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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,211 hedge funds and large institutions have $65B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 892 increasing their positions, 915 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,211
Holders Change
+52
Holders Change %
+2.41%
% of All Funds
32.05%
Holding in Top 10
353
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.12%
New
151
Increased
892
Reduced
915
Closed
75
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$402M
2
Bank of America
Bank of America
North Carolina
+$283M
3
RJA
Raymond James & Associates
Florida
+$272M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$230M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$127M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.11B
2
HNB
Huntington National Bank
Ohio
-$197M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$173M
4
Cerity Partners
Cerity Partners
New York
-$139M
5
LPL Financial
LPL Financial
California
-$85M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1701
Greenhouse Wealth Management
Connecticut
$421K +$972 +16 +0.2%
4WM
1702
4J Wealth Management
Virginia
$420K -$54K -889 -11%
TW
1703
Transform Wealth
Colorado
$420K +$118K +1,942 +39%
LMKC
1704
L.M. Kohn & Company
Ohio
$417K -$9.23K -152 -2%
PAA
1705
Peregrine Asset Advisers
Oregon
$416K – – –
MAM
1706
Marquette Asset Management
Minnesota
$415K -$102K -1,675 -20%
OWMIAS
1707
One Wealth Management Investment & Advisory Services
Florida
$414K -$61.4K -1,010 -13%
VCAM
1708
Van Cleef Asset Management
Ohio
$413K +$911 +15 +0.2%
RFG
1709
Range Financial Group
Oregon
$413K -$99.9K -1,645 -19%
WIA
1710
World Investment Advisors
California
$411K -$186K -3,059 -31%
OIA
1711
Optimum Investment Advisors
Illinois
$411K – – –
AO
1712
Advisor OS
Illinois
$410K +$30.2K +497 +8%
BG
1713
Benedetti & Gucer
Georgia
$410K -$77.7K -1,277 -16%
SFG
1714
Sunburst Financial Group
Alabama
$410K +$98.7K +1,635 +32%
FGG
1715
Financial Guidance Group
Florida
$409K – – –
NAS
1716
Nicolet Advisory Services
Wisconsin
$409K -$8.4K -140 -2%
CFAM
1717
Center For Asset Management
Florida
$409K – – –
WFAG
1718
Worth Financial Advisory Group
North Carolina
$407K – – –
SF
1719
Safeguard Financial
Wisconsin
$406K +$121 +2 +0%
BCP
1720
Berkeley Capital Partners
Georgia
$404K +$17.3K +284 +4%
MIAS
1721
Mason Investment Advisory Services
Virginia
$403K -$39.8K -655 -9%
HAM
1722
Harmony Asset Management
Arizona
$402K +$59.8K +985 +17%
ERIM
1723
Eagle Ridge Investment Management
Connecticut
$401K +$6.26K +103 +2%
MSCM
1724
McElhenny Sheffield Capital Management
Texas
$400K -$44.2K -727 -10%
VAF
1725
Values Added Financial
District of Columbia
$399K +$61 +1 +0%
67 68
69
70 71