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 %
HNW
1401
High Note Wealth
Minnesota
$962K -$17.5K -300 -2%
EAM
1402
Evanson Asset Management
California
$959K +$525 +9 +0.1%
KSWA
1403
Kathleen S. Wright Associates
Pennsylvania
$949K +$97.3K +1,668 +11%
COCM
1404
Charter Oak Capital Management
New Hampshire
$947K +$92K +1,577 +11%
AAP
1405
Arax Advisory Partners
Colorado
$945K +$7.06K +121 +0.8%
CL
1406
COWA LLC
Oklahoma
$944K -$862K -14,775 -48%
CT
1407
Clearstead Trust
Maine
$943K +$3.27K +56 +0.3%
WCG
1408
Weaver Consulting Group
California
$941K -$14.5K -249 -2%
TIA
1409
Traphagen Investment Advisors
New Jersey
$940K -$3.97K -68 -0.4%
GL
1410
Gerber LLC
Ohio
$937K -$117K -2,005 -11%
PCG
1411
Prosperity Consulting Group
Maryland
$933K +$224K +3,831 +32%
MCA
1412
Magnolia Capital Advisors
Mississippi
$918K -$15.1K -259 -2%
OCM
1413
One Capital Management
California
$914K -$76.4K -1,309 -8%
MWM
1414
Modern Wealth Management
Kansas
$914K +$193K +3,309 +27%
WC
1415
Westhampton Capital
North Carolina
$913K +$9.34K +160 +1%
FFA
1416
Founders Financial Alliance
North Carolina
$912K +$370K +6,344 +68%
JFG
1417
JMG Financial Group
Illinois
$911K -$96.3K -1,650 -10%
CCA
1418
Cobblestone Capital Advisors
New York
$908K +$21.2K +363 +2%
LWM
1419
Lakeridge Wealth Management
Ohio
$907K +$62.7K +1,075 +7%
FSWA
1420
Financial Synergies Wealth Advisors
Texas
$907K -$21.5K -369 -2%
WSWA
1421
Warren Street Wealth Advisors
California
$904K – – –
SIC
1422
Samalin Investment Counsel
New York
$902K +$28K +480 +3%
ABTD
1423
Arvest Bank Trust Division
Oklahoma
$901K – – –
AIM
1424
Anchor Investment Management
South Carolina
$901K – – –
TYCC
1425
Texas Yale Capital Corp
Florida
$901K +$91K +1,559 +11%
55 56
57
58 59