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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
$1.42B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.08B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.88B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$591M
5
LPL Financial
LPL Financial
California
$2.34B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$229M
2
GA
GFS Advisors
Texas
$11M
3
BWIA
Bryant Woods Investment Advisors
New York
$19.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
Rafferty Asset Management
Rafferty Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
176
Atria Wealth Solutions
New York
$38.7M +$2.07M +35,426 +6%
FTWA
177
Fifth Third Wealth Advisors
Ohio
$38.7M +$11.4M +194,869 +42%
WA
178
Waverly Advisors
Alabama
$38.6M +$10.5M +178,951 +37%
PGA
179
Portland Global Advisors
Maine
$38.3M +$963K +16,456 +3%
CAAS
180
Capital Asset Advisory Services
Michigan
$38M +$2.53M +43,890 +7%
AF
181
Allworth Financial
California
$37.3M -$1.34M -22,268 -3%
NFG
182
Nadler Financial Group
Illinois
$37.3M +$973K +16,629 +3%
RCA
183
Resonant Capital Advisors
Wisconsin
$36.9M +$2.7M +46,140 +8%
Lazard Asset Management
184
Lazard Asset Management
New York
$36.8M -$1.86M -31,703 -5%
FBB
185
Fulton Breakefield Broenniman
Maryland
$36.5M +$160K +2,734 +0.4%
HG
186
Harbor Group
New Hampshire
$36.4M -$1.42M -24,271 -4%
PWLP
187
Prio Wealth Limited Partnership
Massachusetts
$36.3M +$304K +5,195 +0.8%
ETS
188
ESL Trust Services
New York
$35.8M +$2.02M +34,548 +6%
JIC
189
Johnson Investment Counsel
Ohio
$35.5M +$432K +7,382 +1%
FNBT
190
FineMark National Bank & Trust
Florida
$35.1M -$230K -3,928 -0.7%
NEPPG
191
New England Professional Planning Group
Rhode Island
$35M +$510K +8,717 +1%
SFS
192
Summit Financial Strategies
Ohio
$34.6M -$515K -8,800 -1%
CIAS
193
CFS Investment Advisory Services
New Jersey
$34.6M +$34.6M +590,004 New
GL
194
Graypoint LLC
New York
$34.2M -$1.18M -20,101 -3%
CL
195
Choreo LLC
Illinois
$33.1M +$8.49M +146,451 +34%
LBC
196
Lowe Brockenbrough & Co
Virginia
$32.9M +$162K +2,762 +0.5%
IB
197
Intrust Bank
Kansas
$32.9M +$5.65M +96,570 +21%
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
$32.9M -$3.57M -60,999 -10%
IAN
199
Integrated Advisors Network
Texas
$32.9M -$1.96M -33,463 -6%
AAS
200
Avantax Advisory Services
Texas
$32.6M +$1.76M +30,101 +6%
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