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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 %
MSWA
2301
Marshall & Sterling Wealth Advisors
New York
$55.7K – – –
BIM
2302
Breakwater Investment Management
Washington
$55.5K – – –
TIM
2303
Total Investment Management
Arizona
$54.2K +$54.2K +874 New
KFP
2304
Keener Financial Planning
Texas
$51K +$5.84K +95 +13%
RF
2305
Roxbury Financial
New Jersey
$49.8K +$1.68K +27 +3%
IF
2306
Integrity Financial
Wyoming
$48.1K – – –
CIA
2307
Cape Investment Advisory
Georgia
$46.5K – – –
NFSG
2308
Newbridge Financial Services Group
Florida
$43.1K -$747K -12,049 -95%
OW
2309
Olistico Wealth
Oklahoma
$43.1K – – –
AIM
2310
Access Investment Management
Georgia
$41.9K +$41.9K +675 New
DAM
2311
Delta Asset Management
Tennessee
$41.2K – – –
FIM
2312
FWL Investment Management
Texas
$41.2K – – –
LI
2313
LRI Investments
Florida
$40.4K -$18.1K -292 -31%
VWM
2314
Vermillion Wealth Management
Minnesota
$40.3K +$30.8K +496 +324%
TWD
2315
True Wealth Design
Ohio
$38.8K – – –
PCA
2316
PMV Capital Advisers
Texas
$38.3K +$38.3K +617 New
MSFP
2317
Mark Sheptoff Financial Planning
Connecticut
$37.6K – – –
WAG
2318
Windsor Advisory Group
Ohio
$35.7K +$35.7K +575 New
TC
2319
Truvestments Capital
Florida
$35.5K -$19.7K -318 -36%
EA
2320
Evolution Advisers
Virginia
$35K – – –
ACA
2321
American Capital Advisory
Idaho
$34.9K – – –
EWA
2322
Elevate Wealth Advisory
Georgia
$33.5K – – –
RIA
2323
Realta Investment Advisors
Delaware
$32.7K -$20.3K -328 -38%
ACB
2324
Aristotle Capital Boston
Massachusetts
$31.4K -$124K -2,000 -80%
MWM
2325
MorganRosel Wealth Management
Colorado
$31K – – –
91 92
93
94 95