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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 %
JJBC
1901
James J. Burns & Company
New York
$312K -$1.5K -24 -0.5%
MFS
1902
Madrona Financial Services
Washington
$312K +$1.12K +18 +0.4%
BAM
1903
Bosun Asset Management
Illinois
$312K – – –
NCM
1904
Noesis Capital Mangement
Florida
$311K -$12.5K -200 -4%
QP
1905
Quartz Partners
New York
$311K +$311K +4,995 New
RFA
1906
Resurgent Financial Advisors
Georgia
$311K +$1.06K +17 +0.3%
GA
1907
Greenspring Advisors
Maryland
$309K – – –
FNBTCON
1908
First National Bank & Trust Co of Newtown
Pennsylvania
$308K – – –
JWM
1909
JFG Wealth Management
Colorado
$307K – – –
WFAG
1910
Worth Financial Advisory Group
North Carolina
$307K -$35.8K -575 -10%
WG
1911
Welch Group
Alabama
$306K +$374 +6 +0.1%
LA
1912
LPF Advisors
Florida
$304K – – –
ARA
1913
Alexander Randolph Advisory
Virginia
$304K – – –
CFO
1914
Custos Family Office
Texas
$304K -$19.7K -316 -6%
VPP
1915
Vertex Planning Partners
Illinois
$304K – – –
LDB
1916
Lee, Danner & Bass
Tennessee
$301K – – –
MM
1917
Main Management
California
$301K – – –
AWM
1918
Abound Wealth Management
Tennessee
$301K +$6.73K +108 +2%
ACM
1919
Advance Capital Management
Michigan
$300K -$60.9K -977 -17%
MAM
1920
Mystic Asset Management
Rhode Island
$300K – – –
BBPWM
1921
Blue Bell Private Wealth Management
Pennsylvania
$300K +$135K +2,162 +81%
DBIA
1922
Dumont & Blake Investment Advisors
New Jersey
$297K -$300K -4,810 -50%
CRI
1923
Commonwealth Retirement Investments
Virginia
$296K – – –
SFS
1924
Symphony Financial Services
Ohio
$296K +$138K +3,111 +87%
OWM
1925
OneAscent Wealth Management
Alabama
$296K +$296K +4,756 New
75 76
77
78 79