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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 %
AA
1801
Ashford Advisors
New York
$390K – – –
MBFW
1802
Morton Brown Family Wealth
Pennsylvania
$389K – – –
SWM
1803
Sugarloaf Wealth Management
Georgia
$386K +$249 +4 +0.1%
AIC
1804
Archer Investment Corporation
Indiana
$385K -$13.3K -213 -3%
FB
1805
First Bancorp
Maine
$384K -$748 -12 -0.2%
BW
1806
Bison Wealth
Georgia
$382K +$382K +6,136 New
MCM
1807
Morton Capital Management
California
$382K +$382K +6,123 New
RFG
1808
Range Financial Group
Oregon
$381K -$15.9K -255 -4%
AL
1809
ADE LLC
Maryland
$380K – – –
ESBC
1810
E.S. Barr & Co
Kentucky
$379K – – –
PWMG
1811
Pinnacle Wealth Management Group
Michigan
$379K +$25.1K +402 +7%
FA
1812
Faithward Advisors
Pennsylvania
$378K – – –
RW
1813
RVW Wealth
California
$377K +$44.4K +712 +13%
MHWM
1814
Montz Harcus Wealth Management
Louisiana
$377K +$1.31K +21 +0.3%
HHAA
1815
Henry H. Armstrong Associates
Pennsylvania
$377K – – –
GFPC
1816
Global Financial Private Client
Florida
$376K +$168K +2,700 +81%
FF
1817
Fox Financial
Pennsylvania
$376K – – –
AA
1818
Auxano Advisors
Washington
$374K +$1.43K +23 +0.4%
PSA
1819
Plum Street Advisors
Louisiana
$373K – – –
ADL
1820
Asset Dedication LLC
California
$373K +$9.97K +160 +3%
CWMS
1821
Cannon Wealth Management Services
North Carolina
$372K +$372K +5,970 New
ACI
1822
Alpha Cubed Investments
California
$370K +$10.6K +170 +3%
WP
1823
WealthPLAN Partners
Nebraska
$370K -$99.2K -1,592 -21%
WAL
1824
W Advisors LLC
Tennessee
$370K -$872 -14 -0.2%
LB
1825
Legacy Bridge
Iowa
$369K +$19.3K +310 +6%
71 72
73
74 75