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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.

Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.02%
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
1
Envestnet Asset Management
Illinois
$1.42B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.08B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.88B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$591M
5
LPL Financial
5
LPL Financial
California
$2.34B

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$229M
2
GA
2
GFS Advisors
Texas
$11M
3
BWIA
3
Bryant Woods Investment Advisors
New York
$19.8M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Rafferty Asset Management
5
Rafferty Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Horizon Investments
North Carolina
$105M +$41.1M +701,510 +64%
FT
77
Fiduciary Trust
Massachusetts
$105M -$3.15M -53,826 -3%
CWM
78
Cahaba Wealth Management
Georgia
$104M +$2.22M +37,899 +2%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$103M -$9.45M -161,333 -8%
WT
80
Whittier Trust
California
$98.3M +$3.48M +59,439 +4%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$95.5M +$47.3M +809,116 +98%
LW
82
Linscomb Wealth
Texas
$93.4M -$1.18M -20,233 -1%
Fidelity International
83
Fidelity International
Bermuda
$92.7M -$54.1M -924,606 -37%
BPWM
84
Badgley Phelps Wealth Managers
Washington
$92.5M +$470K +8,025 +0.5%
Bessemer Group
85
Bessemer Group
New Jersey
$92.5M +$3.56M +60,903 +4%
AIM
86
Acropolis Investment Management
Missouri
$92.3M +$3.27M +55,908 +4%
BF
87
BOK Financial
Oklahoma
$92.1M -$923K -15,774 -1%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$89.6M +$747K +12,761 +0.8%
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$88.1M +$1.36M +23,192 +2%
SPIA
90
Steward Partners Investment Advisory
New York
$86.4M +$2.95M +50,351 +4%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$86M +$41.7M +712,232 +94%
State Street
92
State Street
Massachusetts
$85.4M -$774K -13,219 -0.9%
LWMT
93
Legacy Wealth Management (Tennessee)
Tennessee
$84.2M -$2.33M -39,850 -3%
LFS
94
Lutz Financial Services
Nebraska
$84M +$501K +8,565 +0.6%
KAS
95
Kestra Advisory Services
Texas
$83.9M +$11.7M +206,381 +16%
M&T Bank
96
M&T Bank
New York
$82.9M -$942K -16,103 -1%
FIB
97
First Interstate Bank
Montana
$82.6M +$107K +1,833 +0.1%
VFA
98
Valeo Financial Advisors
Indiana
$80.6M +$76.8M +1,312,132 +2,029%
BFPW
99
BOK Financial Private Wealth
Colorado
$78.6M +$1.44M +24,688 +2%
KA
100
Klingman & Associates
New York
$76.6M +$2.04M +34,853 +3%
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