IJH icon

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 %
FFA
1226
First Foundation Advisors
California
$1.27M -$595K -9,554 -32%
LA
1227
Legacy Advisors
Pennsylvania
$1.27M +$33.3K +534 +3%
LMIM
1228
Lockheed Martin Investment Management
Maryland
$1.26M – – –
PFG
1229
PAX Financial Group
Texas
$1.26M +$508K +8,154 +68%
WP
1230
WealthShield Partners
North Carolina
$1.26M +$338K +5,420 +37%
SC
1231
Sapient Capital
Indiana
$1.26M -$24K -385 -2%
CWA
1232
Continuum Wealth Advisors
New York
$1.26M -$10.3K -165 -0.8%
ST
1233
Spinnaker Trust
Maine
$1.25M -$77K -1,235 -6%
LSA
1234
Lansing Street Advisors
Pennsylvania
$1.25M +$4.55K +73 +0.4%
PWM
1235
PBMares Wealth Management
Virginia
$1.25M +$24.9K +400 +2%
WCWM
1236
Wooster Corthell Wealth Management
Connecticut
$1.25M -$28.9K -464 -2%
CA
1237
CGN Advisors
Kansas
$1.25M -$378K -6,062 -23%
CIS
1238
Continental Investors Services
Washington
$1.24M -$62.5K -1,011 -5%
LC
1239
Lincoln Capital
Nebraska
$1.24M -$79K -1,267 -6%
EWA
1240
ERTS Wealth Advisors
Michigan
$1.24M -$232K -3,723 -16%
TWM
1241
Thrive Wealth Management
Pennsylvania
$1.24M -$13.4K -215 -1%
PFA
1242
Pinnacle Family Advisors
Missouri
$1.24M -$152K -2,444 -11%
APP
1243
Avantax Planning Partners
Iowa
$1.23M -$181K -2,912 -13%
BLC
1244
Brown, Lisle/Cummings
Rhode Island
$1.23M -$189K -3,025 -13%
RRA
1245
Round Rock Advisors
Connecticut
$1.23M -$60.8K -975 -5%
WC
1246
Waterloo Capital
Texas
$1.23M +$433K +6,949 +54%
SAM
1247
S.A. Mason
Michigan
$1.23M +$98.8K +1,585 +9%
KHC
1248
Koesten Hirschmann & Crabtree
Kansas
$1.23M -$37.4K -600 -3%
TCB
1249
Texas Capital Bancshares
Texas
$1.22M +$77.8K +1,248 +7%
RA
1250
Ruggaard & Associates
Ohio
$1.22M -$14.3K -230 -1%
48 49
50
51 52