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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 %
JWM
1951
JGP Wealth Management
Oregon
$279K +$872 +14 +0.3%
AIM
1952
Aspen Investment Management
Michigan
$278K +$2.3K +37 +0.8%
AWM
1953
Affinity Wealth Management
Delaware
$277K – – –
SIG
1954
Stonegate Investment Group
Alabama
$277K – – –
FOA
1955
Five Oceans Advisors
California
$277K +$277K +4,450 New
AOWM
1956
Alpha Omega Wealth Management
Virginia
$276K – – –
AC
1957
ASB Consultores
Florida
$275K – – –
MSS
1958
Mitchell Sinkler & Starr
Pennsylvania
$273K +$117K +1,875 +75%
LFG
1959
Larson Financial Group
Missouri
$273K +$165K +2,645 +152%
AA
1960
Aufman Associates
Pennsylvania
$273K -$41.3K -663 -13%
AP
1961
Adero Partners
California
$272K – – –
VWA
1962
Visionary Wealth Advisors
Illinois
$272K -$35.2K -565 -11%
HWP
1963
Heritage Wealth Partners
Ohio
$272K +$810 +13 +0.3%
HDIM
1964
Hanson & Doremus Investment Management
Vermont
$272K – – –
VBFG
1965
Vishria Bird Financial Group
Tennessee
$271K – – –
IIA
1966
Integral Investment Advisors
California
$270K +$270K +4,340 New
LJAC
1967
L.J. Altfest & Co
New York
$270K +$8.48K +136 +3%
IAP
1968
Indie Asset Partners
Indiana
$270K +$270K +4,328 New
SP
1969
Symmetry Partners
Connecticut
$268K +$268K +4,307 New
FRA
1970
Frank Rimerman Advisors
California
$268K – – –
TCWM
1971
Total Clarity Wealth Management
Illinois
$267K -$24.7K -396 -8%
FF
1972
Francis Financial
$267K +$38.4K +616 +17%
ACM
1973
Absolute Capital Management
Pennsylvania
$267K -$376K -6,035 -59%
MAM
1974
Marquette Asset Management
Minnesota
$266K -$85.1K -1,366 -24%
AFA
1975
Alpha Financial Advisors
North Carolina
$266K +$266K +4,275 New
77 78
79
80 81