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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$552M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$360M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$220M
4
AUB
Atlantic Union Bankshares
Virginia
+$154M
5
RFC
Regions Financial Corp
Alabama
+$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$793M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$530M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
4
HNB
Huntington National Bank
Ohio
-$260M
5
AG
AlTi Global
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1601
HHM Wealth Advisors
Tennessee
$659K – – –
BWL
1602
Bogart Wealth LLC
Virginia
$658K +$208K +3,358 +46%
Legacy Financial Group (Iowa)
1603
Legacy Financial Group (Iowa)
Iowa
$657K -$10.9K -176 -2%
EFN
1604
Equita Financial Network
Pennsylvania
$657K -$94K -1,516 -13%
DE
1605
Diversified Enterprises
Delaware
$653K -$144K -2,327 -18%
ERWM
1606
Elk River Wealth Management
Colorado
$651K -$682 -11 -0.1%
FFP
1607
FourThought Financial Partners
Florida
$651K – – –
DI
1608
DAGCO Inc
Ohio
$650K +$124 +2 +0%
BWM
1609
BCS Wealth Management
Tennessee
$650K +$51.7K +833 +9%
CWM
1610
Crowley Wealth Management
Delaware
$650K +$21K +339 +3%
FVWA
1611
Foster Victor Wealth Advisors
South Carolina
$648K +$366K +5,754 +130%
FWM
1612
FSA Wealth Management
Massachusetts
$648K +$621 +1 +0.1%
CWM
1613
Centurion Wealth Management
Virginia
$648K +$105K +1,698 +19%
MCWA
1614
Meadow Creek Wealth Advisors
Georgia
$647K -$177K -2,860 -22%
BWP
1615
Balboa Wealth Partners
Arizona
$645K +$72K +1,161 +13%
PW
1616
Pandora Wealth
Illinois
$644K – – –
LFG
1617
Larson Financial Group
Missouri
$642K -$8.5K -137 -1%
JHCP
1618
Jackson Hole Capital Partners
Oklahoma
$641K +$8.44K +136 +1%
TPF
1619
Tribridge Partners Financial
Maryland
$641K +$641K +10,332 New
OAM
1620
Oak Asset Management
California
$639K +$4.03K +65 +0.6%
IIC
1621
Integrated Investment Consultants
Michigan
$638K +$12.9K +208 +2%
HWM
1622
Howard Wealth Management
Connecticut
$638K -$1.12K -18 -0.2%
LB
1623
Legacy Bridge
Iowa
$637K -$9.86K -159 -2%
AMM
1624
American Money Management
California
$635K +$806 +13 +0.1%
IIL
1625
Insight Inv LLC
California
$634K – – –
63 64
65
66 67