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 %
NPFS
1051
Novak & Powell Financial Services
Florida
$1.83M -$749K -12,339 -29%
HCA
1052
Harbour Capital Advisors
Virginia
$1.83M – – –
SI
1053
Saxon Interests
Texas
$1.81M -$21.5K -354 -1%
CW
1054
Connectus Wealth
Ohio
$1.81M -$24.5M -403,409 -93%
CFSG
1055
Community Financial Services Group
Vermont
$1.81M +$1.81M +29,725 New
MW
1056
Marcum Wealth
Ohio
$1.8M +$43.5K +716 +2%
BB
1057
Berkshire Bank
Massachusetts
$1.78M -$56.2K -925 -3%
CC
1058
Cadinha & Co
Hawaii
$1.78M +$5.28K +87 +0.3%
AWP
1059
Ascent Wealth Partners
New York
$1.78M +$66.6K +1,096 +4%
V
1060
VeraBank
Texas
$1.77M -$132K -2,178 -7%
PO
1061
Private Ocean
California
$1.77M -$185K -3,042 -9%
CCM
1062
Condor Capital Management
New Jersey
$1.76M -$22K -363 -1%
AFC
1063
AFT Forsyth & Company
Florida
$1.75M +$1.03K +17 +0.1%
MC
1064
Moors & Cabot
Massachusetts
$1.75M +$240K +3,959 +16%
MHS
1065
M Holdings Securities
Oregon
$1.74M +$1.74M +28,677 New
TFF
1066
The Family Firm
Maryland
$1.74M -$38.3K -630 -2%
FSWA
1067
Financial Synergies Wealth Advisors
Texas
$1.73M -$716K -11,790 -29%
TFG
1068
Taylor Financial Group
Virginia
$1.73M +$77.1K +1,270 +5%
FPGK
1069
Financial Partners Group (Kansas)
Kansas
$1.73M +$25.1K +414 +1%
EWA
1070
EverSource Wealth Advisors
Alabama
$1.72M +$179K +3,135 +12%
RWMG
1071
Redwood Wealth Management Group
New Jersey
$1.72M +$3.46K +57 +0.2%
MBTD
1072
Mechanics Bank - Trust Department
California
$1.72M – – –
BFG
1073
Baron Financial Group
New Jersey
$1.71M +$21K +345 +1%
MI
1074
Moneywise Inc
Virginia
$1.71M -$75.4K -1,242 -4%
BMWM
1075
Brown Miller Wealth Management
Virginia
$1.71M -$42K -692 -2%
41 42
43
44 45