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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
TNA
2151
True North Advisors
Texas
$223K +$238K +3,825 New
RCM
2152
RMR Capital Management
California
$221K
FDCP
2153
Foster Dykema Cabot & Partners
Massachusetts
$219K
SP
2154
Symmetry Partners
Connecticut
$219K -$34.6K -557 -13%
HCM
2155
Hall Capital Management
Rhode Island
$219K
BL
2156
BFSG LLC
California
$219K +$7.89K +127 +4%
DP
2157
Denver PWM
Colorado
$218K +$621 +10 +0.3%
MAM
2158
Marquette Asset Management
Minnesota
$218K -$29.2K -471 -11%
GIM
2159
Gold Investment Management
Alberta, Canada
$217K
MAM
2160
McLean Asset Management
Virginia
$217K +$62 +1 +0%
IWA
2161
Icon Wealth Advisors
Texas
$217K -$267K -4,301 -54%
TWM
2162
Topsail Wealth Management
North Carolina
$217K +$186 +3 +0.1%
MAG
2163
M3 Advisory Group
Massachusetts
$216K +$2.24K +36 +1%
CFG
2164
Clayton Financial Group
Missouri
$216K +$230K +3,699 New
BW
2165
Balance Wealth
Ohio
$215K +$229K +3,680 New
CPSAC
2166
Chas P. Smith & Associates (CPS)
Florida
$214K +$7.27K +117 +3%
ECA
2167
Elevated Capital Advisors
Utah
$213K -$30.9K -497 -12%
CAM
2168
Covenant Asset Management
New Jersey
$212K
FFWA
2169
Forthright Family Wealth Advisory
Texas
$212K
AP
2170
Adero Partners
California
$212K -$44.6K -719 -17%
BIM
2171
Baldwin Investment Management
Pennsylvania
$211K +$225K +3,620 New
APWA
2172
Atlas Private Wealth Advisors
New Jersey
$211K -$17.3K -279 -7%
MGIA
2173
Matthew Goff Investment Advisor
Texas
$211K -$1.18K -19 -0.5%
SW
2174
SMART Wealth
Nebraska
$210K -$19.3K -310 -8%
GC
2175
Garde Capital
Washington
$210K

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.