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iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $75.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 967 increasing their positions, 996 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $6.8M

65% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $70.9B → $75.7B (+$4.72B)

1% more funds holding

Funds holding: 2,4202,436 (+16)

0.47% more ownership

Funds ownership: 79.07%79.54% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 996

2% less funds holding in top 10

Funds holding in top 10: 367361 (-6)

Holders
2,436
Holders Change
+16
Holders Change %
+0.66%
% of All Funds
32.07%
Holding in Top 10
361
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.63%
% of All Funds
4.75%
New
145
Increased
967
Reduced
996
Closed
88
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
2226
Fiduciary Family Office
Florida
$203K -$53.7K -915 -22%
SP
2227
Stablepoint Partners
Massachusetts
$203K +$192K +3,274 New
FS
2228
Financial Symmetry
North Carolina
$203K -$78K -1,328 -29%
OWM
2229
OneAscent Wealth Management
Alabama
$203K -$70K -1,193 -27%
STCOSD
2230
Sageworth Trust Company of South Dakota
South Dakota
$203K +$192K +3,273 New
MWM
2231
Manske Wealth Management
Texas
$202K +$191K +3,260 New
VAMG
2232
Voisard Asset Management Group
Michigan
$202K +$191K +3,255 New
C1AG
2233
Client 1st Advisory Group
Florida
$201K +$190K +3,238 New
MWA
2234
Monograph Wealth Advisors
California
$200K +$190K +3,231 New
ALWM
2235
Andrews Lucia Wealth Management
California
$200K
SWM
2236
Sterling Wealth Management
Illinois
$200K +$189K +3,226 New
CCP
2237
Clarity Capital Partners
California
$200K -$141K -2,400 -43%
CMI
2238
Clare Market Investments
Texas
$200K +$189K +3,225 New
WCAMG
2239
Woodard & Company Asset Management Group
North Carolina
$198K
SO
2240
Sierra Ocean
California
$190K
Schroder Investment Management Group
2241
Schroder Investment Management Group
United Kingdom
$189K
SN
2242
Sittner & Nelson
Oregon
$187K
OL
2243
one8zero8 LLC
North Carolina
$185K
LC
2244
Lavaca Capital
Texas
$185K
AGWCA
2245
Annis Gardner Whiting Capital Advisors
Florida
$184K
GA
2246
GoalVest Advisory
New York
$175K -$19.7K -336 -11%
NEWAS
2247
N.E.W. Advisory Services
Wisconsin
$171K -$30.5K -520 -16%
WWMSC
2248
Wagner Wealth Management (South Carolina)
South Carolina
$171K
PSB
2249
Piscataqua Savings Bank
New Hampshire
$169K -$21.7K -370 -12%
EAM
2250
Eukles Asset Management
Ohio
$167K +$1.7K +29 +1%

IJH Hedge Fund Activity: Q2 2025 in Review

2,436 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2025, worth a combined $75.7B — up 6.6% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 88 closed out — a net gain of 57 holders — while 967 added to existing stakes and 996 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $750M.

  • 2,436 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2025, up from 2,420 in Q1 2025.
  • Funds reported $75.7B of iShares Core S&P Mid-Cap ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2025 and 88 closed out, a net change of +57 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2025 was Goldman Sachs, an estimated $523M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $750M sold.

Based on aggregated 13F filings for Q2 2025.