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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,392 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, 1,105 increasing their positions, 851 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,392
Holders Change
-44
Holders Change %
-1.81%
% of All Funds
32.48%
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
1,105
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 %
HIA
851
HTG Investment Advisors
Connecticut
$3.81M -$71.1K -1,218 -2%
IJWM
852
Inman Jager Wealth Management
Mississippi
$3.81M -$132K -2,259 -3%
WF
853
Welch & Forbes
Massachusetts
$3.81M -$118K -2,021 -3%
WJA
854
Willis Johnson & Associates
Texas
$3.8M +$35.8K +614 +1%
LNWTC
855
Laird Norton Wetherby Trust Company
Washington
$3.78M – – –
SR
856
Syntax Research
Florida
$3.77M +$267K +4,577 +8%
NCM
857
Next Capital Management
New York
$3.76M +$499K +8,554 +15%
EG
858
Ellerson Group
Maryland
$3.76M -$801K -13,725 -18%
SMWM
859
Silvia McColl Wealth Management
California
$3.76M +$73.7K +1,263 +2%
FFS
860
Fortress Financial Solutions
Arizona
$3.75M -$17K -291 -0.5%
SWA
861
SOA Wealth Advisors
New York
$3.73M -$18.3K -314 -0.5%
MWP
862
Moller Wealth Partners
$3.73M – – –
CC
863
Callan Capital
California
$3.72M – – –
BFG
864
Bleakley Financial Group
New Jersey
$3.72M +$467K +8,007 +14%
GAM
865
Gotham Asset Management
New York
$3.72M +$1.59M +27,225 +75%
MCM
866
MidAtlantic Capital Management
Virginia
$3.7M +$64.5K +1,105 +2%
ES
867
ETF Store
Kansas
$3.7M -$92.8K -1,590 -2%
AIM
868
Alhambra Investment Management
Florida
$3.69M -$13.9K -239 -0.4%
AFA
869
AA Financial Advisors
Ohio
$3.68M -$163K -2,786 -4%
SF
870
Symphony Financial
Texas
$3.65M -$10.7M -183,165 -75%
VPW
871
Variant Private Wealth
Virginia
$3.64M -$69.1K -1,185 -2%
HIA
872
Harbor Investment Advisory
Maryland
$3.63M -$28.2K -484 -0.8%
ONST
873
Old North State Trust
North Carolina
$3.63M – – –
SC
874
SouthState Corp
Florida
$3.62M +$1.81M +31,094 +100%
SFS
875
Sowell Financial Services
Arkansas
$3.58M -$124K -2,127 -3%
33 34
35
36 37