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 %
FFW
1501
Fusion Family Wealth
New York
$707K -$7.67K -123 -1%
PG
1502
Prostatis Group
Maryland
$706K -$120K -1,927 -15%
GS
1503
GTS Securities
New York
$706K -$1.05M -16,792 -60%
KL
1504
KWMG LLC
Kansas
$706K -$1.87K -30 -0.3%
BIP
1505
Blueprint Investment Partners
North Carolina
$699K +$7.29K +117 +1%
ERWM
1506
Elk River Wealth Management
Colorado
$697K -$24.3K -390 -3%
MSA
1507
Marathon Strategic Advisors
Pennsylvania
$695K -$11K -176 -2%
CCP
1508
Clarkston Capital Partners
Michigan
$693K – – –
WCM
1509
Wealthcare Capital Management
Virginia
$691K -$139K -2,238 -17%
KFI
1510
Key Financial Inc
Pennsylvania
$688K – – –
CCA
1511
Clarity Capital Advisors
Florida
$684K +$2.62K +42 +0.4%
SL
1512
SWMG LLC
Texas
$682K +$73.4K +1,121 +12%
W
1513
WPWealth
Texas
$681K -$997 -16 -0.1%
MWM
1514
Maltin Wealth Management
New Jersey
$681K +$21.1K +338 +3%
AMM
1515
American Money Management
California
$680K -$7.1K -114 -1%
FFP
1516
FourThought Financial Partners
Florida
$679K +$26.9K +432 +4%
ATC
1517
Adirondack Trust Company
New York
$679K – – –
PS
1518
Planned Solutions
California
$679K +$1.81K +29 +0.3%
Luther King Capital Management (LKCM)
1519
Luther King Capital Management (LKCM)
Texas
$676K -$795K – –
CPSC
1520
Carl P. Sherr & Co
Massachusetts
$674K -$9.97K -160 -1%
APW
1521
Austin Private Wealth
Texas
$673K +$32.8K +527 +5%
FNWM
1522
Financial Network Wealth Management
Utah
$671K – – –
KWS
1523
Keystone Wealth Services
California
$668K +$374 +6 +0.1%
OCG
1524
Opus Capital Group
Ohio
$667K -$5.3K -85 -0.8%
GWM
1525
Graybill Wealth Management
Illinois
$665K +$2.56K +41 +0.4%
59 60
61
62 63