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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 %
BBPWM
1976
Blue Bell Private Wealth Management
Pennsylvania
$304K +$4.2K +72 +1%
CP
1977
Canopy Partners
Ohio
$303K +$30.4K +521 +11%
BHB
1978
Bank Hapoalim BM
Israel
$301K -$412K – –
RFA
1979
Resurgent Financial Advisors
Georgia
$301K +$6.48K +111 +2%
NW
1980
Naviter Wealth
Arkansas
$300K – – –
FWM
1981
Fingerlakes Wealth Management
New York
$297K +$67.1K +1,149 +29%
RW
1982
RVW Wealth
California
$297K -$41.5K -712 -12%
RIS
1983
Richmond Investment Services
Wisconsin
$297K +$350 +6 +0.1%
AI
1984
Auour Investments
Massachusetts
$297K +$12.5K +220 +4%
BFF
1985
Byrne Financial Freedom
Massachusetts
$294K +$58 +1 +0%
FWI
1986
Facet Wealth Inc
Maryland
$294K -$38.3K -654 -12%
FA
1987
Fiduciary Alliance
South Carolina
$294K +$99.3K +1,702 +51%
NIM
1988
Northeast Investment Management
Massachusetts
$293K -$30.5K -523 -9%
BFA
1989
Bluestem Financial Advisors
Illinois
$293K – – –
BAM
1990
Bosun Asset Management
Illinois
$292K – – –
PIM
1991
Parker Investment Management
California
$292K +$292K +4,998 New
CCC
1992
Compass Capital Corp
Massachusetts
$291K – – –
4WM
1993
4J Wealth Management
Virginia
$290K -$3.85K -66 -1%
GA
1994
Greenspring Advisors
Maryland
$289K – – –
JJBC
1995
James J. Burns & Company
New York
$288K +$6.48K +111 +2%
HWM
1996
HFR Wealth Management
New York
$288K – – –
RBFC
1997
Roman Butler Fullerton & Co
Missouri
$288K +$288K +5,238 New
JWM
1998
JFG Wealth Management
Colorado
$288K -$2.04K -35 -0.7%
MPW
1999
Monterey Private Wealth
California
$288K +$1.4K +24 +0.5%
WFAG
2000
Worth Financial Advisory Group
North Carolina
$286K -$1.17K -20 -0.4%
78 79
80
81 82