IJH icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
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
Envestnet Asset Management
Illinois
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$323M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$99M
5
LPL Financial
LPL Financial
California
+$89.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$231M
2
GA
GFS Advisors
Texas
-$211M
3
BWIA
Bryant Woods Investment Advisors
New York
-$73.6M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$72.6M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1226
Calamos Wealth Management
Illinois
$1.19M -$58.5K -999 -5%
LMIM
1227
Lockheed Martin Investment Management
Maryland
$1.19M – – –
AssetMark Inc
1228
AssetMark Inc
California
$1.18M +$999K +17,078 +557%
TFA
1229
Tranquilli Financial Advisor
New Jersey
$1.18M +$410K +7,079 +54%
TWM
1230
Thrive Wealth Management
Pennsylvania
$1.17M +$59 +1 +0%
LSA
1231
Lansing Street Advisors
Pennsylvania
$1.17M -$8.43K -144 -0.7%
MJRIC
1232
Mogy Joel R Investment Counsel
California
$1.16M -$7.32K -125 -0.6%
RA
1233
Ruggaard & Associates
Ohio
$1.16M – – –
LA
1234
Legacy Advisors
Pennsylvania
$1.16M – – –
CWC
1235
Carolinas Wealth Consulting
North Carolina
$1.15M +$85.4K +1,460 +8%
PWM
1236
PBMares Wealth Management
Virginia
$1.15M +$176 +3 +0%
TFGT
1237
TS Financial Group (TSFG)
Illinois
$1.14M +$114K +1,943 +11%
CHA
1238
Carmichael Hill & Associates
Maryland
$1.14M -$45.1K -770 -4%
WA
1239
WBH Advisory
Maryland
$1.13M -$34.6K -591 -3%
SC
1240
SouthState Corp
Florida
$1.13M +$92.1K +1,574 +9%
BFA
1241
Buttonwood Financial Advisors
Maryland
$1.13M -$4.8K -82 -0.4%
QCM
1242
Quantinno Capital Management
New York
$1.13M +$345K +5,901 +44%
ATS
1243
Ashton Thomas Securities
New York
$1.12M +$1.12M +19,470 New
DACG
1244
Donor Advised Charitable Giving
California
$1.12M +$59.2K +1,012 +6%
TNBTD
1245
Trustmark National Bank Trust Department
Mississippi
$1.12M +$94.8K +1,620 +9%
MAM
1246
MMA Asset Management
Pennsylvania
$1.11M +$23.8K +406 +2%
PIMG
1247
Patriot Investment Management Group
Tennessee
$1.1M -$68.5K -1,170 -6%
I
1248
INVST
Indiana
$1.1M -$21.3M -366,619 -95%
TPA
1249
Trivium Point Advisory
Connecticut
$1.1M +$87.3K +1,491 +9%
PTB
1250
Pioneer Trust Bank
Oregon
$1.09M -$5.56K -95 -0.5%
48 49
50
51 52