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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 %
AFP
1926
Alpha Financial Partners
Kentucky
$295K -$6.1M -97,966 -95%
EFG
1927
Ehrlich Financial Group
California
$295K -$29.4K -472 -9%
ZIG
1928
Zuckerman Investment Group
Illinois
$295K -$9.04K -145 -3%
WMA
1929
West Michigan Advisors
Michigan
$294K +$22.1K +354 +8%
RCM
1930
Radnor Capital Management
Pennsylvania
$294K +$294K +4,715 New
MSWMA
1931
Market Street Wealth Management Advisors
Indiana
$292K -$38.8K -623 -12%
CP
1932
Canopy Partners
Ohio
$292K – – –
GLA
1933
Great Lakes Advisors
Illinois
$292K -$30.4K -487 -9%
VC
1934
Veracity Capital
Georgia
$290K -$3.12K -50 -1%
CCMI
1935
Creative Capital Management Investments
California
$290K – – –
DA
1936
Detalus Advisors
Missouri
$289K +$35.8K +574 +14%
MAWA
1937
Moss Adams Wealth Advisors
Washington
$286K +$286K +4,595 New
SL
1938
Sentry LLC
Tennessee
$285K – – –
GP
1939
Geneva Partners
Wisconsin
$285K +$997 +16 +0.4%
GIP
1940
Granite Investment Partners
California
$284K – – –
SWM
1941
Seed Wealth Management
Illinois
$284K – – –
AO
1942
Advisor OS
Illinois
$283K -$74K -1,187 -21%
CWP
1943
Concord Wealth Partners
Virginia
$282K +$10.8K +174 +4%
BMC
1944
Beaton Management Company
Massachusetts
$282K – – –
NJIM
1945
Nabity-Jensen Investment Management
Nebraska
$282K – – –
BF
1946
Brooklyn FI
New York
$282K +$35.8K +575 +15%
LWM
1947
LongView Wealth Management
Georgia
$282K +$32.5K +521 +13%
FM
1948
Family Management
New York
$281K – – –
HPIA
1949
Hamilton Point Investment Advisors
North Carolina
$280K – – –
CCA
1950
Criterion Capital Advisors
Tennessee
$280K – – –
76 77
78
79 80