IJH icon

iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
751
Sather Financial Group
Texas
$4.42M -$60.7K -1,000 -1%
SW
752
Simplicity Wealth
New Jersey
$4.42M +$4.42M +72,742 New
NL
753
NEPC LLC
Massachusetts
$4.4M
SWP
754
Summit Wealth Partners
Florida
$4.39M +$368K +6,057 +9%
PA
755
PFG Advisors
Arizona
$4.37M -$75.4K -1,241 -2%
HWM
756
HighMark Wealth Management
Minnesota
$4.35M +$156K +2,562 +4%
HH
757
Hilltop Holdings
Texas
$4.34M +$152K +2,495 +4%
SFMG
758
Sage Financial Management Group
Virginia
$4.33M +$201K +3,306 +5%
EI
759
Ellevest Inc
New York
$4.33M +$871K +14,339 +25%
HIMC
760
Heritage Investors Management Corp
Maryland
$4.33M +$14.9K +245 +0.3%
RWA
761
River Wealth Advisors
Pennsylvania
$4.31M -$256K -4,215 -6%
TWC
762
TD Waterhouse Canada
Ontario, Canada
$4.31M -$222K -3,164 -5%
IWM
763
IHT Wealth Management
Illinois
$4.3M +$224K +3,680 +5%
QCIG
764
Quad-Cities Investment Group
Iowa
$4.3M +$212K +3,488 +5%
PWM
765
Partnership Wealth Management
Maryland
$4.3M +$114K +1,875 +3%
UBS AM
766
UBS AM
Illinois
$4.29M +$433K +7,124 +11%
VC
767
Vestor Capital
Illinois
$4.25M -$1.04M -17,056 -20%
GLA
768
Good Life Advisors
Pennsylvania
$4.22M -$251K -4,128 -6%
GAA
769
Guardian Asset Advisors
Pennsylvania
$4.2M +$1.06M +17,425 +34%
VFP
770
Verus Financial Partners
Virginia
$4.19M -$42.8K -705 -1%
NSAM
771
North Star Asset Management
Wisconsin
$4.19M -$6.3M -103,654 -60%
Jane Street
772
Jane Street
New York
$4.17M +$4.17M +68,663 New
WHG
773
Westwood Holdings Group
Texas
$4.15M +$50.4K +830 +1%
UBG
774
United Bank (Georgia)
Georgia
$4.14M -$31.5K -518 -0.8%
WPC
775
Wedmont Private Capital
Pennsylvania
$4.13M +$14K +234 +0.3%