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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.66B +$211M +3,403,689 +3%
Bank of America
2
Bank of America
North Carolina
$4.05B +$104M +1,669,430 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.47B +$460M +7,414,265 +14%
Wells Fargo
4
Wells Fargo
California
$2.93B -$64.4M -1,037,373 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.39B -$301M -4,852,088 -11%
Raymond James Financial
6
Raymond James Financial
Florida
$2.19B +$124M +1,998,826 +6%
Morgan Stanley
7
Morgan Stanley
New York
$2.15B +$57.6M +926,769 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.99B +$351M +5,645,200 +20%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.76B -$545M -8,771,736 -23%
LPL Financial
10
LPL Financial
California
$1.46B -$1.08B -17,458,599 -41%
BlackRock
11
BlackRock
New York
$1.45B +$6.94M +111,751 +0.5%
UBS Group
12
UBS Group
Switzerland
$1.35B -$39.3M -633,452 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.34B -$166M -2,678,176 -10%
Northern Trust
14
Northern Trust
Illinois
$1.34B +$99.5M +1,602,288 +8%
Goldman Sachs
15
Goldman Sachs
New York
$1.05B +$36M +580,036 +3%
FCAS
16
First Command Advisory Services
Texas
$932M +$267M +4,306,550 +40%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$921M -$50.4M -811,875 -5%
WANY
18
Wealthspire Advisors (New York)
New York
$903M +$489M +7,873,056 +103%
Mariner
19
Mariner
Kansas
$798M +$53.1M +854,607 +7%
AA
20
Acorns Advisers
California
$653M +$28.4M +457,152 +4%
NMIMC
21
Northwestern Mutual Investment Management Company
Wisconsin
$590M +$324M +5,224,755 +107%
Truist Financial
22
Truist Financial
North Carolina
$585M +$43M +692,022 +7%
KeyBank National Association
23
KeyBank National Association
Ohio
$532M -$7.57M -121,897 -1%
CCA
24
Catalyst Capital Advisors
New York
$521M +$52.6M +846,406 +10%
MRC
25
Millburn Ridgefield Corp
New York
$521M +$52.6M +846,406 +10%

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.