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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 %
VOYA Investment Management
176
VOYA Investment Management
Georgia
$41.5M -$4.35M -71,621 -9%
JWA
177
JFS Wealth Advisors
Pennsylvania
$40.9M -$2.42M -39,788 -6%
CA
178
Crewe Advisors
Utah
$40.7M +$645K +10,621 +2%
Lazard Asset Management
179
Lazard Asset Management
New York
$40.1M -$441K -7,253 -1%
CTA
180
Chesley Taft & Associates
Illinois
$39.8M +$7.23M +119,006 +22%
AAS
181
Ameritas Advisory Services
Nebraska
$39.4M +$4.39M +73,657 +13%
HG
182
Harbor Group
New Hampshire
$39.2M +$1.25M +20,651 +3%
AF
183
Allworth Financial
California
$38.9M -$1.96M -32,230 -5%
PGA
184
Portland Global Advisors
Maine
$38.8M -$2.18M -35,884 -5%
AWS
185
Atria Wealth Solutions
New York
$38M +$1.75M +28,785 +5%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$37.8M +$5.71M +94,019 +18%
FBB
187
Fulton Breakefield Broenniman
Maryland
$37.7M +$722K +11,891 +2%
NFG
188
Nadler Financial Group
Illinois
$37.7M +$917K +15,089 +2%
PWLP
189
Prio Wealth Limited Partnership
Massachusetts
$37.4M +$656K +10,796 +2%
GL
190
Graypoint LLC
New York
$36.7M +$1.1M +18,028 +3%
CAAS
191
Capital Asset Advisory Services
Michigan
$36.7M +$2.28M +38,202 +7%
FNBT
192
FineMark National Bank & Trust
Florida
$36.6M -$265K -4,362 -0.7%
SFS
193
Summit Financial Strategies
Ohio
$36.4M -$40K -659 -0.1%
JIC
194
Johnson Investment Counsel
Ohio
$36.4M -$75.9K -1,249 -0.2%
IAN
195
Integrated Advisors Network
Texas
$36.2M -$4.87M -80,229 -12%
NEPPG
196
New England Professional Planning Group
Rhode Island
$35.8M -$25K -412 -0.1%
RCA
197
Resonant Capital Advisors
Wisconsin
$35.5M +$1.41M +23,158 +4%
ETS
198
ESL Trust Services
New York
$35.1M +$1.49M +24,563 +4%
LBC
199
Lowe Brockenbrough & Co
Virginia
$34M -$402K -6,619 -1%
CWA
200
CJM Wealth Advisers
Virginia
$33.8M +$400K +6,583 +1%
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