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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
DPW
2126
DiNuzzo Private Wealth
Pennsylvania
$231K
SWRP
2127
Summit Wealth & Retirement Planning
California
$231K
AC
2128
Asio Capital
Kentucky
$231K +$246K +3,955 New
ML
2129
McAdam LLC
Pennsylvania
$230K +$245K +3,941 New
FDS
2130
Freedom Day Solutions
Texas
$230K +$11.8K +190 +5%
IIA
2131
Integral Investment Advisors
California
$229K -$25.8K -415 -10%
IFS
2132
Ifrah Financial Services
Arkansas
$228K -$186 -3 -0.1%
JSA
2133
Jim Saulnier & Associates
Colorado
$228K
MPW
2134
Magnolia Private Wealth
Pennsylvania
$228K
HWA
2135
Heartwood Wealth Advisors
Virginia
$227K +$26.8K +431 +12%
FWM
2136
Focused Wealth Management
New York
$227K +$497 +8 +0.2%
BA
2137
Bridgewater Advisors
New York
$226K +$246K +3,958 New
SCA
2138
Stonebridge Capital Advisors
Minnesota
$226K -$14.6K -235 -6%
TBNY
2139
Trustco Bank (New York)
New York
$226K
LSL
2140
Legacy Solutions LLC
Pennsylvania
$226K +$2.48K +40 +1%
MSWMA
2141
Market Street Wealth Management Advisors
Indiana
$226K -$30.4K -489 -11%
CWS
2142
Cypress Wealth Services
California
$226K
SWG
2143
Summit Wealth Group
Vermont
$225K
MCA
2144
Midwest Capital Advisors
Michigan
$225K
DA
2145
Detalus Advisors
Missouri
$224K -$35.8K -576 -13%
LWM
2146
Liberty Wealth Management
California
$224K -$4.91K -79 -2%
FCM
2147
Fortis Capital Management
Washington
$224K +$1.99K +32 +0.8%
PFA
2148
Pathway Financial Advisors
Vermont
$224K +$238K +3,838 New
NPT
2149
Nixon Peabody Trust
Massachusetts
$224K -$21K -338 -8%
WFA
2150
Wade Financial Advisory
California
$224K

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.