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 %
GPA
1226
Garrison Point Advisors
California
$1.17M +$27.3K +450 +2%
NWMG
1227
National Wealth Management Group
Ohio
$1.16M +$163K +2,682 +16%
BCM
1228
Brookmont Capital Management
Texas
$1.15M -$282K -4,643 -20%
OPA
1229
Old Port Advisors
Maine
$1.15M -$23.6K -389 -2%
ACG
1230
Allen Capital Group
Nebraska
$1.15M +$304 +5 +0%
PTB
1231
Pioneer Trust Bank
Oregon
$1.14M +$5.77K +95 +0.5%
AFO
1232
Allie Family Office
Florida
$1.14M -$654K -10,759 -36%
GI
1233
GAMMA Investing
California
$1.13M +$775K +12,755 +219%
RPGK
1234
Retirement Planning Group (Kansas)
Kansas
$1.11M – – –
GL
1235
Gerber LLC
Ohio
$1.11M +$882K +14,515 +388%
MAM
1236
MMA Asset Management
Pennsylvania
$1.11M -$61.7K -1,039 -5%
CWC
1237
Carolinas Wealth Consulting
North Carolina
$1.11M +$285K +4,685 +35%
SDWMA
1238
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.1M +$2.31K +38 +0.2%
DACG
1239
Donor Advised Charitable Giving
California
$1.1M -$20.3K -334 -2%
WCAMG
1240
Woodard & Company Asset Management Group
North Carolina
$1.1M -$43.1K -709 -4%
PCM
1241
Pointe Capital Management
Michigan
$1.1M +$29.6K +487 +3%
WCM
1242
Wealthcare Capital Management
Virginia
$1.1M -$89.9K -1,480 -8%
AIM
1243
Anchor Investment Management
South Carolina
$1.09M -$1.22K -20 -0.1%
WH
1244
Willner & Heller
California
$1.09M -$65.9K -1,085 -6%
SFG
1245
Sovereign Financial Group
Connecticut
$1.09M +$19.6K +323 +2%
USCWA
1246
U.S. Capital Wealth Advisors
Texas
$1.09M +$205K +3,369 +23%
CFO
1247
Collective Family Office
Pennsylvania
$1.09M +$103K +1,700 +11%
SC
1248
SouthState Corp
Florida
$1.08M +$368K +6,056 +52%
EIA
1249
Edgemoor Investment Advisors
Maryland
$1.07M – – –
BWA
1250
Beam Wealth Advisors
Louisiana
$1.06M +$34.3K +565 +3%
48 49
50
51 52