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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
CF
2251
Collier Financial
Colorado
$132K +$60.8K +979 +77%
BCMLT
2252
Beacon Capital Management LLC (Tennessee)
Tennessee
$132K +$311 +5 +0.2%
KB
2253
Kimelman & Baird
New York
$131K +$140K +2,250 New
SIS
2254
Sound Income Strategies
Florida
$129K +$59.7K +962 +77%
CPG
2255
Cornerstone Planning Group
New Jersey
$128K +$373 +6 +0.3%
TC
2256
Trust Company
Kansas
$128K
HWA
2257
Heritage Wealth Advisors
Virginia
$127K -$88.5K -1,425 -40%
HFS
2258
Hughes Financial Services
Virginia
$127K +$134K +2,157 New
KWM
2259
Kiker Wealth Management
Georgia
$126K +$53K +853 +65%
RFA
2260
Reyes Financial Architecture
California
$126K
KFGG
2261
Keystone Financial Group (Georgia)
Georgia
$125K
WWM
2262
Woodside Wealth Management
Massachusetts
$124K +$132K +2,125 New
WB
2263
Webster Bank
Connecticut
$123K -$14.6K -235 -10%
VWA
2264
Valued Wealth Advisors
Utah
$122K +$497 +8 +0.4%
HHGA
2265
Halbert Hargrove Global Advisors
California
$121K +$52.4K +844 +68%
RMC
2266
Resources Management Corp
Connecticut
$120K
HC
2267
Hara Capital
Washington
$120K -$127K -2,050 -50%
MIM
2268
MTM Investment Management
South Carolina
$119K
SMA
2269
Sage Mountain Advisors
Georgia
$118K
MFA
2270
Morling Financial Advisors
California
$117K
RI
2271
Ridgewood Investments
New Jersey
$117K
CMBA
2272
C.M. Bidwell & Associates
Hawaii
$116K
HC
2273
Hoese & Co
Minnesota
$115K
3IP
2274
3Chopt Investment Partners
Virginia
$114K +$121K +1,947 New
RBC
2275
Roble Belko & Company
Pennsylvania
$112K +$59.2K +954 +98%

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.