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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
AWMM
2051
Aegis Wealth Management (Maryland)
Maryland
$283K
GIP
2052
Granite Investment Partners
California
$283K
LWM
2053
LJI Wealth Management
Indiana
$282K +$14.6K +249 +6%
SWM
2054
Seed Wealth Management
Illinois
$282K
SP
2055
Sequent Planning
Nebraska
$282K +$29K +494 +12%
OWP
2056
Obermeyer Wealth Partners
Colorado
$281K +$1.06K +18 +0.4%
BMC
2057
Beaton Management Company
Massachusetts
$281K
AP
2058
Atwood & Palmer
Missouri
$281K
AI
2059
Auour Investments
Massachusetts
$281K -$40.5K -690 -13%
NJIM
2060
Nabity-Jensen Investment Management
Nebraska
$281K
IBOK
2061
Independence Bank of Kentucky
Kentucky
$281K -$1.58K -27 -0.6%
VC
2062
Vestor Capital
Illinois
$280K -$4.22M -71,838 -98%
FFG
2063
Foundry Financial Group
New Hampshire
$279K -$2.09M -35,572 -89%
Qube Research & Technologies (QRT)
2064
Qube Research & Technologies (QRT)
United Kingdom
$279K +$264K +4,496 New
WMA
2065
West Michigan Advisors
Michigan
$278K -$5.22K -89 -2%
LMKC
2066
L.M. Kohn & Company
Ohio
$277K -$105K -1,782 -29%
BFA
2067
Beacon Financial Advisory
Ohio
$277K -$270K -4,599 -51%
RA
2068
Rise Advisors
New York
$277K -$138K -2,355 -35%
AWM
2069
Affinity Wealth Management
Delaware
$276K
WF
2070
WinCap Financial
Massachusetts
$275K +$260K +4,428 New
CWP
2071
Concord Wealth Partners
Virginia
$274K +$352 +6 +0.1%
CAMV
2072
Concord Asset Management (Virginia)
Virginia
$274K +$260K +4,421 New
TFA
2073
Teamwork Financial Advisors
Texas
$274K -$104K -1,764 -29%
VCM
2074
Versant Capital Management
Arizona
$274K +$100K +1,710 +63%
DJSG
2075
D.J. St. Germain
Massachusetts
$272K -$8.63K -147 -3%

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.