan Advisors
Michigan
$266K +$3.97K +64 +1%
AWA
2056
Acorn Wealth Advisors
Michigan
$266K +$248 +4 +0.1%
GIP
2057
Granite Investment Partners
California
$266K
IAP
2058
Indie Asset Partners
Indiana
$266K
IBOK
2059
Independence Bank of Kentucky
Kentucky
$265K
SWM
2060
Seed Wealth Management
Illinois
$265K
TW
2061
Transform Wealth
Colorado
$265K -$49.1K -790 -15%
DJSG
2062
D.J. St. Germain
Massachusetts
$265K -$41.4K -666 -13%
AP
2063
Atwood & Palmer
Missouri
$264K
GLA
2064
Great Lakes Advisors
Illinois
$264K -$3.17K -51 -1%
NJIM
2065
Nabity-Jensen Investment Management
Nebraska
$264K
BMC
2066
Beaton Management Company
Massachusetts
$264K
OWP
2067
Obermeyer Wealth Partners
Colorado
$264K +$281K +4,519 New
OWM
2068
OneAscent Wealth Management
Alabama
$261K -$14.9K -240 -5%
SVCP
2069
Silicon Valley Capital Partners
California
$261K -$36.1K -582 -12%
QP
2070
Quartz Partners
New York
$260K
AWM
2071
Affinity Wealth Management
Delaware
$260K
CFO
2072
Custos Family Office
Texas
$258K -$28.8K -464 -9%
PA
2073
Paragon Advisors
Texas
$258K +$275K +4,425 New
AC
2074
ASB Consultores
Florida
$258K
CWP
2075
Concord Wealth Partners
Virginia
$258K -$7.33K -118 -3%

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.