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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
KIM
2376
Kestra Investment Management
Texas
$16.8K -$73K -1,175 -80%
SRCM
2377
Signature Resources Capital Management
California
$16.6K +$2.55K +41 +17%
RCM
2378
Raleigh Capital Management
North Carolina
$15.7K -$20.8K -335 -55%
HC
2379
Hurley Capital
New York
$15.5K
PWS
2380
Peterson Wealth Services
Utah
$15.2K -$438K -7,057 -96%
NC
2381
North Capital
Utah
$14.3K +$15.2K +245 New
KA
2382
Kozak & Associates
Colorado
$14.1K
MAFA
2383
MJT & Associates Financial Advisory
Minnesota
$13.4K +$14.3K +230 New
CJH
2384
Christopher J. Hasenberg
Wisconsin
$13.1K +$8.69K +140 +169%
CSC
2385
Caldwell Sutter Capital
California
$12.8K
PP
2386
PFS Partners
New Jersey
$12.3K
CNBT
2387
Cornerstone National Bank & Trust
Illinois
$11.7K
FMP
2388
Financial Management Professionals
Texas
$11.7K
MCA
2389
Maryland Capital Advisors
Maryland
$11.1K +$3.48K +56 +41%
ZRP
2390
Zynergy Retirement Planning
New Jersey
$10.9K
PPA
2391
Painted Porch Advisors
California
$10.8K
GWM
2392
Grand Wealth Management
Michigan
$10.5K
CVM
2393
Cheviot Value Management
California
$10.4K +$11.1K +178 New
BAM
2394
Byrne Asset Management
New Jersey
$10.2K -$6.21K -100 -36%
LCM
2395
Logan Capital Management
Pennsylvania
$9.63K +$8.69K +140 +560%
CAIM
2396
Catherine Avery Investment Management
Florida
$9.04K
VWM
2397
Vermillion Wealth Management
Minnesota
$8.91K +$62 +1 +0.7%
GG
2398
Gleason Group
Kentucky
$8.85K +$62 +1 +0.7%
CFP
2399
Comprehensive Financial Planning
Pennsylvania
$8.75K
NWM
2400
Nova Wealth Management
Florida
$8.58K +$3.29K +53 +56%

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.