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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 %
FFA
1601
Founders Financial Alliance
North Carolina
$569K -$7.79K -125 -1%
SNB
1602
Security National Bank
Nebraska
$567K – – –
SF
1603
Safeguard Financial
Wisconsin
$567K +$150K +2,411 +36%
FI
1604
FWG Investments
Kentucky
$566K +$46.9K +752 +9%
OA
1605
Operose Advisors
Wisconsin
$566K +$111K +1,786 +24%
AFC
1606
Adaptive Financial Consulting
Ohio
$565K +$3.24K +52 +0.6%
PAMG
1607
Patton Albertson Miller Group
Tennessee
$565K – – –
PP
1608
Prosperity Planning
Missouri
$563K -$2.62K -42 -0.5%
LFRG
1609
Lazard Frères Gestion
France
$563K – – –
WHCFA
1610
William Howard & Co Financial Advisors
Tennessee
$562K +$58.4K +937 +12%
CWM
1611
Centurion Wealth Management
Virginia
$562K +$562K +9,017 New
WC
1612
Wynn Capital
Georgia
$560K – – –
GWP
1613
Gateway Wealth Partners
Wisconsin
$558K -$834K -13,381 -60%
RWA
1614
Redhawk Wealth Advisors
Minnesota
$558K -$85.3K -1,369 -13%
SIAP
1615
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$558K +$34K +545 +6%
SSA
1616
Sierra Summit Advisors
Nevada
$558K -$28K -450 -5%
GA
1617
Geller Advisors
New York
$557K – – –
HFS
1618
Howard Financial Services
Texas
$553K -$188K -3,010 -25%
CHAM
1619
Clear Harbor Asset Management
Connecticut
$553K +$6.23K +100 +1%
AIP
1620
ARS Investment Partners
New York
$552K +$116K +1,863 +27%
FH
1621
FWG Holdings
Florida
$550K -$14.8K -236 -3%
DCM
1622
Dimension Capital Management
Florida
$550K – – –
MIS
1623
Morningstar Investment Services
Illinois
$548K +$172K +2,758 +46%
EHC
1624
Everett Harris & Co
California
$547K +$48K +771 +10%
SVWAG
1625
Sound View Wealth Advisors Group
Georgia
$547K +$281K +4,501 +105%
63 64
65
66 67