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 %
DC
551
Destiny Capital
Colorado
$8.19M +$364K +5,852 +5%
HF
552
Halpern Financial
Virginia
$8.18M +$30.4K +492 +0.4%
UWPG
553
Ullmann Wealth Partners Group
Florida
$8.13M -$167K -2,686 -2%
MCM
554
Magnolia Capital Management
New York
$8.13M -$12.5K -200 -0.2%
CFC
555
Coyle Financial Counsel
Illinois
$8.13M +$148K +2,526 +2%
CCWA
556
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.1M +$583K +9,356 +8%
MIM
557
MetLife Investment Management
New Jersey
$8.09M -$58.6K -940 -0.7%
SFI
558
SPC Financial Inc
Maryland
$8.08M +$759K +12,185 +10%
D
559
Dentgroup
Louisiana
$8.07M +$2.14M +34,320 +36%
TA
560
Tectonic Advisors
Texas
$8.06M +$360K +5,770 +5%
SFB
561
STAR Financial Bank
Indiana
$8.04M -$829K -13,309 -9%
LSPW
562
Lake Street Private Wealth
Illinois
$8.02M +$406K +6,517 +5%
FG
563
Fiduciary Group
Georgia
$7.99M +$176K +2,826 +2%
AA
564
Advisory Alpha
Michigan
$7.98M -$52.7K -845 -0.7%
MF
565
Montis Financial
Massachusetts
$7.95M +$7.95M +127,600 New
SW
566
StrongBox Wealth
Missouri
$7.94M +$799K +12,828 +11%
AIMC
567
Alley Investment Management Company
Illinois
$7.93M +$2.03M +32,646 +35%
MOS
568
MGO One Seven
Ohio
$7.93M +$653K +10,482 +9%
PWW
569
Pettyjohn Wood & White
Virginia
$7.89M +$100K +1,608 +1%
RIA
570
Richwood Investment Advisors
Ohio
$7.85M -$180K -2,882 -2%
GWMR
571
GC Wealth Management RIA
Massachusetts
$7.85M -$35.9K -576 -0.5%
CNBTD
572
Citizens National Bank Trust Department
Mississippi
$7.8M -$27.6K -443 -0.4%
CWM
573
Cahill Wealth Management
Michigan
$7.79M -$30.2K -485 -0.4%
RFG
574
RFP Financial Group
Georgia
$7.78M +$207K +3,319 +3%
FNBOH
575
First National Bank of Hutchinson
Kansas
$7.77M -$126K -2,025 -2%
21 22
23
24 25