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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 %
DA
1951
Detalus Advisors
Missouri
$238K – – –
SFS
1952
Sharp Financial Services
Pennsylvania
$238K +$24.8K +423 +12%
FFA
1953
Fi3 Financial Advisors
Indiana
$237K +$59 +1 +0%
TFM
1954
Trademark Financial Management
Minnesota
$237K -$3.69K -63 -2%
CIP
1955
Capital Insight Partners
Arizona
$237K -$7.02K -120 -3%
SGWM
1956
Sterling Group Wealth Management
California
$236K +$236K +4,026 New
MAM
1957
Mainsail Asset Management
Alabama
$234K – – –
RAS
1958
RPS Advisory Solutions
Kentucky
$234K +$234K +4,000 New
LWM
1959
LongView Wealth Management
Georgia
$234K +$117 +2 +0.1%
RFP
1960
Root Financial Partners
California
$234K +$234K +3,995 New
FWM
1961
Focused Wealth Management
New York
$233K +$527 +9 +0.2%
CI
1962
Ceera Investments
Texas
$233K – – –
SFA
1963
Seneca Financial Advisors
New York
$232K +$232K +3,970 New
SCA
1964
Stonebridge Capital Advisors
Minnesota
$232K +$5.33K +91 +2%
BPAMU
1965
BTG Pactual Asset Management US
New York
$232K +$232K +3,970 New
DPW
1966
DiNuzzo Private Wealth
Pennsylvania
$232K – – –
MAS
1967
Meeder Advisory Services
Ohio
$231K +$231K +3,946 New
BF
1968
Brooklyn FI
New York
$231K +$231K +3,945 New
FWM
1969
Fingerlakes Wealth Management
New York
$231K +$585 +10 +0.3%
GWSG
1970
GPS Wealth Strategies Group
Colorado
$230K +$50.2K +858 +28%
IWA
1971
Icon Wealth Advisors
Texas
$229K -$50.6K -816 -18%
CF
1972
Clarity Financial
Texas
$229K -$122K -2,090 -35%
BBW
1973
Blue Barn Wealth
Utah
$228K – – –
FCM
1974
Fortis Capital Management
Washington
$228K +$16.2K +277 +8%
TSW
1975
Thompson Siegel & Walmsley
Virginia
$227K – – –
77 78
79
80 81