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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
SIA
2201
Schechter Investment Advisors
Michigan
$201K +$12.9K +208 +6%
ALWM
2202
Andrews Lucia Wealth Management
California
$201K
PSIWM
2203
Paradigm Strategies in Wealth Management
Minnesota
$201K +$497 +8 +0.2%
BF
2204
Brogan Financial
Tennessee
$201K +$621 +10 +0.3%
FFA
2205
Frazier Financial Advisors
Ohio
$201K +$18.9K +304 +10%
UWP
2206
Uniting Wealth Partners
Kansas
$200K
WPA
2207
Wealth Preservation Advisors
Tennessee
$195K +$208K +3,347 New
NEWAS
2208
N.E.W. Advisory Services
Wisconsin
$191K +$203K +3,275 New
WCAMG
2209
Woodard & Company Asset Management Group
North Carolina
$186K -$1.61K -26 -0.8%
GA
2210
GoalVest Advisory
New York
$184K
PSB
2211
Piscataqua Savings Bank
New Hampshire
$181K
CWM
2212
Compass Wealth Management
Connecticut
$180K
SO
2213
Sierra Ocean
California
$178K
Schroder Investment Management Group
2214
Schroder Investment Management Group
United Kingdom
$178K -$70.5K -1,136 -27%
SN
2215
Sittner & Nelson
Oregon
$176K +$58.4K +941 +45%
CCM
2216
Cloud Capital Management
Washington
$176K +$188K +3,023 New
MHR
2217
Matthew Hamilton Rosenberg
$176K +$621 +10 +0.3%
OL
2218
one8zero8 LLC
North Carolina
$174K
LC
2219
Lavaca Capital
Texas
$174K -$600K -9,659 -76%
AGWCA
2220
Annis Gardner Whiting Capital Advisors
Florida
$173K
CW
2221
Curio Wealth
Maryland
$169K -$168K -2,704 -100%
BFP
2222
Briaud Financial Planning
Texas
$162K +$173K +2,785 New
AF
2223
Abound Financial
California
$161K +$171K +2,760 New
WWMSC
2224
Wagner Wealth Management (South Carolina)
South Carolina
$161K +$62 +1 +0%
SIC
2225
SJS Investment Consulting
Ohio
$158K +$39.1K +630 +30%

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.