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
EWP
2276
Elevation Wealth Partners
California
$110K
MFA
2277
McClarren Financial Advisors
Pennsylvania
$109K +$67.1K +1,081 New
YDMI
2278
Y.D. More Investments
Israel
$108K
HIIFS
2279
Harel Insurance Investments & Financial Services
Israel
$103K
TCM
2280
TruNorth Capital Management
Michigan
$103K +$22K +354 +25%
DMIC
2281
Dixon Mitchell Investment Counsel
British Columbia, Canada
$102K
DF
2282
Dunhill Financial
United Kingdom
$102K +$25.8K +415 +31%
T
2283
Transce3nd
Texas
$101K +$8.32K +134 +8%
HH
2284
HWG Holdings
Texas
$100K +$107K +1,717 New
AWM
2285
AllSquare Wealth Management
New York
$99.2K
CICI
2286
Capital Investment Counsel Inc
North Carolina
$99.2K
JFG
2287
JDM Financial Group
Texas
$98.9K
TFA
2288
Toth Financial Advisory
Virginia
$96.7K
AT
2289
Avalon Trust
New Mexico
$96.6K
T
2290
Tidemark
California
$95.7K -$45.7K -736 -31%
WTFG
2291
Wood Tarver Financial Group
Idaho
$95.4K
RIL
2292
Rothschild Investment LLC
Illinois
$91.9K
STB
2293
S&T Bank
Pennsylvania
$91.7K
WAM
2294
WFA Asset Management
Wisconsin
$90.9K +$4.47K +72 +5%
SIM
2295
Studio Investment Management
Illinois
$90K +$29.9K +481 +45%
BTD
2296
BankPlus Trust Department
Mississippi
$89.4K +$66.6K +1,073 +234%
FPB
2297
First PREMIER Bank
South Dakota
$88K +$13.8K +222 +17%
MFG
2298
Mendota Financial Group
Wisconsin
$86.1K -$319K -5,133 -78%
RPA
2299
Redwood Park Advisors
California
$81.7K +$435 +7 +0.5%
LWA
2300
Lowe Wealth Advisors
Maryland
$79.4K

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.