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 %
WFA
826
Wellspring Financial Advisors
Ohio
$3.54M -$13.8M -4,989,014 -80%
ACM
827
AUA Capital Management
Pennsylvania
$3.54M -$55.9K -920 -2%
MCM
828
MidAtlantic Capital Management
Virginia
$3.53M +$18.7K +308 +0.5%
BFG
829
Bleakley Financial Group
New Jersey
$3.52M -$96.7K -1,592 -3%
BFO
830
Boston Family Office
Massachusetts
$3.52M +$69.8K +1,149 +2%
CAM
831
Cozad Asset Management
Illinois
$3.5M +$147K +2,414 +4%
PAM
832
Palisade Asset Management
Minnesota
$3.46M -$20K -330 -0.6%
BFS
833
Bradley Foster & Sargent
Connecticut
$3.46M -$45.6K -751 -1%
FWM
834
Forza Wealth Management
Florida
$3.45M – – –
SA
835
SpiderRock Advisors
Delaware
$3.44M +$3.44M +59,030 New
ES
836
Eagle Strategies
New York
$3.44M +$3.44M +56,591 New
BCMIO
837
Beacon Capital Management Inc (Ohio)
Ohio
$3.43M +$66.2K +1,096 +2%
CA
838
Crumly & Associates
Illinois
$3.42M -$82.7K -1,362 -2%
NW
839
NewEdge Wealth
Pennsylvania
$3.41M +$627K +10,831 +23%
KV
840
Kickstand Ventures
New York
$3.4M -$4.04M -66,475 -54%
Empower Advisory Group
841
Empower Advisory Group
Colorado
$3.37M +$424K +6,979 +14%
WA
842
Wealth Alliance
New York
$3.34M -$264K -4,347 -7%
GWM
843
Geneos Wealth Management
Colorado
$3.34M -$105K -1,732 -3%
LWM
844
Lyell Wealth Management
California
$3.34M +$120K +1,980 +4%
NP
845
NorthRock Partners
Minnesota
$3.33M +$829K +13,641 +33%
UL
846
Unionview LLC
Washington
$3.32M +$31K +511 +0.9%
WWA
847
WCG Wealth Advisors
Nevada
$3.32M -$193K -3,172 -5%
CAG
848
Csenge Advisory Group
Florida
$3.31M +$260K +4,286 +9%
WIA
849
Wetzel Investment Advisors
Indiana
$3.31M +$22.6K +400 +0.7%
RFA
850
RTD Financial Advisors
Pennsylvania
$3.3M +$1.23M +20,289 +59%
32 33
34
35 36