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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 %
BWM
1676
BCS Wealth Management
Tennessee
$563K +$3.21K +55 +0.6%
AIM
1677
Athena Investment Management
California
$563K -$292 -5 -0.1%
CFA
1678
Camarda Financial Advisors
Florida
$560K +$200K +3,425 +55%
Toronto Dominion Bank
1679
Toronto Dominion Bank
Ontario, Canada
$560K +$560K +9,607 New
HGA
1680
Hobbs Group Advisors
South Carolina
$559K -$12.1K -207 -2%
PMFA
1681
Plante Moran Financial Advisors
Michigan
$558K -$193K -3,302 -26%
CWA
1682
Canvas Wealth Advisors
Kansas
$556K +$181K +3,295 +48%
TF
1683
TME Financial
California
$554K +$3.85K +66 +0.7%
BC
1684
Burney Company
Virginia
$554K +$64.4K +1,103 +13%
MCCA
1685
Mill Creek Capital Advisors
Pennsylvania
$553K -$77.5K -1,329 -12%
AIP
1686
ARS Investment Partners
New York
$552K – – –
JBA
1687
Johnson Bixby & Associates
Washington
$550K -$11.8K -203 -2%
I
1688
INVST
Indiana
$549K -$16M -274,879 -97%
PWP
1689
Private Wealth Partners
California
$548K -$79.8K -1,367 -13%
SF
1690
Safeguard Financial
Wisconsin
$548K +$28.6K +490 +6%
AFG
1691
Albion Financial Group
Utah
$548K +$95.6K +1,638 +21%
WPP
1692
Whalerock Point Partners
Rhode Island
$548K +$150K +2,575 +38%
BST
1693
Bath Savings Trust
Maine
$548K -$55.7K -955 -9%
CWM
1694
Centurion Wealth Management
Virginia
$545K – – –
MIC
1695
Meridian Investment Counsel
California
$544K – – –
SHIM
1696
Stone House Investment Management
Pennsylvania
$541K +$90.5K +1,551 +20%
LG
1697
LAM Group
Oregon
$540K – – –
BWP
1698
Balboa Wealth Partners
Arizona
$539K +$15.4K +264 +3%
MSFS
1699
Main Street Financial Solutions
Pennsylvania
$538K -$560K -9,604 -51%
ZIG
1700
Zullo Investment Group
Pennsylvania
$538K -$28.7K -491 -5%
66 67
68
69 70