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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 %
BFA
1926
Beacon Financial Advisory
Ohio
$261K -$1.46M -24,118 -85%
GP
1927
Geneva Partners
Wisconsin
$260K +$547 +9 +0.2%
SWM
1928
Sterling Wealth Management
Illinois
$260K +$22.2K +365 +9%
AWA
1929
Aletheian Wealth Advisors
Washington
$259K – – –
CRI
1930
Colonial River Investments
Virginia
$259K -$35.8K -589 -12%
SVWAG
1931
Sound View Wealth Advisors Group
Georgia
$258K -$278K -4,570 -52%
HBT
1932
Hills Bank & Trust
Iowa
$258K -$49.8K -820 -16%
4FG
1933
4Thought Financial Group
New York
$258K +$49.7K +818 +24%
AP
1934
Atwood & Palmer
Missouri
$258K -$147K -2,415 -36%
WGC
1935
Watts Gwilliam & Co
Arizona
$255K +$255K +4,235 New
HWP
1936
Heritage Wealth Partners
Ohio
$255K -$1.02M -3,680 -80%
PCS
1937
Private Client Services
Kentucky
$255K -$18.5K -304 -7%
MAM
1938
McLean Asset Management
Virginia
$255K +$180 +3 +0.1%
RLIM
1939
Red Lighthouse Investment Management
New York
$255K – – –
LJAC
1940
L.J. Altfest & Co
New York
$254K +$546 +9 +0.2%
CIP
1941
Capital Insight Partners
Arizona
$253K +$6.38K +105 +3%
TFM
1942
Trademark Financial Management
Minnesota
$250K -$13.4K -221 -5%
LA
1943
LVW Advisors
New York
$249K -$20.3K -335 -8%
MS
1944
Madden Securities
Texas
$247K -$255K -4,195 -51%
Barclays
1945
Barclays
United Kingdom
$247K -$173K -2,850 -41%
DA
1946
Detalus Advisors
Missouri
$247K -$2.13K -35 -0.9%
VWA
1947
Visionary Wealth Advisors
Illinois
$246K – – –
CAM
1948
Clark Asset Management
New Hampshire
$246K – – –
MCM
1949
Mengis Capital Management
Oregon
$245K +$4.31K +71 +2%
AIM
1950
Aspen Investment Management
Michigan
$243K +$243K +4,001 New
76 77
78
79 80