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 %
SFP
1501
Shepherd Financial Partners
Massachusetts
$764K +$9.34K +160 +1%
MFT
1502
Moisand Fitzgerald Tamayo
Florida
$761K -$55.1K -945 -7%
Massachusetts Financial Services
1503
Massachusetts Financial Services
Massachusetts
$761K +$761K +13,037 New
PSF
1504
Pacific Sun Financial
California
$759K +$1.75K +30 +0.2%
WFS
1505
WealthGarden F.S.
California
$757K – – –
O3W
1506
Omni 360 Wealth
New Jersey
$756K -$759 -13 -0.1%
CAG
1507
Csenge Advisory Group
Florida
$756K +$39.3K +716 +5%
S
1508
SignatureFD
Georgia
$756K -$207K -3,546 -21%
SAM
1509
Seelaus Asset Management
New Jersey
$753K -$62.8K -1,076 -8%
YWS
1510
Yarger Wealth Strategies
Ohio
$752K -$9.69K -166 -1%
DE
1511
Diversified Enterprises
Delaware
$750K -$14.1K -242 -2%
ICMM
1512
Integrated Capital Management (Michigan)
Michigan
$746K +$444K +7,608 +147%
PS
1513
Pinney & Scofield
Massachusetts
$746K – – –
IWB
1514
Innovative Wealth Building
Maryland
$746K +$20.1K +344 +3%
SFG
1515
Sovereign Financial Group
Connecticut
$744K -$68K -1,165 -8%
NFSG
1516
Newbridge Financial Services Group
Florida
$744K +$719K +12,320 +2,906%
HWA
1517
Hilltop Wealth Advisors
North Carolina
$739K +$46.6K +799 +7%
SCA
1518
Sage Capital Advisors
South Dakota
$738K +$1.93K +33 +0.3%
NG
1519
NWK Group
California
$735K +$41.4K +710 +6%
WF
1520
Warner Financial
Maryland
$735K +$38.9K +666 +6%
CMP
1521
Courage Miller Partners
Virginia
$735K +$17.3K +297 +2%
WP
1522
Westmount Partners
California
$731K +$7.59K +130 +1%
TNB
1523
Thomasville National Bank
Georgia
$726K +$17.5K +300 +2%
PWA
1524
Primoris Wealth Advisors
Florida
$725K +$43.4K +743 +6%
WLPWM
1525
Walled Lake Planning & Wealth Management
Illinois
$725K -$934 -16 -0.1%
59 60
61
62 63