IJH icon

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 %
FM
1876
Foster & Motley
Ohio
$373K – – –
MW
1877
Maia Wealth
Colorado
$372K +$72.6K +1,319 +24%
ADL
1878
Asset Dedication LLC
California
$371K +$30.3K +520 +9%
AWM
1879
Abound Wealth Management
Tennessee
$371K +$77.1K +1,322 +26%
MHIC
1880
Marble Harbor Investment Counsel
Massachusetts
$370K – – –
AIC
1881
Archer Investment Corporation
Indiana
$368K +$58 +1 +0%
JPMIA
1882
J.P. Marvel Investment Advisors
Massachusetts
$367K – – –
SIG
1883
Stonegate Investment Group
Alabama
$366K +$106K +1,814 +41%
LMKC
1884
L.M. Kohn & Company
Ohio
$365K -$7.64K -131 -2%
AA
1885
Ashford Advisors
New York
$365K – – –
W
1886
WPWealth
Texas
$364K – – –
PWP
1887
Phillips Wealth Planners
Mississippi
$364K +$16.7K +308 +5%
RFG
1888
Range Financial Group
Oregon
$364K +$5.89K +101 +2%
MCM
1889
Morton Capital Management
California
$364K +$6.24K +107 +2%
ACI
1890
Alpha Cubed Investments
California
$363K +$14.9K +255 +4%
SFP
1891
Sandbox Financial Partners
Maryland
$362K -$7.86M -134,733 -96%
TFA
1892
Teamwork Financial Advisors
Texas
$361K -$507K -8,682 -58%
PIA
1893
Pollock Investment Advisors
Michigan
$360K – – –
FGG
1894
Financial Guidance Group
Florida
$360K +$14.6K +250 +4%
FA
1895
Fountainhead AM
New Jersey
$360K +$28.7K +492 +9%
FB
1896
First Bancorp
Maine
$360K – – –
LWMI
1897
Legacy Wealth Management (Idaho)
Idaho
$359K +$359K +6,152 New
NAS
1898
NWF Advisory Services
California
$359K -$130K -2,230 -27%
RRCM
1899
Rappaport Reiches Capital Management
Illinois
$358K -$29.8K -510 -8%
EF
1900
Envision Financial
Wisconsin
$357K -$115K -1,965 -24%
74 75
76
77 78