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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 %
HFS
1676
Haverford Financial Services
Pennsylvania
$499K – – –
GSIS
1677
Global Strategic Investment Solutions
Arizona
$498K +$1.68K +27 +0.3%
PIA
1678
Powell Investment Advisors
Florida
$498K +$40.2K +645 +9%
MCA
1679
Martin Capital Advisors
Texas
$497K – – –
LGW
1680
Leslie Global Wealth
Illinois
$495K +$179K +2,870 +57%
NCM
1681
NCM Capital Management
New Jersey
$494K +$11.1K +178 +2%
HIP
1682
HUB Investment Partners
Texas
$489K -$13.7K -220 -3%
GIA
1683
Guyasuta Investment Advisors
Pennsylvania
$488K +$357K +5,729 +272%
SRC
1684
Shufro Rose & Co
New York
$488K – – –
LWCFA
1685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$487K +$101K +1,625 +26%
SAW
1686
Signal Advisors Wealth
Michigan
$485K +$485K +7,789 New
CWM
1687
Concentric Wealth Management
California
$484K +$7.42K +119 +2%
AFG
1688
Albion Financial Group
Utah
$484K -$1.68K -27 -0.3%
DMC
1689
Drexel Morgan & Co
Pennsylvania
$483K – – –
PAM
1690
Peak Asset Management
Colorado
$483K – – –
WMA
1691
Wealth Management Associates
New Jersey
$483K -$623 -10 -0.1%
TL
1692
Tradewinds LLC
North Carolina
$480K +$62 +1 +0%
KAH
1693
Kathryn A. Hall
$480K – – –
NG
1694
Norden Group
Utah
$479K -$39K -625 -8%
SAM
1695
SP Asset Management
California
$479K +$623 +10 +0.1%
MSCM
1696
McElhenny Sheffield Capital Management
Texas
$478K +$44.4K +712 +10%
PWM
1697
Paulson Wealth Management
Illinois
$478K +$2.49K +40 +0.5%
FA
1698
Fermata Advisors
California
$477K -$5.8K -93 -1%
CPA
1699
Clear Point Advisors
New York
$476K -$59.8K -960 -11%
MHIC
1700
Marble Harbor Investment Counsel
Massachusetts
$476K – – –
66 67
68
69 70