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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
WIM
2301
Westside Investment Management
California
$77.5K -$6.21K -100 -7%
WAOTB
2302
Wealth Advisors of Tampa Bay
Florida
$76.2K +$81.1K +1,306 New
FCMT
2303
Founders Capital Management (Texas)
Texas
$74.6K +$62 +1 +0.1%
OAJ
2304
Ogorek Anthony Joseph
New York
$74K +$1.06K +17 +1%
ATC
2305
Advantage Trust Company
Kansas
$73.2K -$10.1K -163 -11%
PBK
2306
Peoples Bank (Kansas)
Kansas
$70K +$74.5K +1,200 New
GCM
2307
Gables Capital Management
Florida
$69.7K
PP
2308
PrairieView Partners
Minnesota
$65K -$17.1K -275 -20%
PSFG
2309
Park Square Financial Group
Georgia
$64.5K -$312K -5,020 -82%
KC
2310
Knuff & Co
California
$63.8K -$932 -15 -1%
BCM
2311
Blume Capital Management
California
$62.1K
CMP
2312
Coston McIsaac & Partners
Maine
$61K
FWA
2313
Flagship Wealth Advisors
Massachusetts
$60.1K
GK
2314
Graney & King
New York
$58.8K +$27.4K +441 +78%
CTC
2315
Cetera Trust Company
Minnesota
$58.4K
CFS
2316
Compass Financial Services
Iowa
$58.1K +$61.9K +996 New
NSG
2317
Nalls Sherbakoff Group
Tennessee
$56.1K +$59.7K +962 New
DWS
2318
Dynamic Wealth Strategies
California
$55.4K +$59K +950 New
LI
2319
LRI Investments
Florida
$55.1K +$18.6K +299 +46%
BA
2320
Ballast Advisors
Minnesota
$54.8K
ACA
2321
Atlas Capital Advisors
Wyoming
$54.6K
TAM
2322
Tucker Asset Management
Colorado
$54.4K
MSWA
2323
Marshall & Sterling Wealth Advisors
New York
$52.4K +$9.38K +151 +20%
BIM
2324
Breakwater Investment Management
Washington
$52.2K +$54.6K +880 +5,867%
TC
2325
Truvestments Capital
Florida
$51.9K +$33.4K +538 +153%

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.