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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 %
SW
2151
SMART Wealth
Nebraska
$210K -$18.1K -310 -8%
GC
2152
Garde Capital
Washington
$210K – – –
VBWMG
2153
Von Berge Wealth Management Group
California
$210K +$512 +9 +0.2%
CB
2154
CNB Bank
Pennsylvania
$210K – – –
AIA
2155
Accelerate Investment Advisors
California
$210K -$25.9K -444 -11%
AAS
2156
Annex Advisory Services
Wisconsin
$209K +$1.81K +31 +0.9%
ACM
2157
Aspen Capital Management
Idaho
$209K +$209K +3,576 New
EP
2158
EPIQ Partners
Minnesota
$209K – – –
HIC
2159
Holderness Investments Company
North Carolina
$209K – – –
DC
2160
Darrow Company
Massachusetts
$208K -$934 -16 -0.4%
GWA
2161
Gutierrez Wealth Advisory
Arkansas
$208K +$208K +3,570 New
CM
2162
Columbus Macro
Pennsylvania
$208K -$117 -2 -0.1%
CWMS
2163
Cannon Wealth Management Services
North Carolina
$207K +$58 +1 +0%
BAG
2164
Bridgewealth Advisory Group
California
$207K -$5.25K -90 -2%
BBA
2165
Braun-Bostich & Associates
Pennsylvania
$206K – – –
MOACM
2166
Mutual of America Capital Management
New York
$206K +$206K +3,523 New
CWM
2167
Chemistry Wealth Management
New York
$205K – – –
MPM
2168
Meritage Portfolio Management
Kansas
$205K +$2.33K +40 +1%
WA
2169
Wealth Architects
California
$205K +$205K +3,515 New
PG
2170
Prostatis Group
Maryland
$205K -$454K -7,775 -69%
CFA
2171
Capstone Financial Advisors
Illinois
$204K +$525 +9 +0.3%
TCOTS
2172
Trust Company of the South
North Carolina
$204K -$4.6M -78,848 -96%
TCM
2173
TD Capital Management
Tennessee
$204K +$467 +8 +0.2%
WW
2174
Westshore Wealth
California
$203K -$4.55K -78 -2%
FCM
2175
Fogel Capital Management
Florida
$203K – – –
85 86
87
88 89