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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
MCM
2101
Mengis Capital Management
Oregon
$242K +$435 +7 +0.2%
APA
2102
Astoria Portfolio Advisors
New York
$242K +$270K +4,345 New
PCM
2103
Park Capital Management
Wisconsin
$242K +$257K +4,140 New
TCM
2104
TABR Capital Management
California
$241K +$745 +12 +0.3%
DWM
2105
Denver Wealth Management
Colorado
$241K +$621 +10 +0.2%
FVWA
2106
Foster Victor Wealth Advisors
South Carolina
$241K -$248 -4 -0.1%
ACP
2107
Aveo Capital Partners
Colorado
$240K -$771K -12,417 -75%
AA
2108
Aufman Associates
Pennsylvania
$239K
LCWP
2109
Legacy Capital Wealth Partners
Arkansas
$239K
BBW
2110
Blue Barn Wealth
Utah
$238K +$559 +9 +0.2%
CCM
2111
Chilton Capital Management
Texas
$237K -$10.9K -176 -4%
FFA
2112
Fi3 Financial Advisors
Indiana
$236K
SP
2113
Sequent Planning
Nebraska
$236K -$7.2K -116 -3%
NCM
2114
Noesis Capital Mangement
Florida
$234K -$45.3K -730 -15%
CRI
2115
Colonial River Investments
Virginia
$234K -$3.1K -50 -1%
SA
2116
Strategic Advisors
New York
$234K -$14.9K -240 -6%
MAM
2117
Mainsail Asset Management
Alabama
$233K
GA
2118
GSG Advisors
New Jersey
$233K +$259K +4,172 New
EFG
2119
Everhart Financial Group
Ohio
$233K +$2.86K +46 +1%
AA
2120
Addison Advisors
Vermont
$233K
TWA
2121
TCI Wealth Advisors
Arizona
$232K +$247K +3,976 New
CI
2122
Ceera Investments
Texas
$232K
MFS
2123
Madrona Financial Services
Washington
$232K -$65.5K -1,054 -21%
NAG
2124
Northstar Advisory Group
New Jersey
$232K -$107K -1,715 -30%
CF
2125
Claris Financial
Virginia
$232K

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.