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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
33.02%
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
1
Raymond James & Associates
Florida
$1.71B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.67B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.58B
4
UBS Group
4
UBS Group
Switzerland
$1.54B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.6B

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$460K
2
SFC
2
Strategic Financial Concepts
Texas
$4.49M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$389M
4
HNB
4
Huntington National Bank
Ohio
$258M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
101
Vicus Capital
Pennsylvania
$79.6M +$655K +10,508 +0.8%
CAM
102
Chandler Asset Management
California
$78.5M -$107K -1,715 -0.1%
SFG
103
Sage Financial Group
Pennsylvania
$78.4M +$1.36M +21,893 +2%
AIA
104
Ally Invest Advisors
North Carolina
$75.7M -$37.5M -601,560 -33%
TIAA Trust, National Association
105
TIAA Trust, National Association
North Carolina
$75.6M -$1.79M -28,697 -2%
LRIA
106
Leonard Rickey Investment Advisors
Washington
$74.7M +$303K +4,860 +0.4%
GIM
107
Goelzer Investment Management
Indiana
$73.6M +$2.74M +43,938 +4%
PA
108
Planning Alternatives
Michigan
$73.3M +$238K +3,826 +0.3%
RWB
109
RMR Wealth Builders
New Jersey
$71.3M +$2.13M +34,155 +3%
DIP
110
DT Investment Partners
Pennsylvania
$71.3M +$2.12M +34,015 +3%
AFG
111
Arkansas Financial Group
Arkansas
$71.2M -$542K -8,699 -0.8%
RWM
112
RKL Wealth Management
Pennsylvania
$70.4M +$2.56M +41,133 +4%
EH
113
Equitable Holdings
New York
$70.4M +$4.83M +77,473 +7%
TFO
114
Tarbox Family Office
California
$70.3M +$38.4K +616 +0.1%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$69.8M +$38.2M +613,009 +121%
SWP
116
Stratos Wealth Partners
Ohio
$68.8M +$2.73M +43,785 +4%
LI
117
LVZ Inc
Michigan
$68.6M +$1.74M +27,982 +3%
MGIA
118
Moneta Group Investment Advisors
Missouri
$67.3M +$718K +11,519 +1%
BP
119
Ballentine Partners
Massachusetts
$66.4M +$11M +176,757 +20%
AWE
120
Avidian Wealth Enterprises
Texas
$65.6M +$2.87M +46,072 +5%
Citigroup
121
Citigroup
New York
$65.5M +$22.1M +354,585 +51%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$65M – – –
PFM
123
Phillips Financial Management
Indiana
$64.7M -$3.95M -63,385 -6%
IWC
124
Integrated Wealth Concepts
Massachusetts
$64.4M +$16.1M +259,039 +33%
CCFCSB
125
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M -$102K -1,632 -0.2%
3 4
5
6 7