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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 %
MFC
1426
Morris Financial Concepts
South Carolina
$720K -$12.1K -207 -2%
LA
1427
LM Advisors
California
$720K -$43.9K -750 -6%
UB
1428
Umpqua Bank
Oregon
$720K -$2.93K -50 -0.4%
IIC
1429
Ironwood Investment Counsel
Arizona
$718K +$12K +205 +2%
PMFA
1430
Plante Moran Financial Advisors
Michigan
$717K -$54.7K -935 -7%
WP
1431
Westmount Partners
California
$716K +$1.04K +18 +0.1%
SHJ
1432
Sharkey, Howes & Javer
Colorado
$715K +$59 +1 +0%
TNB
1433
Thomasville National Bank
Georgia
$712K -$106K -1,815 -13%
Legacy Financial Group (Iowa)
1434
Legacy Financial Group (Iowa)
Iowa
$712K -$70.2K -1,200 -9%
SWM
1435
SFG Wealth Management
Maryland
$711K -$6.96K -119 -1%
GEA
1436
Glen Eagle Advisors
New Jersey
$710K +$19.2K +328 +3%
PP
1437
Patten & Patten
Tennessee
$708K -$22.5K -384 -3%
PFG
1438
PAX Financial Group
Texas
$706K +$43.4K +742 +7%
RZH
1439
Relyea Zuckerberg Hanson
Connecticut
$705K +$1.99K +34 +0.3%
RIA
1440
Realta Investment Advisors
Delaware
$704K +$103K +1,765 +17%
LWM
1441
Luminvest Wealth Management
Arizona
$703K – – –
ECM
1442
EagleClaw Capital Management
Massachusetts
$702K – – –
SHFA
1443
SC&H Financial Advisors
Maryland
$700K +$105K +1,790 +18%
HFS
1444
Howard Financial Services
Texas
$695K -$54.4K -930 -7%
CAM
1445
Carret Asset Management
New York
$694K +$69.7K +1,191 +11%
WPC
1446
Waters Parkerson & Co
Louisiana
$694K +$24.3K +415 +4%
NIWA
1447
New Insight Wealth Advisors
California
$692K +$42.2K +721 +6%
NG
1448
NWK Group
California
$691K +$6.2K +106 +0.9%
PCG
1449
Prosperity Consulting Group
Maryland
$690K +$253K +4,330 +58%
CPA
1450
Cardiff Park Advisors
California
$689K +$702 +12 +0.1%
56 57
58
59 60