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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 %
OFS
1451
OneAscent Financial Services
Alabama
$844K +$402K +6,887 +91%
FAI
1452
Fiduciary Advisors Inc
Missouri
$844K -$3.73K -64 -0.4%
WFA
1453
Wells Financial Advisors
Massachusetts
$843K – – –
IRAG
1454
Investment Research & Advisory Group
Georgia
$843K -$6.43M -110,231 -88%
WDG
1455
Wealth Dimensions Group
Ohio
$840K +$58 +1 +0%
CAM
1456
Carret Asset Management
New York
$834K +$11.1K +191 +1%
OAM
1457
Occidental Asset Management
California
$829K +$427K +7,314 +106%
VFG
1458
Victory Financial Group
Texas
$829K -$194K -3,332 -19%
TW
1459
Towerpoint Wealth
California
$827K +$344K +5,888 +71%
MLL
1460
Moody Lynn & Lieberson
Massachusetts
$825K -$12.5K -214 -1%
CWM
1461
CCG Wealth Management
California
$824K – – –
BDWCC
1462
B&D White Capital Company
Texas
$823K +$147K +2,525 +22%
WPC
1463
Waters Parkerson & Co
Louisiana
$821K +$51.6K +885 +7%
POIA
1464
Pin Oak Investment Advisors
Texas
$818K – – –
DP
1465
Dearborn Partners
Illinois
$816K +$85.7K +1,469 +12%
HCMT
1466
Highland Capital Management (Tennessee)
Tennessee
$816K – – –
TWM
1467
Trueblood Wealth Management
Ohio
$814K +$138K +2,358 +20%
CAWM
1468
Capital Advisors Wealth Management
Washington
$813K -$2.68K -46 -0.3%
BCM
1469
Becker Capital Management
Oregon
$807K +$14.9K +255 +2%
SHFA
1470
SC&H Financial Advisors
Maryland
$805K +$875 +15 +0.1%
NCM
1471
Narwhal Capital Management
Georgia
$804K – – –
CCG
1472
Chatham Capital Group
Georgia
$803K +$1.46K +25 +0.2%
NSIM
1473
North Star Investment Management
Illinois
$802K -$70K -1,200 -8%
CPC
1474
Consolidated Planning Corp
Georgia
$799K +$14.9K +255 +2%
ZIC
1475
ZWJ Investment Counsel
Georgia
$797K +$57.7K +988 +8%
57 58
59
60 61