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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 %
PF
2076
Penney Financial
Texas
$244K – – –
PWM
2077
Praetorian Wealth Management
California
$242K – – –
MCM
2078
Mengis Capital Management
Oregon
$242K +$408 +7 +0.2%
APA
2079
Astoria Portfolio Advisors
New York
$242K +$242K +4,345 New
PCM
2080
Park Capital Management
Wisconsin
$242K +$242K +4,140 New
TCM
2081
TABR Capital Management
California
$241K +$700 +12 +0.3%
DWM
2082
Denver Wealth Management
Colorado
$241K +$584 +10 +0.2%
FVWA
2083
Foster Victor Wealth Advisors
South Carolina
$241K -$218 -4 -0.1%
ACP
2084
Aveo Capital Partners
Colorado
$240K -$723K -12,417 -75%
LCWP
2085
Legacy Capital Wealth Partners
Arkansas
$239K – – –
AA
2086
Aufman Associates
Pennsylvania
$239K – – –
BBW
2087
Blue Barn Wealth
Utah
$238K +$525 +9 +0.2%
CCM
2088
Chilton Capital Management
Texas
$237K -$10.3K -176 -4%
FFA
2089
Fi3 Financial Advisors
Indiana
$236K – – –
SP
2090
Sequent Planning
Nebraska
$236K -$6.77K -116 -3%
NCM
2091
Noesis Capital Mangement
Florida
$234K -$42.6K -730 -15%
CRI
2092
Colonial River Investments
Virginia
$234K -$2.92K -50 -1%
SA
2093
Strategic Advisors
New York
$234K -$14K -240 -6%
MAM
2094
Mainsail Asset Management
Alabama
$233K – – –
GA
2095
GSG Advisors
New Jersey
$233K +$233K +4,172 New
EFG
2096
Everhart Financial Group
Ohio
$233K +$2.68K +46 +1%
AA
2097
Addison Advisors
Vermont
$233K – – –
TWA
2098
TCI Wealth Advisors
Arizona
$232K +$232K +3,976 New
CI
2099
Ceera Investments
Texas
$232K – – –
MFS
2100
Madrona Financial Services
Washington
$232K -$61.5K -1,054 -21%
82 83
84
85 86