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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 %
AL
1901
ADE LLC
Maryland
$356K +$58 +1 +0%
MHWM
1902
Montz Harcus Wealth Management
Louisiana
$355K +$875 +15 +0.2%
RCP
1903
Rothschild Capital Partners
New York
$355K -$37.1K -635 -9%
ESBC
1904
E.S. Barr & Co
Kentucky
$355K – – –
CWM
1905
Collaborative Wealth Management
Florida
$354K -$90.9K -1,557 -20%
AA
1906
Auxano Advisors
Washington
$353K +$992 +17 +0.3%
GFPC
1907
Global Financial Private Client
Florida
$352K – – –
TF
1908
Trek Financial
Arizona
$352K +$20.9K +359 +6%
AWAG
1909
ARS Wealth Advisors Group
Florida
$351K +$9.92K +170 +3%
ICM
1910
IMS Capital Management
Oregon
$351K -$29.2K -500 -8%
LA
1911
LexAurum Advisors
Kansas
$350K -$4.96K -85 -1%
PSA
1912
Plum Street Advisors
Louisiana
$350K – – –
JC
1913
JB Capital
Connecticut
$349K +$7.35K +126 +2%
BAM
1914
BOS Asset Management
Illinois
$349K – – –
AFAS
1915
Acorn Financial Advisory Services
Virginia
$347K -$134K -2,303 -28%
WAL
1916
W Advisors LLC
Tennessee
$346K – – –
FA
1917
Faithward Advisors
Pennsylvania
$346K -$7.88K -135 -2%
CA
1918
Calton & Associates
Florida
$346K +$346K +5,925 New
JC
1919
Jentner Corp
Ohio
$344K – – –
TFM
1920
TFC Financial Management
Massachusetts
$344K +$117 +2 +0%
OPCM
1921
Osborne Partners Capital Management
California
$344K – – –
PCM
1922
Princeton Capital Management
New Jersey
$344K – – –
LWM
1923
Latko Wealth Management
Illinois
$343K -$22.2K -381 -6%
SIM
1924
Synergy Investment Management
Florida
$343K +$4.49K +77 +1%
VCAM
1925
Van Cleef Asset Management
Ohio
$342K -$875 -15 -0.3%
75 76
77
78 79