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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
BHWM
2326
Beaird Harris Wealth Management
Texas
$51.1K +$4.35K +70 +9%
RIA
2327
Realta Investment Advisors
Delaware
$49.9K -$186 -3 -0.3%
VBA
2328
von Borstel & Associates
Oregon
$49K +$52.2K +840 New
RF
2329
Roxbury Financial
New Jersey
$48K +$124 +2 +0.3%
APW
2330
Aventura Private Wealth
Florida
$46.2K +$5.03K +81 +11%
IF
2331
Integrity Financial
Wyoming
$45.2K +$8.38K +135 +21%
CIA
2332
Cape Investment Advisory
Georgia
$43.8K
SWIM
2333
Smallwood Wealth Investment Management
New Jersey
$43.8K +$46.6K +750 New
SWC
2334
Spectrum Wealth Counsel
Indiana
$42.9K
BDPWM
2335
Barnes Dennig Private Wealth Management
Ohio
$42.3K +$45K +725 New
KFP
2336
Keener Financial Planning
Texas
$42K
AF
2337
Atala Financial
California
$41.4K
OW
2338
Olistico Wealth
Oklahoma
$40.6K -$62.7K -1,010 -59%
WBC
2339
West Branch Capital
Massachusetts
$39.5K
FIM
2340
FWL Investment Management
Texas
$38.8K
DAM
2341
Delta Asset Management
Tennessee
$38.8K +$13K +210 +46%
WF
2342
Wayfinding Financial
Washington
$37K +$40.4K +650 New
CWM
2343
CarsonAllaria Wealth Management
Illinois
$36.9K +$5.78K +93 +17%
TWD
2344
True Wealth Design
Ohio
$36.5K
MSFP
2345
Mark Sheptoff Financial Planning
Connecticut
$35.4K +$3.23K +52 +9%
Q1WB
2346
Quest 10 Wealth Builders
Virginia
$33.4K -$40.1K -646 -53%
ACA
2347
American Capital Advisory
Idaho
$32.8K +$34.9K +562 New
SIS
2348
Strategic Investment Solutions
Illinois
$32.4K
SFC
2349
SYM Financial Corp
Indiana
$32.3K
HCP
2350
Hexagon Capital Partners
Arkansas
$32.3K +$1.18K +19 +4%

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.