IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,211 hedge funds and large institutions have $65B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 892 increasing their positions, 915 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,211
Holders Change
+52
Holders Change %
+2.41%
% of All Funds
32.05%
Holding in Top 10
353
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.12%
New
151
Increased
892
Reduced
915
Closed
75
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$402M
2
Bank of America
Bank of America
North Carolina
+$283M
3
RJA
Raymond James & Associates
Florida
+$272M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$230M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$127M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.11B
2
HNB
Huntington National Bank
Ohio
-$197M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$173M
4
Cerity Partners
Cerity Partners
New York
-$139M
5
LPL Financial
LPL Financial
California
-$85M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
676
Opes Wealth Management
California
$5.35M -$43.2K -712 -0.8%
FMC
677
First Merchants Corp
Indiana
$5.31M -$125K -2,054 -2%
MC
678
Middleton & Co
Massachusetts
$5.29M +$407K +6,696 +8%
MPPLM
679
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.29M -$76.7K -1,262 -1%
LPT
680
Legacy Private Trust
Wisconsin
$5.26M +$296K +4,875 +6%
CFO
681
CVA Family Office
Colorado
$5.23M -$164K -2,705 -3%
CAG
682
Crestwood Advisors Group
Massachusetts
$5.22M -$119K -1,955 -2%
SC
683
Stephenson & Company
California
$5.2M +$457K +7,527 +10%
MWA
684
Muirfield Wealth Advisors
North Carolina
$5.2M -$42.1K -693 -0.8%
CIR
685
Clear Investment Research
Georgia
$5.17M -$650K -10,699 -11%
R
686
Rebalance
California
$5.16M +$144K +2,378 +3%
AL
687
Aspiriant LLC
California
$5.15M -$432K -7,115 -8%
BCG
688
BayBridge Capital Group
California
$5.13M +$195K +3,414 +4%
AWA
689
Arete Wealth Advisors
Illinois
$5.12M -$318K -5,238 -6%
NEAM
690
New England Asset Management
Connecticut
$5.12M – – –
FIA
691
Foundations Investment Advisors
Arizona
$5.11M +$1.55M +25,520 +44%
CSPIA
692
Cary Street Partners Investment Advisory
Virginia
$5.11M +$241K +3,964 +5%
CAGAS
693
Capital Advisory Group Advisory Services
Minnesota
$5.07M -$16.7K -275 -0.3%
SS
694
Sound Stewardship
Kansas
$5.07M +$200K +3,299 +4%
LFG
695
Leverty Financial Group
Wisconsin
$5.05M +$101K +1,661 +2%
GF
696
Gries Financial
Ohio
$5.04M -$163K -2,677 -3%
CWM
697
Cornerstone Wealth Management
Missouri
$5.02M -$287K -4,730 -5%
GA
698
Goldstein Advisors
Wisconsin
$5.01M +$84.9K +1,398 +2%
FCP
699
Fidelis Capital Partners
Florida
$5M +$641K +10,550 +15%
KAS
700
KPP Advisory Services
Kentucky
$4.99M +$4.99M +82,173 New
26 27
28
29 30