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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 %
GTAM
1701
Global Trust Asset Management
Florida
$537K -$4.67M -80,079 -90%
PWP
1702
Prasad Wealth Partners
Ohio
$537K +$1.46K +25 +0.3%
CCFM
1703
Clear Creek Financial Management
Washington
$537K +$214K +3,663 +66%
RPCA
1704
Running Point Capital Advisors
California
$536K – – –
GF
1705
Goodman Financial
Texas
$535K – – –
APW
1706
Austin Private Wealth
Texas
$534K -$95.9K -1,643 -15%
1WA
1707
180 Wealth Advisors
Washington
$533K -$3.15K -54 -0.6%
MPW
1708
Melone Private Wealth
Michigan
$532K -$31.4K -538 -6%
ACM
1709
Absolute Capital Management
Pennsylvania
$532K -$25.3K -434 -5%
AFC
1710
Adaptive Financial Consulting
Ohio
$531K +$700 +12 +0.1%
RFS
1711
Richardson Financial Services
Massachusetts
$529K – – –
BFA
1712
Beacon Financial Advisory
Ohio
$529K +$529K +9,063 New
CL
1713
CVFG LLC
Indiana
$528K -$62.5K -1,072 -11%
LFG
1714
Lazard Frères Gestion
France
$528K – – –
CNTOF
1715
Canandaigua National Trust of Florida
New York
$528K -$5.54K -95 -1%
PIP
1716
Peachtree Investment Partners
Florida
$528K -$3.27K -56 -0.6%
CCA
1717
Cypress Capital Advisors
Tennessee
$524K +$1.05K +18 +0.2%
PAMG
1718
Patton Albertson Miller Group
Tennessee
$523K -$5.84K -100 -1%
SSA
1719
Sierra Summit Advisors
Nevada
$522K -$18.3K -313 -3%
AC
1720
Allstate Corporation
Illinois
$522K +$522K +8,950 New
SAMC
1721
Spectrum Asset Management (California)
California
$521K -$1.9M -32,548 -78%
PP
1722
Prosperity Planning
Missouri
$520K – – –
KA
1723
Kovack Advisors
Florida
$518K +$118K +2,015 +29%
VIPI
1724
Vista Investment Partners II
Indiana
$517K -$2.16K -37 -0.4%
NRC
1725
New Republic Capital
North Carolina
$516K +$376K +6,438 +267%
67 68
69
70 71