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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 %
HWM
1976
HFR Wealth Management
New York
$306K – – –
JWM
1977
JFG Wealth Management
Colorado
$305K -$310 -5 -0.1%
LWM
1978
LongView Wealth Management
Georgia
$305K -$33.2K -536 -10%
WFAG
1979
Worth Financial Advisory Group
North Carolina
$304K – – –
FMTC
1980
Farmers & Merchants Trust Company
California
$304K – – –
LA
1981
Lifeworks Advisors
Michigan
$303K -$164K -2,651 -35%
RCP
1982
Rothschild Capital Partners
New York
$302K -$75.6K -1,219 -20%
APW
1983
Axim Planning & Wealth
Ohio
$302K +$36K +580 +14%
LDB
1984
Lee, Danner & Bass
Tennessee
$300K -$1.98K -32 -0.7%
MM
1985
Main Management
California
$299K – – –
JWBC
1986
John W. Brooker & Co
California
$299K -$1.49M -23,232 -83%
MSS
1987
Mitchell Sinkler & Starr
Pennsylvania
$298K +$26.4K +425 +10%
DFP
1988
Defined Financial Planning
California
$298K +$1.31K +21 +0.4%
NIM
1989
Northeast Investment Management
Massachusetts
$297K -$14.8K -238 -5%
DBIA
1990
Dumont & Blake Investment Advisors
New Jersey
$295K – – –
MHR
1991
Matthew Hamilton Rosenberg
$295K +$109K +1,751 +58%
TWM
1992
Tripletail Wealth Management
Florida
$295K +$295K +4,730 New
MSCM
1993
McElhenny Sheffield Capital Management
Texas
$295K -$196K -3,153 -40%
CRI
1994
Commonwealth Retirement Investments
Virginia
$295K – – –
RFA
1995
Resurgent Financial Advisors
Georgia
$295K -$24.7K -398 -8%
CCMI
1996
Creative Capital Management Investments
California
$295K -$43.4K -700 -13%
BF
1997
Brooklyn FI
New York
$294K -$4.09K -66 -1%
ZIG
1998
Zuckerman Investment Group
Illinois
$294K – – –
CFP
1999
Cascade Financial Partners
California
$293K -$166K -2,670 -36%
TA
2000
TrueWealth Advisors
Alabama
$292K -$6.39K -103 -2%
78 79
80
81 82