Vanguard S&P Mid-Cap 400 ETF
IVOO
268 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 23 closing their positions.
2,960% more call options, than puts
Call options by funds: $306K | Put options by funds: $10K
59% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 64
1% more ownership
Funds ownership: 47.32% → 48.32% (+1%)
2% more capital invested
Capital invested by funds: $1.13B → $1.15B (+$17.9M)
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
1% less funds holding
Funds holding: 272 → 268 (-4)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$85.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.1M |
| 3 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$11.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$15.8M |
| 2 |
Morgan Stanley
New York
|
-$12M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$8.19M |
| 4 |
MCIA
Mountain Capital Investment Advisors
Westminster,
Colorado
|
-$4.78M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.42M |
IVOO Hedge Fund Activity: Q1 2025 in Review
268 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2025, worth a combined $1.15B — up 1.6% from $1.13B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of IVOO and 22 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 102 added.
The largest buyer was Goldman Sachs, adding an estimated $85.8M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $15.8M.
- 268 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2025, down from 272 in Q4 2024.
- Funds reported $1.15B of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2025, up 1.6% quarter-over-quarter.
- 22 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2025 was Goldman Sachs, an estimated $85.8M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2025 was Lockheed Martin Investment Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2025.