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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
VBWMG
2176
Von Berge Wealth Management Group
California
$210K +$559 +9 +0.2%
CB
2177
CNB Bank
Pennsylvania
$210K
AIA
2178
Accelerate Investment Advisors
California
$210K -$27.6K -444 -11%
AAS
2179
Annex Advisory Services
Wisconsin
$209K +$1.93K +31 +0.9%
ACM
2180
Aspen Capital Management
Idaho
$209K +$222K +3,576 New
EP
2181
EPIQ Partners
Minnesota
$209K
HIC
2182
Holderness Investments Company
North Carolina
$209K
DC
2183
Darrow Company
Massachusetts
$208K -$994 -16 -0.4%
GWA
2184
Gutierrez Wealth Advisory
Arkansas
$208K +$222K +3,570 New
CM
2185
Columbus Macro
Pennsylvania
$208K -$124 -2 -0.1%
CWMS
2186
Cannon Wealth Management Services
North Carolina
$207K +$62 +1 +0%
BAG
2187
Bridgewealth Advisory Group
California
$207K -$5.59K -90 -2%
BBA
2188
Braun-Bostich & Associates
Pennsylvania
$206K
MOACM
2189
Mutual of America Capital Management
New York
$206K +$219K +3,523 New
CWM
2190
Chemistry Wealth Management
New York
$205K
MPM
2191
Meritage Portfolio Management
Kansas
$205K +$2.48K +40 +1%
WA
2192
Wealth Architects
California
$205K +$218K +3,515 New
PG
2193
Prostatis Group
Maryland
$205K -$483K -7,775 -69%
CFA
2194
Capstone Financial Advisors
Illinois
$204K +$559 +9 +0.3%
TCOTS
2195
Trust Company of the South
North Carolina
$204K -$4.9M -78,848 -96%
TCM
2196
TD Capital Management
Tennessee
$204K +$497 +8 +0.2%
WW
2197
Westshore Wealth
California
$203K -$4.84K -78 -2%
FCM
2198
Fogel Capital Management
Florida
$203K
IPW
2199
Inlet Private Wealth
Florida
$202K +$215K +3,465 New
EFG
2200
Ehrlich Financial Group
California
$202K -$11.2K -180 -5%

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.