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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
EA
2351
Evolution Advisers
Virginia
$32K -$745 -12 -2%
EWA
2352
Elevate Wealth Advisory
Georgia
$31.5K
BAM
2353
Bellevue Asset Management
Washington
$29.2K
DWA
2354
Dougherty Wealth Advisers
Minnesota
$29.2K
MWM
2355
MorganRosel Wealth Management
Colorado
$29.2K +$31.1K +500 New
PA
2356
Pineridge Advisors
Missouri
$28.7K +$4.35K +70 +17%
WAG
2357
Wiser Advisor Group
Arizona
$28.4K +$621 +10 +2%
CSPIA
2358
Cary Street Partners Investment Advisory
Virginia
$27.9K -$3.73K -60 -11%
PK
2359
Pflug Koory
Nebraska
$27.7K
DCM
2360
Davis Capital Management
Florida
$27.1K
MFS
2361
Mattson Financial Services
Michigan
$25.5K -$2.42K -39 -8%
MDA
2362
Minot DeBlois Advisors
Massachusetts
$25.4K
DF
2363
DecisionPoint Financial
Arizona
$24.5K
VWWMG
2364
Vermillion & White Wealth Management Group
Pennsylvania
$23.7K
IRC
2365
Investors Research Corp
Georgia
$23.6K
NMG
2366
New Millennium Group
Utah
$23.5K -$3.1K -50 -11%
EPW
2367
Evergreen Private Wealth
Colorado
$22.1K
MIA
2368
MeadowBrook Investment Advisors
Michigan
$21K
SAS
2369
Spurstone Advisory Services
Connecticut
$20.1K +$21.4K +345 New
HIW
2370
Holos Integrated Wealth
Pennsylvania
$19.8K
FNWA
2371
Financial Network Wealth Advisors
Utah
$18.7K +$3.42K +55 +21%
KSB
2372
Kennebec Savings Bank
Maine
$18.6K +$9.25K +149 +88%
FRA
2373
Front Row Advisors
California
$18.5K +$5.4K +87 +38%
CAM
2374
Clarity Asset Management
Iowa
$18.5K
VWA
2375
VSM Wealth Advisory
Maryland
$16.9K

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.