IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,282 hedge funds and large institutions have $70.4B invested in iShares Core S&P Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 1,055 increasing their positions, 750 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,282
Holders Change
+81
Holders Change %
+3.68%
% of All Funds
33.01%
Holding in Top 10
350
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.45%
% of All Funds
5.06%
New
158
Increased
1,055
Reduced
750
Closed
50
Calls
$50.4M
Puts
$3.12M
Net Calls
+$47.3M
Net Calls Change
+$12.2M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$538M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$407M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$360M
4
UBS Group
UBS Group
Switzerland
+$171M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.4M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$677M
2
SFC
Strategic Financial Concepts
Texas
-$255M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$240M
4
HNB
Huntington National Bank
Ohio
-$229M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Marietta Wealth Management
Georgia
$18.4M +$546K +8,768 +3%
WHG
327
Westwood Holdings Group
Texas
$18.3M +$13.8M +221,244 +304%
WH
328
Whitcomb & Hess
Ohio
$18.3M -$270K -4,333 -1%
LIM
329
Leavell Investment Management
Alabama
$18.3M +$392K +6,295 +2%
APW
330
Acima Private Wealth
Virginia
$18.3M +$275K +4,411 +2%
ST
331
Smithfield Trust
Pennsylvania
$18.2M +$479K +7,676 +3%
AWM
332
AAF Wealth Management
Massachusetts
$18.2M +$101K +1,619 +0.6%
NRI
333
NFP Retirement Inc
California
$18M +$666K +10,686 +4%
CIM
334
CIM Investment Management
Pennsylvania
$18M -$109K -1,750 -0.6%
CA
335
Cambridge Advisors
Nebraska
$17.9M +$638K +10,239 +4%
CT
336
Coastline Trust
Rhode Island
$17.8M -$6.2M -99,455 -26%
PA
337
Pinnacle Associates
New York
$17.7M -$69.6M -251,036 -80%
PWMAG
338
Pinnacle Wealth Management Advisory Group
New Jersey
$17.5M +$41.4K +665 +0.2%
HTIM
339
Harbour Trust & Investment Management
Indiana
$17.3M +$1.29M +20,624 +8%
CFIA
340
Cantor Fitzgerald Investment Advisors
New York
$17.3M +$3.45M +55,302 +25%
FMN
341
Financial Management Network
California
$17.2M +$948K +15,217 +6%
PPW
342
PACK Private Wealth
Minnesota
$17.2M +$389K +6,249 +2%
DWA
343
Divergent Wealth Advisors
Utah
$17M +$605K +9,705 +4%
CASB
344
Cape Ann Savings Bank
Massachusetts
$16.9M +$234K +3,750 +1%
CGA
345
Crescent Grove Advisors
Illinois
$16.9M +$43.4K +696 +0.3%
BBHC
346
Brown Brothers Harriman & Co
New York
$16.8M +$8.33M +133,589 +98%
MCWS
347
McKinley Carter Wealth Services
West Virginia
$16.7M +$375K +6,022 +2%
NPF
348
Norris Perne & French
Michigan
$16.5M +$316K +5,072 +2%
CA
349
Centerpoint Advisors
Massachusetts
$16.4M +$146K +2,335 +0.9%
MSA
350
Marino Stram & Associates
Massachusetts
$16.2M +$331K +5,313 +2%
12 13
14
15 16