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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 %
FM
1901
Family Management
New York
$264K – – –
CAM
1902
Covenant Asset Management
New Jersey
$264K +$51.2K +875 +24%
GSEP
1903
Golden State Equity Partners
California
$264K +$264K +4,514 New
HPIA
1904
Hamilton Point Investment Advisors
North Carolina
$263K – – –
NFW
1905
Noble Family Wealth
Florida
$262K – – –
JWM
1906
JGP Wealth Management
Oregon
$261K -$7.43K -127 -3%
AWM
1907
Affinity Wealth Management
Delaware
$260K – – –
SIG
1908
Stonegate Investment Group
Alabama
$260K +$65.8K +1,125 +34%
AIM
1909
Aspen Investment Management
Michigan
$259K +$25K +427 +11%
AOWM
1910
Alpha Omega Wealth Management
Virginia
$259K – – –
AC
1911
ASB Consultores
Florida
$259K – – –
JPWM
1912
Jamison Private Wealth Management
Georgia
$257K +$61.2K +1,045 +31%
HDIM
1913
Hanson & Doremus Investment Management
Vermont
$256K – – –
WMA
1914
West Michigan Advisors
Michigan
$256K +$2.81K +48 +1%
AP
1915
Adero Partners
California
$256K – – –
B
1916
Birchbrook
Maine
$255K +$29.1K +498 +13%
CWP
1917
Concord Wealth Partners
Virginia
$255K +$585 +10 +0.2%
HWP
1918
Heritage Wealth Partners
Ohio
$255K +$201K +3,433 +373%
WFA
1919
WestHill Financial Advisors
California
$254K -$1.87K -32 -0.7%
VBFG
1920
Vishria Bird Financial Group
Tennessee
$254K – – –
AC
1921
Apella Capital
Connecticut
$253K -$114K -1,972 -31%
FRA
1922
Front Row Advisors
California
$252K -$21.1K -360 -8%
FRA
1923
Frank Rimerman Advisors
California
$252K – – –
TA
1924
TrueWealth Advisors
Alabama
$251K +$27.2K +465 +12%
APWA
1925
Atlas Private Wealth Advisors
New Jersey
$251K +$251K +4,285 New
75 76
77
78 79