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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 %
IPW
2176
Inlet Private Wealth
Florida
$202K +$202K +3,465 New
EFG
2177
Ehrlich Financial Group
California
$202K -$10.5K -180 -5%
SIA
2178
Schechter Investment Advisors
Michigan
$201K +$12.1K +208 +6%
ALWM
2179
Andrews Lucia Wealth Management
California
$201K – – –
PSIWM
2180
Paradigm Strategies in Wealth Management
Minnesota
$201K +$467 +8 +0.2%
BF
2181
Brogan Financial
Tennessee
$201K +$583 +10 +0.3%
FFA
2182
Frazier Financial Advisors
Ohio
$201K +$17.7K +304 +10%
UWP
2183
Uniting Wealth Partners
Kansas
$200K – – –
WPA
2184
Wealth Preservation Advisors
Tennessee
$195K +$195K +3,347 New
NEWAS
2185
N.E.W. Advisory Services
Wisconsin
$191K +$191K +3,275 New
WCAMG
2186
Woodard & Company Asset Management Group
North Carolina
$186K -$1.52K -26 -0.8%
GA
2187
GoalVest Advisory
New York
$184K – – –
PSB
2188
Piscataqua Savings Bank
New Hampshire
$181K – – –
CWM
2189
Compass Wealth Management
Connecticut
$180K – – –
SO
2190
Sierra Ocean
California
$178K – – –
Schroder Investment Management Group
2191
Schroder Investment Management Group
United Kingdom
$178K -$66.3K -1,136 -27%
SN
2192
Sittner & Nelson
Oregon
$176K +$54.9K +941 +45%
CCM
2193
Cloud Capital Management
Washington
$176K +$176K +3,023 New
MHR
2194
Matthew Hamilton Rosenberg
$176K +$584 +10 +0.3%
OL
2195
one8zero8 LLC
North Carolina
$174K – – –
LC
2196
Lavaca Capital
Texas
$174K -$564K -9,659 -76%
AGWCA
2197
Annis Gardner Whiting Capital Advisors
Florida
$173K – – –
CW
2198
Curio Wealth
Maryland
$169K -$152M -2,704 -100%
BFP
2199
Briaud Financial Planning
Texas
$162K +$162K +2,785 New
AF
2200
Abound Financial
California
$161K +$161K +2,760 New
86 87
88
89 90