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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 %
MAV
2001
Mason & Associates (Virginia)
Virginia
$286K -$11.2K -192 -4%
AO
2002
Advisor OS
Illinois
$286K +$2.16K +37 +0.8%
FMTC
2003
Farmers & Merchants Trust Company
California
$286K – – –
OIA
2004
Optimum Investment Advisors
Illinois
$285K – – –
VC
2005
Veracity Capital
Georgia
$284K – – –
LDB
2006
Lee, Danner & Bass
Tennessee
$284K – – –
ACM
2007
Advance Capital Management
Michigan
$283K +$759 +13 +0.3%
AWM
2008
Aegis Wealth Management
Maryland
$283K +$283K +4,850 New
JWM
2009
JGP Wealth Management
Oregon
$282K +$6.42K +110 +2%
MM
2010
Main Management
California
$282K – – –
LA
2011
LPF Advisors
Florida
$282K +$350 +6 +0.1%
FFM
2012
Forum Financial Management
Illinois
$281K -$46.3K -794 -14%
TA
2013
TrueWealth Advisors
Alabama
$281K +$41.3K +708 +17%
BF
2014
Brooklyn FI
New York
$280K +$9.34K +160 +3%
DFP
2015
Defined Financial Planning
California
$278K +$17.2K +294 +7%
DBIA
2016
Dumont & Blake Investment Advisors
New Jersey
$278K +$58 +1 +0%
CRI
2017
Commonwealth Retirement Investments
Virginia
$277K – – –
GP
2018
Geneva Partners
Wisconsin
$276K +$8.58K +147 +3%
ZIG
2019
Zuckerman Investment Group
Illinois
$276K – – –
PCS
2020
Private Client Services
Kentucky
$276K +$51.8K +888 +23%
MBFW
2021
Morton Brown Family Wealth
Pennsylvania
$274K -$89.4K -1,532 -25%
FNBTCON
2022
First National Bank & Trust Co of Newtown
Pennsylvania
$273K +$1.46K +25 +0.5%
TFM
2023
Trademark Financial Management
Minnesota
$272K -$32.7K -561 -11%
MFWP
2024
Mosaic Family Wealth Partners
Missouri
$270K +$50.2K +860 +23%
FM
2025
Family Management
New York
$270K – – –
79 80
81
82 83