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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 %
GCA
1801
Gradient Capital Advisors
California
$347K -$121 -2 -0%
BAM
1802
BOS Asset Management
Illinois
$347K -$13.5K -223 -4%
RFWA
1803
RPg Family Wealth Advisory
Massachusetts
$345K -$104K -1,720 -23%
DJSG
1804
D.J. St. Germain
Massachusetts
$345K -$2.43K -40 -0.7%
TF
1805
Trek Financial
Arizona
$345K -$25.8K -425 -7%
TBNY
1806
Trustco Bank (New York)
New York
$340K – – –
MWM
1807
McNaughton Wealth Management
California
$340K – – –
LB
1808
Legacy Bridge
Iowa
$340K +$16.7K +275 +5%
GFG
1809
GR Financial Group
Arizona
$339K -$181K -2,980 -35%
GHAM
1810
Gilman Hill Asset Management
Connecticut
$338K – – –
MCM
1811
Mattern Capital Management
Colorado
$337K -$192K -3,165 -36%
BTW
1812
Boston Trust Walden
Massachusetts
$333K – – –
SAM
1813
Strategy Asset Managers
California
$332K +$1.46K +24 +0.4%
WG
1814
Welch Group
Alabama
$332K +$30.7K +505 +10%
FFO
1815
Fiduciary Family Office
Florida
$331K -$94.1K -1,232 -22%
RFA
1816
Resurgent Financial Advisors
Georgia
$329K +$36.4K +599 +12%
RDWM
1817
Red Door Wealth Management
Tennessee
$329K -$121 -2 -0%
SRWM
1818
Shira Ridge Wealth Management
California
$328K +$3.22K +53 +1%
FP
1819
Financial Perspectives
Minnesota
$328K +$3.89K +64 +1%
ACM
1820
AlphaStar Capital Management
North Carolina
$328K +$33.8K +556 +11%
MPW
1821
Monterey Private Wealth
California
$327K +$22.6K +372 +7%
QT
1822
Quantbot Technologies
New York
$327K +$327K +5,379 New
HWP
1823
Hibernia Wealth Partners
Louisiana
$327K +$66.7K +1,099 +26%
CCA
1824
Criterion Capital Advisors
Tennessee
$326K -$2.61K -43 -0.8%
BWP
1825
Bernardo Wealth Planning
Pennsylvania
$326K +$61 +1 +0%
71 72
73
74 75