We are live on ! Find out more
IJH icon

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
PSFG
2326
Park Square Financial Group
Georgia
$68.5K
CWM
2327
CarsonAllaria Wealth Management
Illinois
$68.4K +$27.6K +470 +74%
BIA
2328
Bell Investment Advisors
California
$67.9K +$64.3K +1,095 New
BCM
2329
Blume Capital Management
California
$66.1K
OAJ
2330
Ogorek Anthony Joseph
New York
$65K -$12.7K -217 -17%
CMP
2331
Coston McIsaac & Partners
Maine
$65K
FWA
2332
Flagship Wealth Advisors
Massachusetts
$63.9K
SWP
2333
Strategic Wealth Partners
Ohio
$63.4K +$60K +1,022 New
GK
2334
Graney & King
New York
$63.3K +$704 +12 +1%
TAM
2335
Tucker Asset Management
Colorado
$62.8K +$4.7K +80 +9%
MWA
2336
Moser Wealth Advisors
Washington
$62K -$74.5K -1,269 -56%
CTC
2337
Cetera Trust Company
Minnesota
$62K
CFS
2338
Compass Financial Services
Iowa
$62K +$176 +3 +0.3%
BHWM
2339
Beaird Harris Wealth Management
Texas
$61.4K +$6.75K +115 +13%
NSG
2340
Nalls Sherbakoff Group
Tennessee
$59.8K +$176 +3 +0.3%
DWS
2341
Dynamic Wealth Strategies
California
$58.9K
BA
2342
Ballast Advisors
Minnesota
$58.3K
ACA
2343
Atlas Capital Advisors
Wyoming
$58K
MSWA
2344
Marshall & Sterling Wealth Advisors
New York
$55.7K
BIM
2345
Breakwater Investment Management
Washington
$55.5K
TIM
2346
Total Investment Management
Arizona
$54.2K +$51.3K +874 New
KFP
2347
Keener Financial Planning
Texas
$51K +$5.58K +95 +13%
RF
2348
Roxbury Financial
New Jersey
$49.8K +$1.58K +27 +3%
APW
2349
Aventura Private Wealth
Florida
$49.1K
IF
2350
Integrity Financial
Wyoming
$48.1K

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.