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 %
SWM
1776
Selective Wealth Management
Virginia
$415K -$182K -2,936 -30%
RC
1777
Roundview Capital
New Jersey
$414K +$30.9K +495 +8%
HAM
1778
Harmony Asset Management
Arizona
$413K – – –
RCP
1779
Rothschild Capital Partners
New York
$413K -$561 -9 -0.1%
LMKC
1780
L.M. Kohn & Company
Ohio
$411K +$28.1K +451 +7%
BWM
1781
BCGM Wealth Management
Indiana
$410K -$15.2K -244 -4%
OBWG
1782
Onyx Bridge Wealth Group
New York
$410K +$2.06K +33 +0.5%
EFG
1783
Elios Financial Group
Ohio
$408K +$408K +6,551 New
MFP
1784
Meridian Financial Partners
Virginia
$407K – – –
ICM
1785
IMS Capital Management
Oregon
$406K -$62.3K -1,000 -13%
PWP
1786
Phillips Wealth Planners
Mississippi
$406K +$88K +1,379 +28%
SIMG
1787
Sonora Investment Management Group
Arizona
$404K +$192K +3,085 +91%
FM
1788
Foster & Motley
Ohio
$402K +$1.56K +25 +0.4%
AC
1789
Apella Capital
Connecticut
$402K +$130K +2,101 +48%
MTC
1790
McDaniel Terry & Co
Texas
$401K – – –
LA
1791
LexAurum Advisors
Kansas
$401K -$19.7K -316 -5%
PWA
1792
Provenance Wealth Advisors
Florida
$400K -$249 -4 -0.1%
KC
1793
Kingfisher Capital
North Carolina
$400K +$1.5K +24 +0.4%
BCP
1794
Berkeley Capital Partners
Georgia
$399K +$1.06K +17 +0.3%
FMI
1795
F/M Investments
District of Columbia
$397K – – –
FFM
1796
Forum Financial Management
Illinois
$392K +$25K +401 +7%
JPMIA
1797
J.P. Marvel Investment Advisors
Massachusetts
$392K – – –
CST
1798
Charles Schwab Trust
Nevada
$392K – – –
CPBTD
1799
Central Pacific Bank - Trust Division
Hawaii
$391K – – –
DWM
1800
Dopkins Wealth Management
New York
$390K -$17.8K -285 -4%
70 71
72
73 74