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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,201 hedge funds and large institutions have $64.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 957 increasing their positions, 822 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
Holding in Top 10
345
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.27%
% of All Funds
5.02%
New
125
Increased
957
Reduced
822
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$323M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$99M
5
LPL Financial
LPL Financial
California
+$89.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$231M
2
GA
GFS Advisors
Texas
-$211M
3
BWIA
Bryant Woods Investment Advisors
New York
-$73.6M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$72.6M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
1851
Monterey Private Wealth
California
$298K -$17K -290 -5%
CDH
1852
Charles D. Hyman
$298K – – –
NIM
1853
Northeast Investment Management
Massachusetts
$297K +$29.3K +500 +11%
LGW
1854
Leslie Global Wealth
Illinois
$297K +$297K +5,073 New
AA
1855
Aufman Associates
Pennsylvania
$295K – – –
JJBC
1856
James J. Burns & Company
New York
$295K +$295K +5,025 New
BFA
1857
Bluestem Financial Advisors
Illinois
$293K – – –
BAM
1858
Bosun Asset Management
Illinois
$293K – – –
AI
1859
Auour Investments
Massachusetts
$292K – – –
MFS
1860
Madrona Financial Services
Washington
$292K +$59 +1 +0%
LIA
1861
LS Investment Advisors
Michigan
$292K – – –
RFA
1862
Resurgent Financial Advisors
Georgia
$291K -$26.3K -449 -8%
PWP
1863
Phillips Wealth Planners
Mississippi
$291K +$3.21K +55 +1%
GA
1864
Greenspring Advisors
Maryland
$290K – – –
FNBTCON
1865
First National Bank & Trust Co of Newtown
Pennsylvania
$290K +$19K +325 +7%
VWA
1866
Visionary Wealth Advisors
Illinois
$289K +$51.5K +880 +22%
HFS
1867
Heritage Financial Services
Massachusetts
$289K – – –
JWM
1868
JFG Wealth Management
Colorado
$289K +$289K +4,930 New
B
1869
Bellecapital
Switzerland
$288K – – –
TYCC
1870
Texas Yale Capital Corp
Florida
$288K +$6.79K +116 +2%
HGERS
1871
Householder Group Estate & Retirement Specialist
Arizona
$287K -$9.97K -171 -3%
WG
1872
Welch Group
Alabama
$287K -$32.6K -557 -10%
LA
1873
LPF Advisors
Florida
$286K +$286K +4,886 New
ARA
1874
Alexander Randolph Advisory
Virginia
$286K – – –
ZIG
1875
Zuckerman Investment Group
Illinois
$286K +$8.49K +145 +3%
73 74
75
76 77