IJH icon

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 %
PFA
2226
Pillar Financial Advisors
Kentucky
$133K – – –
MWA
2227
Moser Wealth Advisors
Washington
$132K +$58K +994 +78%
CF
2228
Collier Financial
Colorado
$132K +$57.1K +979 +77%
BCMLT
2229
Beacon Capital Management LLC (Tennessee)
Tennessee
$132K +$292 +5 +0.2%
KB
2230
Kimelman & Baird
New York
$131K +$131K +2,250 New
SIS
2231
Sound Income Strategies
Florida
$129K +$56.1K +962 +77%
CPG
2232
Cornerstone Planning Group
New Jersey
$128K +$334 +6 +0.3%
TC
2233
Trust Company
Kansas
$128K – – –
HWA
2234
Heritage Wealth Advisors
Virginia
$127K -$83.1K -1,425 -40%
HFS
2235
Hughes Financial Services
Virginia
$127K +$127K +2,157 New
KWM
2236
Kiker Wealth Management
Georgia
$126K +$49.8K +853 +65%
RFA
2237
Reyes Financial Architecture
California
$126K – – –
KFGG
2238
Keystone Financial Group (Georgia)
Georgia
$125K – – –
WWM
2239
Woodside Wealth Management
Massachusetts
$124K +$124K +2,125 New
WB
2240
Webster Bank
Connecticut
$123K -$13.7K -235 -10%
VWA
2241
Valued Wealth Advisors
Utah
$122K +$467 +8 +0.4%
HHGA
2242
Halbert Hargrove Global Advisors
California
$121K +$49.2K +844 +68%
RMC
2243
Resources Management Corp
Connecticut
$120K – – –
HC
2244
Hara Capital
Washington
$120K -$120K -2,050 -50%
MIM
2245
MTM Investment Management
South Carolina
$119K – – –
SMA
2246
Sage Mountain Advisors
Georgia
$118K – – –
MFA
2247
Morling Financial Advisors
California
$117K – – –
RI
2248
Ridgewood Investments
New Jersey
$117K – – –
CMBA
2249
C.M. Bidwell & Associates
Hawaii
$116K – – –
HC
2250
Hoese & Co
Minnesota
$115K – – –
88 89
90
91 92