IJH icon

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 %
HT
1801
Heritage Trust
Oklahoma
$442K – – –
NLWP
1802
Next Level Wealth Planning
Idaho
$442K -$224K -3,617 -34%
ACM
1803
Ardent Capital Management
Ohio
$442K – – –
AWM
1804
Aries Wealth Management
Maine
$439K – – –
CP
1805
Capital Planning
Washington
$438K – – –
CA
1806
CapWealth Advisors
Tennessee
$438K – – –
AW
1807
Avion Wealth
Texas
$437K -$23.3K -376 -5%
GWM
1808
Greenhouse Wealth Management
Connecticut
$436K +$1.24K +20 +0.3%
FMI
1809
F/M Investments
District of Columbia
$436K -$305K -4,910 -41%
JPWM
1810
Jamison Private Wealth Management
Georgia
$435K +$30.6K +493 +8%
JSL
1811
JT Stratford LLC
Georgia
$435K +$11.5K +185 +3%
JSAM
1812
J. Safra Asset Management
New York
$435K +$435K +7,006 New
MAC
1813
Mason & Associates (California)
California
$433K – – –
BA
1814
Bridgewater Advisors
New York
$433K +$179K +2,786 +70%
TWM
1815
Tradition Wealth Management
Minnesota
$432K -$20.8K -336 -5%
BIG
1816
Brookwood Investment Group
Arizona
$432K -$325K -5,235 -43%
PWP
1817
Phillips Wealth Planners
Mississippi
$432K +$6.72K +106 +2%
DFG
1818
Dynamic Financial Group
Iowa
$429K – – –
WG
1819
Welch Group
Alabama
$428K +$85.9K +1,385 +25%
XT
1820
XTX Topco
Cayman Islands
$426K -$342K -5,515 -45%
TT
1821
TI-Trust
Illinois
$425K – – –
DWM
1822
Defined Wealth Management
Oregon
$421K -$1.43K -23 -0.3%
MHWM
1823
Montz Harcus Wealth Management
Louisiana
$420K +$42.3K +682 +11%
MCCA
1824
Mill Creek Capital Advisors
Pennsylvania
$420K -$168K -2,706 -29%
RFA
1825
Rollins Financial Advisors
New York
$420K -$77.5K -1,250 -16%
71 72
73
74 75