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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
MSS
2076
Mitchell Sinkler & Starr
Pennsylvania
$256K
MS
2077
Madden Securities
Texas
$255K
HDIM
2078
Hanson & Doremus Investment Management
Vermont
$255K
RLIM
2079
Red Lighthouse Investment Management
New York
$255K
DWM
2080
DecisionMap Wealth Management
Virginia
$254K -$5.28K -85 -2%
IHWM
2081
Iron Horse Wealth Management
Iowa
$253K -$7.64K -123 -3%
CLP
2082
Charis Legacy Partners
Texas
$251K
LWM
2083
LJI Wealth Management
Indiana
$251K -$47.3K -762 -15%
FRA
2084
Frank Rimerman Advisors
California
$251K
APW
2085
Axim Planning & Wealth
Ohio
$250K +$266K +4,288 New
PPW
2086
Presilium Private Wealth
Pennsylvania
$249K +$26K +418 +11%
ARA
2087
Alexander Randolph Advisory
Virginia
$248K -$39.1K -629 -13%
FAM
2088
Flaharty Asset Management
Florida
$248K +$17.7K +285 +7%
HWP
2089
Heritage Wealth Partners
Ohio
$248K -$5.4K -87 -2%
CCG
2090
Coastwise Capital Group
California
$247K +$263K +4,235 New
AFA
2091
Alpha Financial Advisors
North Carolina
$246K -$3.17K -51 -1%
CB
2092
Chris Bulman
California
$246K
WFA
2093
WestHill Financial Advisors
California
$245K +$186 +3 +0.1%
SAM
2094
Strategy Asset Managers
California
$245K -$64.2K -1,033 -20%
FFO
2095
Fiduciary Family Office
Florida
$244K -$22.2M -358,086 -99%
PMSA
2096
Patrick M. Sweeney & Associates
Illinois
$244K
NCFG
2097
New Century Financial Group
New Jersey
$244K -$686K -11,042 -73%
AOWM
2098
Alpha Omega Wealth Management
Virginia
$244K +$22K +354 +9%
PF
2099
Penney Financial
Texas
$244K
PWM
2100
Praetorian Wealth Management
California
$242K

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.