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 %
VIM
926
Vista Investment Management
Pennsylvania
$2.62M +$9.96K +164 +0.4%
HNB
927
Hilltop National Bank
Wyoming
$2.6M +$2.6M +42,845 New
QWM
928
Quadcap Wealth Management
Texas
$2.6M -$46.2K -760 -2%
SGK
929
Steigerwald Gordon & Koch
Virginia
$2.59M +$19.2K +316 +0.7%
WCFA
930
Walkner Condon Financial Advisors
Wisconsin
$2.59M +$81.2K +1,337 +3%
SB
931
Strategic Blueprint
Georgia
$2.58M +$418K +6,883 +19%
WAM
932
Weinberger Asset Management
California
$2.58M -$198K -3,265 -7%
DFA
933
Delta Financial Advisors
Louisiana
$2.58M – – –
BFW
934
Brady Family Wealth
Missouri
$2.58M -$2.31K -38 -0.1%
BHBT
935
Burke & Herbert Bank & Trust
Virginia
$2.56M +$19.7K +324 +0.8%
WCWM
936
Willow Creek Wealth Management
California
$2.54M +$3.95K +65 +0.2%
KIA
937
KCM Investment Advisors
California
$2.52M -$45.1K -742 -2%
FG
938
Fairman Group
Pennsylvania
$2.51M +$501K +8,247 +25%
CPC
939
Consolidated Planning Corp
Georgia
$2.51M -$34.3K -565 -1%
KP
940
Keel Point
Alabama
$2.5M – – –
CPC
941
Congress Park Capital
New York
$2.5M +$75.4K +1,241 +3%
SF
942
SWP Financial
California
$2.5M +$314K +5,170 +14%
BFM
943
Broadview Financial Management
Wisconsin
$2.48M -$58.6K -965 -2%
WS
944
Wedbush Securities
California
$2.48M -$138K -2,267 -5%
FCB
945
First County Bank
Connecticut
$2.48M -$401K -6,597 -14%
SYBT
946
Stock Yards Bank & Trust
Kentucky
$2.48M +$104K +1,720 +4%
TW
947
TritonPoint Wealth
Maryland
$2.47M -$1.41M -24,595 -36%
PCA
948
Providence Capital Advisors
North Carolina
$2.47M +$76.6K +1,261 +3%
BA
949
Bridge Advisory
California
$2.47M -$757K -12,456 -23%
PCMF
950
Private Capital Management (Florida)
Florida
$2.46M +$12.4K +204 +0.5%
36 37
38
39 40