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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,282 hedge funds and large institutions have $70.4B invested in iShares Core S&P Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 1,055 increasing their positions, 750 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,282
Holders Change
+81
Holders Change %
+3.68%
% of All Funds
33.01%
Holding in Top 10
350
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.45%
% of All Funds
5.06%
New
158
Increased
1,055
Reduced
750
Closed
50
Calls
$50.4M
Puts
$3.12M
Net Calls
+$47.3M
Net Calls Change
+$12.2M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$538M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$407M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$360M
4
UBS Group
UBS Group
Switzerland
+$171M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.4M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$677M
2
SFC
Strategic Financial Concepts
Texas
-$255M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$240M
4
HNB
Huntington National Bank
Ohio
-$229M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
1126
Marco Investment Management
Georgia
$1.68M +$166K +2,660 +11%
CD
1127
Chapin Davis
Maryland
$1.68M -$37.5K -601 -2%
TMWM
1128
Taylor & Morgan Wealth Management
Michigan
$1.68M – – –
CIS
1129
Connors Investor Services
Pennsylvania
$1.67M +$59.5K +955 +4%
MMHP
1130
Murphy Middleton Hinkle & Parker
Georgia
$1.67M -$69.1K -1,109 -4%
PA
1131
PSI Advisors
Florida
$1.66M -$347K -5,561 -17%
AWA
1132
Aaron Wealth Advisors
Illinois
$1.66M +$2.93K +47 +0.2%
MWAM
1133
Manhattan West Asset Management
California
$1.65M -$1.82M -29,231 -52%
BFG
1134
Baron Financial Group
New Jersey
$1.65M -$72.9K -1,170 -4%
CFG
1135
Cosner Financial Group
Colorado
$1.65M -$1.68K -27 -0.1%
LSAG
1136
Lake Street Advisors Group
New Hampshire
$1.65M +$1.62K +26 +0.1%
IFO
1137
Independent Family Office
New York
$1.65M +$71.7K +1,165 +5%
BSG
1138
Black Swift Group
Colorado
$1.64M +$1.64M +26,375 New
BAM
1139
Berkshire Asset Management
Pennsylvania
$1.63M – – –
GI
1140
GAMMA Investing
California
$1.63M +$103K +1,649 +7%
VF
1141
Vawter Financial
Ohio
$1.63M +$116K +1,858 +8%
MAWCM
1142
Mine & Arao Wealth Creation & Management
California
$1.63M +$3.8K +61 +0.2%
KLCM
1143
KG&L Capital Management
Louisiana
$1.62M -$10.8K -173 -0.7%
TW
1144
TritonPoint Wealth
Maryland
$1.6M -$98.1K -1,575 -6%
FA
1145
Fiducient Advisors
Illinois
$1.6M -$8.97K -144 -0.6%
WE
1146
Wealth Effects
Massachusetts
$1.6M – – –
SCM
1147
Sterling Capital Management
North Carolina
$1.6M +$1.6M +25,648 New
EK
1148
Evensky & Katz
Florida
$1.6M -$90K -1,444 -5%
QCM
1149
Quantinno Capital Management
New York
$1.59M +$394K +6,320 +33%
MAS
1150
Madden Advisory Services
Florida
$1.58M -$9.54K -153 -0.6%
44 45
46
47 48