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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 %
QCM
1376
Quantinno Capital Management
New York
$812K -$15.8K -260 -2%
Legacy Financial Group (Iowa)
1377
Legacy Financial Group (Iowa)
Iowa
$811K +$811K +13,359 New
CT
1378
Clearstead Trust
Maine
$811K +$32.3K +532 +4%
MSFS
1379
Main Street Financial Solutions
Pennsylvania
$810K +$72.8K +1,198 +10%
TIM
1380
Thompson Investment Management
Wisconsin
$810K +$100K +1,649 +14%
BWAM
1381
Boyd Watterson Asset Management
Ohio
$810K – – –
AFG
1382
Atomi Financial Group
New York
$805K -$9.23K -152 -1%
RSS
1383
Rosenblum Silverman Sutton
California
$804K – – –
TFA
1384
Tranquilli Financial Advisor
New Jersey
$802K +$802K +13,209 New
SC
1385
Sepio Capital
Utah
$802K – – –
PFGIA
1386
Patriot Financial Group Insurance Agency
Massachusetts
$802K +$16K +263 +2%
PMFA
1387
Plante Moran Financial Advisors
Michigan
$801K +$117K +1,925 +17%
SC
1388
Stephens Consulting
Michigan
$801K -$1.22K -20 -0.2%
NFC
1389
Northeast Financial Consultants
Connecticut
$799K +$121 +2 +0%
LA
1390
LM Advisors
California
$793K -$258K -4,250 -25%
SBIA
1391
Sheaff Brock Investment Advisors
Indiana
$792K +$273K +4,500 +53%
ST
1392
Somerset Trust
Pennsylvania
$792K +$18.6K +306 +2%
PSF
1393
Pacific Sun Financial
California
$786K – – –
ACP
1394
Aveo Capital Partners
Colorado
$784K +$11.1K +190 +1%
OLVIG
1395
Oliver Lagore Vanvalin Investment Group
Michigan
$783K +$223K +3,668 +40%
HFS
1396
Howard Financial Services
Texas
$778K -$8.63K -142 -1%
EWM
1397
Executive Wealth Management
Michigan
$778K -$4.89K -81 -0.6%
HC
1398
Hamilton Capital
Ohio
$778K +$1.76K +29 +0.2%
GAM
1399
Gemmer Asset Management
California
$777K +$10.3K +169 +1%
SP
1400
Stonebrook Private
Michigan
$773K -$57.3K -943 -7%
54 55
56
57 58