We are live on ! Find out more
IJH icon

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
PMIM
2401
Prudent Man Investment Management
Colorado
$7.17K
C
2402
Covestor
United Kingdom
$7K -$621 -10 -8%
GPFA
2403
Game Plan Financial Advisors
Ohio
$5.25K
HWP
2404
Highline Wealth Partners
California
$4.45K
TVWM
2405
Tower View Wealth Management
Wisconsin
$4.31K
NWM
2406
Navigoe Wealth Management
California
$4K
HR
2407
Howe & Rusling
New York
$3.85K -$6.64K -107 -62%
FFL
2408
Financial Freedom LLC
Ohio
$3.38K
CSWG
2409
Cardinal Strategic Wealth Guidance
Kentucky
$3.33K
AFS
2410
Anderson Financial Strategies
Ohio
$2.92K +$1.55K +25 +100%
PWM
2411
Parkworth Wealth Management
California
$2.39K
HIMS
2412
Hager Investment Management Services
New Hampshire
$2.04K
RCM
2413
Ravenstone Capital Management
$1.75K +$1.86K +30 New
WA
2414
WPG Advisers
Maryland
$1.46K
BGWM
2415
Bridge Generations Wealth Management
Florida
$1.17K
Amundi
2416
Amundi
France
$1.11K
GC
2417
Gould Capital
Washington
$934
EWA
2418
EQ Wealth Advisors
Texas
$934 +$994 +16 New
WOC
2419
West Oak Capital
California
$671
MAM
2420
Morse Asset Management
Connecticut
$584
LC
2421
Luminist Capital
Michigan
$293
TRCT
2422
Tower Research Capital (TRC)
New York
$117 +$124 +2 New
KGP
2423
Keystone Global Partners
Colorado
$116 +$124 +2 New
CYG
2424
Clean Yield Group
Vermont
$1
Balyasny Asset Management
2425
Balyasny Asset Management
Illinois
-$227M -3,642,109 Closed

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.