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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 %
WC
1926
Westhampton Capital
North Carolina
$250K +$250K +4,280 New
SVWAG
1927
Sound View Wealth Advisors Group
Georgia
$250K +$1.17K +20 +0.5%
AWA
1928
Aletheian Wealth Advisors
Washington
$250K – – –
VP
1929
Verum Partners
North Carolina
$249K -$99.7K -1,704 -29%
SFM
1930
Signet Financial Management
New Jersey
$249K -$3.8K -65 -2%
AP
1931
Atwood & Palmer
Missouri
$248K – – –
MAM
1932
McLean Asset Management
Virginia
$248K – – –
CRI
1933
Colonial River Investments
Virginia
$247K -$1.93K -33 -0.8%
DP
1934
Denver PWM
Colorado
$247K +$247K +4,227 New
DWA
1935
Douglass Winthrop Advisors
New York
$246K -$62K -1,060 -20%
LJAC
1936
L.J. Altfest & Co
New York
$246K +$645 +11 +0.3%
PF
1937
Penney Financial
Texas
$246K -$28.1K -480 -10%
RLIM
1938
Red Lighthouse Investment Management
New York
$245K – – –
CWA
1939
Canvas Wealth Advisors
Kansas
$245K -$2.28K -37 -0.9%
HBT
1940
Hills Bank & Trust
Iowa
$245K -$4.39K -75 -2%
CB
1941
Chris Bulman
California
$245K +$245K +4,180 New
LWM
1942
LJI Wealth Management
Indiana
$244K -$13.6K -233 -5%
PWM
1943
Praetorian Wealth Management
California
$243K +$243K +4,155 New
MCM
1944
Mengis Capital Management
Oregon
$242K +$6.32K +108 +3%
HAIM
1945
Hunter Associates Investment Management
Pennsylvania
$242K +$15.1K +259 +7%
GC
1946
Garde Capital
Washington
$240K -$109K -1,865 -31%
CCM
1947
Chilton Capital Management
Texas
$240K -$29.8K -510 -11%
DWM
1948
Denver Wealth Management
Colorado
$239K -$28.2K -481 -11%
MS
1949
Madden Securities
Texas
$238K – – –
GWA
1950
Gratus Wealth Advisors
Virginia
$238K -$4.76K -79 -2%
76 77
78
79 80