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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 %
HWP
2376
Highline Wealth Partners
California
$4.45K – – –
TVWM
2377
Tower View Wealth Management
Wisconsin
$4.31K – – –
NWM
2378
Navigoe Wealth Management
California
$4K – – –
HR
2379
Howe & Rusling
New York
$3.85K -$6.24K -107 -62%
FFL
2380
Financial Freedom LLC
Ohio
$3.38K – – –
CSWG
2381
Cardinal Strategic Wealth Guidance
Kentucky
$3.33K – – –
AFS
2382
Anderson Financial Strategies
Ohio
$2.92K +$1.46K +25 +100%
PWM
2383
Parkworth Wealth Management
California
$2.39K – – –
HIMS
2384
Hager Investment Management Services
New Hampshire
$2.04K – – –
WA
2385
WPG Advisers
Maryland
$1.46K – – –
BGWM
2386
Bridge Generations Wealth Management
Florida
$1.17K – – –
Amundi
2387
Amundi
France
$1.11K – – –
GC
2388
Gould Capital
Washington
$934 – – –
EWA
2389
EQ Wealth Advisors
Texas
$934 +$934 +16 New
WOC
2390
West Oak Capital
California
$671 – – –
MAM
2391
Morse Asset Management
Connecticut
$584 – – –
LC
2392
Luminist Capital
Michigan
$293 – – –
TRCT
2393
Tower Research Capital (TRC)
New York
$117 +$117 +2 New
KGP
2394
Keystone Global Partners
Colorado
$116 +$116 +2 New
CYG
2395
Clean Yield Group
Vermont
$1 -$1 – –
Balyasny Asset Management
2396
Balyasny Asset Management
Illinois
– -$227M -3,642,109 Closed
Manulife (Manufacturers Life Insurance)
2397
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$51.6M -827,547 Closed
FFAM
2398
Forge First Asset Management
Canada
– -$24.2M -389,200 Closed
NHFG
2399
New Harbor Financial Group
Massachusetts
– -$22.6M -362,276 Closed
PHS
2400
PFM Health Sciences
California
– -$21.7M -347,637 Closed
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96
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