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 %
PWS
1476
Proactive Wealth Strategies
Georgia
$797K -$117 -2 -0%
BCM
1477
Brookmont Capital Management
Texas
$795K -$50.9K -873 -6%
FPCP
1478
Fort Point Capital Partners
California
$792K +$235K +4,020 +42%
HBWM
1479
Hollow Brook Wealth Management
New York
$792K -$169K -2,890 -18%
NLP
1480
Next Level Private
New York
$791K -$8.34K -143 -1%
SC
1481
Sepio Capital
Utah
$790K +$642 +11 +0.1%
BFS
1482
BridgePort Financial Solutions
Iowa
$790K +$105K +1,802 +15%
SEEDPG
1483
S.E.E.D. Planning Group
New York
$788K -$59.3K -1,016 -7%
XPN
1484
XY Planning Network
Montana
$787K -$2.25M -38,641 -74%
BCA
1485
Bay Colony Advisors
Massachusetts
$783K -$38.5K -661 -5%
TI
1486
Truepoint Inc
Ohio
$781K +$120K +2,053 +18%
GEA
1487
Glen Eagle Advisors
New Jersey
$780K +$16.1K +276 +2%
RSS
1488
Rosenblum Silverman Sutton
California
$780K +$584 +10 +0.1%
TPW
1489
Talon Private Wealth
Florida
$776K -$149K -2,561 -16%
MCWA
1490
Meadow Creek Wealth Advisors
Georgia
$775K -$241K -4,135 -24%
KOC
1491
Koss-Olinger Consulting
Florida
$774K +$774K +13,258 New
LWANC
1492
Laurel Wealth Advisors (North Carolina)
North Carolina
$773K -$86.6K -1,484 -10%
EFP
1493
EnRich Financial Partners
Wisconsin
$771K +$233 +4 +0%
GSEP
1494
Golden State Equity Partners
California
$769K +$20.1K +344 +3%
SP
1495
Stonebrook Private
Michigan
$769K +$236K +4,047 +44%
BWAM
1496
Boyd Watterson Asset Management
Ohio
$769K – – –
SA
1497
Sovran Advisors
California
$767K -$74.8K -1,363 -9%
UFA
1498
Uptown Financial Advisors
Texas
$767K – – –
CBT
1499
Crews Bank & Trust
Florida
$767K -$3.27K -56 -0.4%
VR
1500
Valued Retirements
Texas
$765K +$174K +2,977 +29%
58 59
60
61 62