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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 %
ACM
1926
Advance Capital Management
Michigan
$342K +$40.9K +660 +14%
MAA
1927
Matrix Asset Advisors
New York
$342K +$342K +5,511 New
SBLIC
1928
Security Benefit Life Insurance Company
Kansas
$341K – – –
BTW
1929
Boston Trust Walden
Massachusetts
$340K -$8.99K -145 -3%
PFM
1930
Potomac Fund Management
Florida
$339K -$33K -525 -9%
CWM
1931
Capital Wealth Management
Rhode Island
$338K +$124 +2 +0%
LWM
1932
Level Wealth Management
North Carolina
$338K +$338K +5,448 New
RBFC
1933
Roman Butler Fullerton & Co
Missouri
$338K +$451 +7 +0.1%
AO
1934
Advisor OS
Illinois
$337K +$33.6K +541 +11%
SRWM
1935
Shira Ridge Wealth Management
California
$337K – – –
PIFP
1936
Partners in Financial Planning
Virginia
$337K +$434 +7 +0.1%
AT
1937
Avalon Trust
New Mexico
$336K +$233K +3,759 +227%
DCM
1938
Dimension Capital Management
Florida
$335K – – –
DHC
1939
Drum Hill Capital
Connecticut
$333K – – –
GHAM
1940
Gilman Hill Asset Management
Connecticut
$332K – – –
IAP
1941
Indie Asset Partners
Indiana
$331K +$48.6K +784 +17%
SW
1942
SkyOak Wealth
Michigan
$330K – – –
BKA
1943
Brick & Kyle Associates
Pennsylvania
$329K +$329K +23,000 New
RCM
1944
Requisite Capital Management
Texas
$328K – – –
RW
1945
RVW Wealth
California
$328K +$12K +194 +4%
SWM
1946
Segment Wealth Management
Texas
$327K -$4.03K -65 -1%
FC
1947
Forte Capital
New York
$327K -$15.5K -250 -5%
SIG
1948
Stonegate Investment Group
Alabama
$324K -$64.7K -1,044 -17%
BBPWM
1949
Blue Bell Private Wealth Management
Pennsylvania
$323K – – –
CP
1950
Canopy Partners
Ohio
$323K – – –
76 77
78
79 80