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 %
ST
1426
Somerset Trust
Pennsylvania
$813K – – –
QWP
1427
Quotient Wealth Partners
Texas
$811K -$54.8K -880 -6%
PSF
1428
Pacific Sun Financial
California
$808K +$1.25K +20 +0.2%
SFP
1429
Shepherd Financial Partners
Massachusetts
$806K -$31.2K -501 -4%
TI
1430
Truepoint Inc
Ohio
$801K +$25.7K +412 +3%
O3W
1431
Omni 360 Wealth
New Jersey
$800K +$8.1K +130 +1%
4FG
1432
4Thought Financial Group
New York
$799K +$416K +6,679 +109%
PIA
1433
Panoramic Investment Advisors
Colorado
$791K +$791K +12,685 New
GSC
1434
Ground Swell Capital
South Carolina
$790K +$790K +12,681 New
HPM
1435
Hoxton Planning & Management
West Virginia
$788K +$71.7K +1,150 +10%
ZIC
1436
ZWJ Investment Counsel
Georgia
$783K – – –
SCA
1437
Sage Capital Advisors
South Dakota
$783K +$2.87K +46 +0.4%
SWA
1438
Strategies Wealth Advisors
Michigan
$782K -$59.6K -957 -7%
WPC
1439
Waters Parkerson & Co
Louisiana
$780K +$41.1K +660 +6%
MSFS
1440
Main Street Financial Solutions
Pennsylvania
$778K +$374 +6 +0%
WDG
1441
Wealth Dimensions Group
Ohio
$778K -$810 -13 -0.1%
HWA
1442
Hilltop Wealth Advisors
North Carolina
$778K -$90.5K -1,453 -10%
WLPWM
1443
Walled Lake Planning & Wealth Management
Illinois
$776K -$5.17K -83 -0.7%
SC
1444
Stephens Consulting
Michigan
$776K -$1.75K -28 -0.2%
SWM
1445
Shelton Wealth Management
Texas
$775K – – –
IRAG
1446
Investment Research & Advisory Group
Georgia
$772K +$44.6K +716 +6%
ERIM
1447
Eagle Ridge Investment Management
Connecticut
$772K +$303K +4,865 +65%
WP
1448
Westmount Partners
California
$771K +$1.43K +23 +0.2%
RWM
1449
Ritholtz Wealth Management
New York
$771K -$210K -3,375 -21%
AFG
1450
ABLE Financial Group
Arizona
$770K -$26.7K -428 -3%
56 57
58
59 60