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 %
ITIM
1551
Indiana Trust & Investment Management
Indiana
$634K -$34.3K -550 -5%
WFS
1552
WealthGarden F.S.
California
$633K +$141K +2,265 +29%
RBC
1553
Romano Brothers & Co
Illinois
$632K – – –
ACP
1554
Aviance Capital Partners
Florida
$628K – – –
RIG
1555
RiverFront Investment Group
Virginia
$627K -$176K -2,832 -22%
TWP
1556
Tempus Wealth Planning
California
$626K +$186K +2,984 +42%
FAFN
1557
First Affirmative Financial Network
Colorado
$625K +$625K +10,022 New
OPAM
1558
Ocean Park Asset Management
California
$623K +$623K +10,004 New
CF
1559
Corebridge Financial
Texas
$623K -$810K -13,000 -57%
RA
1560
Rise Advisors
New York
$619K -$90.7K -1,456 -13%
SW
1561
Simplicity Wealth
New Jersey
$619K -$3.86M -61,891 -86%
CWP
1562
CFM Wealth Partners
Texas
$619K +$2.18K +35 +0.4%
MCCA
1563
Mill Creek Capital Advisors
Pennsylvania
$618K +$240K +3,851 +63%
GWP
1564
Gen-Wealth Partners
Michigan
$617K – – –
ZIG
1565
Zullo Investment Group
Pennsylvania
$616K -$8.66K -139 -1%
IA
1566
Inspire Advisors
Idaho
$616K +$44.7K +718 +8%
SP
1567
Stonebrook Private
Michigan
$615K -$46.2K -742 -7%
EFG
1568
Ethos Financial Group
Pennsylvania
$613K +$15.1K +242 +3%
PCA
1569
Prosperity Capital Advisors
Ohio
$610K -$40.7K -653 -6%
RFP
1570
Root Financial Partners
California
$610K +$361K +5,786 +145%
HGA
1571
Hobbs Group Advisors
South Carolina
$609K +$40.5K +650 +7%
IPWA
1572
International Private Wealth Advisors
California
$607K +$1.62K +26 +0.3%
FPCP
1573
Fort Point Capital Partners
California
$606K -$14K -224 -2%
SBLIC
1574
Security Benefit Life Insurance Company
Kansas
$605K – – –
NPP
1575
New Potomac Partners
Maryland
$603K +$62 +1 +0%
61 62
63
64 65