IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,201 hedge funds and large institutions have $64.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 957 increasing their positions, 822 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
Holding in Top 10
345
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.27%
% of All Funds
5.02%
New
125
Increased
957
Reduced
822
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$323M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$99M
5
LPL Financial
LPL Financial
California
+$89.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$231M
2
GA
GFS Advisors
Texas
-$211M
3
BWIA
Bryant Woods Investment Advisors
New York
-$73.6M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$72.6M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTFG
951
Capstone Triton Financial Group
Oklahoma
$2.28M -$4.04K -69 -0.2%
CPRC
952
Consolidated Portfolio Review Corp
New York
$2.26M -$819K -14,000 -27%
AWMNH
953
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.26M +$2.26M +38,578 New
Betterment LLC
954
Betterment LLC
New York
$2.26M +$246K +4,201 +12%
1IA
955
1834 Investment Advisors
Wisconsin
$2.25M -$13.7K -234 -0.6%
CL
956
COWA LLC
Oklahoma
$2.25M +$73.1K +1,250 +3%
CPP
957
Capasso Planning Partners
South Carolina
$2.25M +$383K +6,541 +21%
ASW
958
Astoria Strategic Wealth
Texas
$2.23M -$6.5K -111 -0.3%
LFP
959
Lakeshore Financial Planning
Michigan
$2.23M +$12.8K +219 +0.6%
BA
960
Ballew Advisors
Mississippi
$2.22M +$59K +970 +3%
GC
961
Guggenheim Capital
Illinois
$2.2M -$40.2K -687 -2%
PWA
962
Pillar Wealth Advisors
Pennsylvania
$2.2M -$960K -16,399 -30%
RT
963
Rockland Trust
Massachusetts
$2.19M -$34.6K -592 -2%
EC
964
Estate Counselors
Wisconsin
$2.17M -$6.38K -109 -0.3%
CSIC
965
Clifford Swan Investment Counsel
California
$2.17M – – –
IAA
966
Independent Advisor Alliance
North Carolina
$2.16M +$749K +12,798 +53%
CW
967
CIC Wealth
Maryland
$2.16M +$5.56K +95 +0.3%
BA
968
Bridge Advisory
California
$2.16M -$222K -3,786 -9%
LIM
969
Letson Investment Management
Georgia
$2.15M – – –
SFC
970
Strategic Financial Concepts
Texas
$2.14M +$2.09M +4,065,314 +3,840%
EW
971
Enzi Wealth
Texas
$2.14M -$26.1K -450 -1%
SAM
972
Silvercrest Asset Management
New York
$2.13M -$4.74K -81 -0.2%
OC
973
Opinicus Capital
Florida
$2.13M +$89.5K +1,530 +4%
HNWAG
974
High Net Worth Advisory Group
Florida
$2.12M -$11.1K -190 -0.5%
CMAI
975
Capital Management Associates Inc
Minnesota
$2.12M +$1.62M +27,723 +328%
37 38
39
40 41