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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 %
PL
1601
Plancorp LLC
Missouri
$649K -$28.9K -496 -4%
WAG
1602
Wallace Advisory Group
California
$648K +$29.3K +470 +5%
SLG
1603
Stanley-Laman Group
Pennsylvania
$647K +$80.6K +1,381 +14%
TWP
1604
Tyche Wealth Partners
Texas
$647K +$33K +565 +5%
SC
1605
Stephens Consulting
Michigan
$646K -$69.4K -1,190 -10%
IIC
1606
Ironwood Investment Counsel
Arizona
$644K – – –
SAM
1607
Summit Asset Management
Tennessee
$643K -$24.6K -422 -4%
JWCA
1608
J.W. Coons Advisors
Ohio
$642K +$233 +4 +0%
MSA
1609
Marathon Strategic Advisors
Pennsylvania
$642K – – –
CCA
1610
Clarity Capital Advisors
Florida
$641K – – –
PCH
1611
PGIM Custom Harvest
New Jersey
$640K -$226K -3,871 -26%
PS
1612
Planned Solutions
California
$639K +$1.28K +22 +0.2%
NIWA
1613
New Insight Wealth Advisors
California
$638K -$61.2K -1,049 -9%
SWM
1614
SeaCrest Wealth Management
New York
$630K +$9.28K +159 +1%
Legacy Financial Group (Iowa)
1615
Legacy Financial Group (Iowa)
Iowa
$629K -$42.1K -721 -6%
FNWM
1616
Financial Network Wealth Management
Utah
$628K – – –
NLWP
1617
Next Level Wealth Planning
Idaho
$627K +$58 +1 +0%
KFI
1618
Key Financial Inc
Pennsylvania
$626K -$28K -480 -4%
SWA
1619
Strategies Wealth Advisors
Michigan
$625K -$18.5K -317 -3%
RFP
1620
Root Financial Partners
California
$625K -$215K -3,680 -26%
CPSC
1621
Carl P. Sherr & Co
Massachusetts
$625K – – –
WMWM
1622
Whitaker-Myers Wealth Managers
Ohio
$624K -$210K -3,600 -25%
KFSN
1623
Keystone Financial Services (Nebraska)
Nebraska
$623K -$24.4K -419 -4%
LL
1624
LPWM LLC
Minnesota
$623K +$408K +7,000 +190%
WAM
1625
Weatherly Asset Management
California
$623K – – –
63 64
65
66 67