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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 %
LCWP
2101
Legacy Capital Wealth Partners
Arkansas
$241K -$12.8K -207 -5%
LSL
2102
Legacy Solutions LLC
Pennsylvania
$240K +$248 +4 +0.1%
KHCM
2103
Kirtland Hills Capital Management
Ohio
$240K +$240K +3,869 New
VBWMG
2104
Von Berge Wealth Management Group
California
$237K +$703 +11 +0.3%
MSWMA
2105
Market Street Wealth Management Advisors
Indiana
$236K -$3.41K -55 -1%
HWA
2106
Heartwood Wealth Advisors
Virginia
$235K -$6.2K -100 -3%
GIM
2107
Gold Investment Management
Alberta, Canada
$234K – – –
FDCP
2108
Foster Dykema Cabot & Partners
Massachusetts
$233K – – –
SW
2109
SMART Wealth
Nebraska
$233K +$9.3K +150 +4%
AC
2110
Asio Capital
Kentucky
$233K -$12.4K -200 -5%
HCM
2111
Hall Capital Management
Rhode Island
$233K – – –
CFP
2112
Curran Financial Partners
South Carolina
$232K +$232K +3,743 New
PFA
2113
Pathway Financial Advisors
Vermont
$232K -$5.95K -96 -3%
BDPWM
2114
Barnes Dennig Private Wealth Management
Ohio
$232K +$187K +3,015 +416%
SAM
2115
Strategy Asset Managers
California
$231K -$29.6K -477 -11%
TWM
2116
Topsail Wealth Management
North Carolina
$231K +$186 +3 +0.1%
LWM
2117
Liberty Wealth Management
California
$231K -$7.82K -126 -3%
CM
2118
Columbus Macro
Pennsylvania
$230K +$9.12K +147 +4%
SP
2119
Symmetry Partners
Connecticut
$230K -$2.67K -43 -1%
AAS
2120
Annex Advisory Services
Wisconsin
$230K +$8K +129 +4%
MAG
2121
M3 Advisory Group
Massachusetts
$230K – – –
BW
2122
Balance Wealth
Ohio
$228K – – –
BCM
2123
BTC Capital Management
Iowa
$228K -$214K -3,455 -48%
IFS
2124
Ifrah Financial Services
Arkansas
$228K -$14.8K -238 -6%
CPCM
2125
Cardinal Point Capital Management
Ontario, Canada
$226K +$226K +3,648 New
83 84
85
86 87