We are live on ! Find out more
IJH icon

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
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$36.7M +$644K +10,372 +2%
SWA
202
Sax Wealth Advisors
New Jersey
$36.5M +$327K +5,267 +0.8%
Lazard Asset Management
203
Lazard Asset Management
New York
$36.2M -$485K -7,812 -1%
OC
204
Oppenheimer & Co
New York
$36M +$4M +64,413 +12%
LBC
205
Lowe Brockenbrough & Co
Virginia
$35.9M -$785K -12,644 -2%
ETS
206
ESL Trust Services
New York
$35.8M +$89.7K +1,445 +0.2%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$35.6M +$965K +15,541 +3%
JIC
208
Johnson Investment Counsel
Ohio
$35.4M -$334K -5,374 -0.9%
VFA
209
Voya Financial Advisors
Connecticut
$35.1M -$3.47M -55,800 -8%
CIM
210
CIM Investment Management
Pennsylvania
$35M +$18.1M +291,420 +101%
WHG
211
Westwood Holdings Group
Texas
$34.5M +$8.49M +136,743 +30%
AF
212
Allworth Financial
California
$34.2M +$4.75M +76,543 +15%
BFA
213
Beaumont Financial Advisors
Massachusetts
$33.9M +$336K +5,416 +0.9%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$33.7M +$2.4M +38,659 +7%
FNBT
215
FineMark National Bank & Trust
Florida
$33.5M -$2.42M -38,981 -6%
IWC
216
Integrated Wealth Concepts
Massachusetts
$33.4M -$29.1M -469,127 -45%
CWA
217
CJM Wealth Advisers
Virginia
$33.1M +$455K +7,320 +1%
RIG
218
RiverFront Investment Group
Virginia
$32.9M +$7.34M +118,122 +27%
Citigroup
219
Citigroup
New York
$32.6M +$598K +9,632 +2%
NC
220
NewSquare Capital
Pennsylvania
$32.6M +$1.17M +18,837 +3%
DT
221
Diversified Trust
Tennessee
$32.3M +$2.11K +34 +0%
HI
222
Hudock Inc
Pennsylvania
$31.6M +$5.78K +93 +0%
Barclays
223
Barclays
United Kingdom
$30.8M +$32.5M +523,698 +12,883%
GG
224
Greenwood Gearhart
Arkansas
$30.5M +$3.9M +62,788 +14%
CIA
225
Capital Investment Advisors
Georgia
$30.5M +$352K +5,665 +1%

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.