IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,391 hedge funds and large institutions have $70.8B invested in iShares Core S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,104 increasing their positions, 851 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,391
Holders Change
-45
Holders Change %
-1.85%
% of All Funds
32.47%
Holding in Top 10
364
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-5.94%
% of All Funds
4.94%
New
120
Increased
1,104
Reduced
851
Closed
119
Calls
$32.4M
Puts
$8.43M
Net Calls
+$23.9M
Net Calls Change
-$15.3M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$459M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$433M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$329M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$305M
5
FCAS
First Command Advisory Services
Texas
+$265M

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$512M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$283M
4
HNB
Huntington National Bank
Ohio
-$267M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFA
376
Evernest Financial Advisors
Indiana
$15M +$60.3K +1,033 +0.4%
CF
377
CBM Financial
Texas
$14.9M +$14.9M +244,315 New
DFG
378
Demars Financial Group
Washington
$14.9M -$1.56M -90,875 -9%
IAN
379
Integrated Advisors Network
Texas
$14.9M -$15.9M -271,947 -52%
KLI
380
Kelman-Lazarov Inc
Tennessee
$14.8M +$234K +4,011 +2%
IPW
381
IronBridge Private Wealth
Texas
$14.7M +$1.23M +21,033 +9%
PCIA
382
Prime Capital Investment Advisors
Kansas
$14.6M +$6.21M +106,410 +74%
GPA
383
Guidance Point Advisors
Massachusetts
$14.6M +$296K +5,066 +2%
CWA
384
Clarity Wealth Advisors
California
$14.6M +$268K +4,598 +2%
TWP
385
Tower Wealth Partners
Pennsylvania
$14.5M +$64.5K +1,106 +0.4%
PAS
386
Park Avenue Securities
New York
$14.5M +$1.24M +21,173 +9%
Squarepoint
387
Squarepoint
New York
$14.4M +$14.4M +247,529 New
SMC
388
Smith, Moore & Co
Missouri
$14.4M +$616K +10,560 +4%
PIC
389
Platt Investment Counsel
Florida
$14.4M +$617K +10,577 +4%
WT
390
Washington Trust
Rhode Island
$14.4M +$1.85M +31,757 +15%
TCM
391
Traynor Capital Management
Pennsylvania
$14.3M -$852K -14,609 -6%
CFFNO
392
Common Fund For Nonprofit Organizations
Connecticut
$14.3M +$39K +669 +0.3%
COPPSERS
393
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.3M +$3.37M +57,762 +31%
AWP
394
Accretive Wealth Partners
New Jersey
$14.3M +$1.89M +32,576 +15%
BW
395
BostonPremier Wealth
Massachusetts
$14.1M +$243K +4,162 +2%
CWA
396
Core Wealth Advisors
Florida
$14.1M -$594K -10,184 -4%
EFM
397
Eley Financial Management
Vermont
$14.1M +$365K +6,223 +3%
VFPW
398
Vantage Financial Partners (Wisconsin)
Wisconsin
$13.9M +$155K +2,658 +1%
HSWM
399
Hubbell Strickland Wealth Management
Louisiana
$13.9M +$357K +6,118 +3%
BFS
400
Burkett Financial Services
South Carolina
$13.9M +$279K +4,773 +2%
14 15
16
17 18