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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 %
LC
1901
Landaas & Company
Wisconsin
$274K +$274K +4,516 New
HPIA
1902
Hamilton Point Investment Advisors
North Carolina
$273K – – –
NFW
1903
Noble Family Wealth
Florida
$272K – – –
ST
1904
Sageworth Trust
Pennsylvania
$272K – – –
AWM
1905
Affinity Wealth Management
Delaware
$270K – – –
C1AG
1906
Client 1st Advisory Group
Florida
$269K -$6.38K -105 -2%
AOWM
1907
Alpha Omega Wealth Management
Virginia
$269K -$8.5K -140 -3%
AC
1908
ASB Consultores
Florida
$268K -$12.1K -200 -4%
LWM
1909
LJI Wealth Management
Indiana
$268K +$268K +4,406 New
SSA
1910
Sierra Summit Advisors
Nevada
$267K – – –
WWM
1911
Wolff Wiese Magana
California
$267K +$34K +560 +15%
PWA
1912
Provenance Wealth Advisors
Florida
$266K -$486 -8 -0.2%
WFA
1913
WestHill Financial Advisors
California
$266K -$61 -1 -0%
AP
1914
Adero Partners
California
$265K – – –
HDIM
1915
Hanson & Doremus Investment Management
Vermont
$265K +$103K +1,695 +63%
DWA
1916
Delap Wealth Advisory
Oregon
$265K +$36.4K +599 +16%
FC
1917
Forte Capital
New York
$265K – – –
BAG
1918
Bridgewealth Advisory Group
California
$264K -$21.3K -350 -7%
VBFG
1919
Vishria Bird Financial Group
Tennessee
$264K – – –
CWP
1920
Concord Wealth Partners
Virginia
$264K +$90.6K +1,491 +52%
SF
1921
Slagle Financial
Illinois
$264K -$293K -4,818 -53%
CA
1922
Carson Advisory
Georgia
$263K +$27K +445 +11%
WMA
1923
West Michigan Advisors
Michigan
$263K +$263K +4,323 New
SFM
1924
Signet Financial Management
New Jersey
$262K -$116K -1,902 -31%
FRA
1925
Frank Rimerman Advisors
California
$261K – – –
75 76
77
78 79