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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 %
BHWM
2301
Beaird Harris Wealth Management
Texas
$51.1K +$4.09K +70 +9%
RIA
2302
Realta Investment Advisors
Delaware
$49.9K -$175 -3 -0.3%
VBA
2303
von Borstel & Associates
Oregon
$49K +$49K +840 New
RF
2304
Roxbury Financial
New Jersey
$48K +$124 +2 +0.3%
IF
2305
Integrity Financial
Wyoming
$45.2K +$7.88K +135 +21%
CIA
2306
Cape Investment Advisory
Georgia
$43.8K – – –
SWIM
2307
Smallwood Wealth Investment Management
New Jersey
$43.8K +$43.8K +750 New
SWC
2308
Spectrum Wealth Counsel
Indiana
$42.9K – – –
BDPWM
2309
Barnes Dennig Private Wealth Management
Ohio
$42.3K +$42.3K +725 New
KFP
2310
Keener Financial Planning
Texas
$42K – – –
AF
2311
Atala Financial
California
$41.4K – – –
OW
2312
Olistico Wealth
Oklahoma
$40.6K -$58.9K -1,010 -59%
WBC
2313
West Branch Capital
Massachusetts
$39.5K – – –
FIM
2314
FWL Investment Management
Texas
$38.8K – – –
DAM
2315
Delta Asset Management
Tennessee
$38.8K +$12.3K +210 +46%
WF
2316
Wayfinding Financial
Washington
$37K +$37K +650 New
CWM
2317
CarsonAllaria Wealth Management
Illinois
$36.9K +$5.43K +93 +17%
TWD
2318
True Wealth Design
Ohio
$36.5K – – –
MSFP
2319
Mark Sheptoff Financial Planning
Connecticut
$35.4K +$3.03K +52 +9%
Q1WB
2320
Quest 10 Wealth Builders
Virginia
$33.4K -$37.7K -646 -53%
ACA
2321
American Capital Advisory
Idaho
$32.8K +$32.8K +562 New
SIS
2322
Strategic Investment Solutions
Illinois
$32.4K – – –
SFC
2323
SYM Financial Corp
Indiana
$32.3K – – –
HCP
2324
Hexagon Capital Partners
Arkansas
$32.3K +$1.11K +19 +4%
EA
2325
Evolution Advisers
Virginia
$32K -$680 -12 -2%
91 92
93
94 95