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
VCM
2226
Versant Capital Management
Arizona
$158K
PWM
2227
Provident Wealth Management
Tennessee
$156K +$90K +1,450 +119%
FFC
2228
First Financial Corp
Indiana
$156K
EAM
2229
Eukles Asset Management
Ohio
$155K
TLA
2230
Tanglewood Legacy Advisors
Texas
$154K
FGAM
2231
Financial Gravity Asset Management
Texas
$153K +$163K +2,623 New
ECM
2232
Elgethun Capital Management
South Dakota
$153K +$248 +4 +0.2%
Bank Julius Baer & Co
2233
Bank Julius Baer & Co
Switzerland
$150K -$11.8K -190 -7%
ACB
2234
Aristotle Capital Boston
Massachusetts
$146K -$67.7K -1,090 -30%
DCM
2235
Disciplina Capital Management
Tennessee
$146K
SC
2236
Steph & Co
Wisconsin
$144K +$14.7K +236 +11%
PCTC
2237
Perkins Coie Trust Company
Washington
$143K -$30.7K -495 -17%
W
2238
WealthCollab
Washington
$141K
SA
2239
SRH Advisors
Kansas
$141K
AWM
2240
Angeles Wealth Management
California
$140K
BC
2241
Barrett & Company
Rhode Island
$139K
RAM
2242
Ramirez Asset Management
New York
$139K
CTWM
2243
Cherry Tree Wealth Management
Minnesota
$138K
SS
2244
SBI Securities
Japan
$137K -$4.97K -80 -3%
HFS
2245
Hantz Financial Services
Michigan
$137K +$145K +2,342 New
CWM
2246
Copia Wealth Management
Oregon
$136K
RFA
2247
Register Financial Advisors
Georgia
$135K -$90.5K -1,457 -39%
FUBT
2248
First United Bank & Trust
Maryland
$134K -$17.1K -275 -11%
PFA
2249
Pillar Financial Advisors
Kentucky
$133K
MWA
2250
Moser Wealth Advisors
Washington
$132K +$61.7K +994 +78%

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.