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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 %
CTWM
2226
Cherry Tree Wealth Management
Minnesota
$146K – – –
RBC
2227
Roble Belko & Company
Pennsylvania
$144K +$24.7K +399 +21%
FGC
2228
Financial Gravity Companies
Texas
$143K +$143K +2,304 New
PFA
2229
Pillar Financial Advisors
Kentucky
$142K – – –
T
2230
Transce3nd
Texas
$141K +$34.4K +555 +32%
KB
2231
Kimelman & Baird
New York
$140K – – –
FUBT
2232
First United Bank & Trust
Maryland
$137K -$5.27K -85 -4%
KFGG
2233
Keystone Financial Group (Georgia)
Georgia
$137K – – –
RFA
2234
Reyes Financial Architecture
California
$134K – – –
CPG
2235
Cornerstone Planning Group
New Jersey
$133K -$12.6K -200 -9%
WWM
2236
Woodside Wealth Management
Massachusetts
$132K – – –
WB
2237
Webster Bank
Connecticut
$130K – – –
FFC
2238
First Financial Corp
Indiana
$129K -$36.1K -582 -22%
RFA
2239
Register Financial Advisors
Georgia
$128K -$15.7K -253 -11%
HFS
2240
Hughes Financial Services
Virginia
$128K -$7.27K -116 -5%
CWM
2241
Copia Wealth Management
Oregon
$127K -$16.7K -269 -12%
HC
2242
Hara Capital
Washington
$127K – – –
RMC
2243
Resources Management Corp
Connecticut
$127K – – –
MIM
2244
MTM Investment Management
South Carolina
$126K – – –
SMA
2245
Sage Mountain Advisors
Georgia
$126K – – –
MFA
2246
Morling Financial Advisors
California
$125K – – –
RI
2247
Ridgewood Investments
New Jersey
$124K – – –
DWA
2248
Delos Wealth Advisors
Texas
$124K +$124K +2,000 New
CMBA
2249
C.M. Bidwell & Associates
Hawaii
$123K – – –
CW
2250
Curio Wealth
Maryland
$119K +$119K +1,917 +63,900%
88 89
90
91 92