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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
CIA
2351
Cape Investment Advisory
Georgia
$46.5K
SWIM
2352
Smallwood Wealth Investment Management
New Jersey
$46.5K
NFSG
2353
Newbridge Financial Services Group
Florida
$43.1K -$707K -12,049 -95%
OW
2354
Olistico Wealth
Oklahoma
$43.1K
AIM
2355
Access Investment Management
Georgia
$41.9K +$39.6K +675 New
DAM
2356
Delta Asset Management
Tennessee
$41.2K
FIM
2357
FWL Investment Management
Texas
$41.2K
LI
2358
LRI Investments
Florida
$40.4K -$17.1K -292 -31%
VWM
2359
Vermillion Wealth Management
Minnesota
$40.3K +$29.1K +496 +324%
TWD
2360
True Wealth Design
Ohio
$38.8K
PCA
2361
PMV Capital Advisers
Texas
$38.3K +$36.2K +617 New
MSFP
2362
Mark Sheptoff Financial Planning
Connecticut
$37.6K
WAG
2363
Windsor Advisory Group
Ohio
$35.7K +$33.8K +575 New
TC
2364
Truvestments Capital
Florida
$35.5K -$18.7K -318 -36%
EA
2365
Evolution Advisers
Virginia
$35K
ACA
2366
American Capital Advisory
Idaho
$34.9K
EWA
2367
Elevate Wealth Advisory
Georgia
$33.5K
RIA
2368
Realta Investment Advisors
Delaware
$32.7K -$19.3K -328 -38%
ACB
2369
Aristotle Capital Boston
Massachusetts
$31.4K -$117K -2,000 -80%
BAM
2370
Bellevue Asset Management
Washington
$31K
DWA
2371
Dougherty Wealth Advisers
Minnesota
$31K
MWM
2372
MorganRosel Wealth Management
Colorado
$31K
PK
2373
Pflug Koory
Nebraska
$29.5K
MDA
2374
Minot DeBlois Advisors
Massachusetts
$27K
DF
2375
DecisionPoint Financial
Arizona
$26.4K

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.