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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 %
CWS
1976
Cypress Wealth Services
California
$226K -$293 -5 -0.1%
PCS
1977
Private Client Services
Kentucky
$226K -$19.7K -336 -8%
SWIG
1978
Strategic Wealth Investment Group
Kentucky
$225K +$225K +3,889 New
SWG
1979
Summit Wealth Group
Vermont
$225K +$225K +3,850 New
WFA
1980
Wade Financial Advisory
California
$224K – – –
C1AG
1981
Client 1st Advisory Group
Florida
$223K -$36.3K -621 -14%
LWM
1982
Liberty Wealth Management
California
$223K -$10.7K -182 -5%
SWM
1983
Sterling Wealth Management
Illinois
$222K -$28.4K -485 -11%
MGIA
1984
Matthew Goff Investment Advisor
Texas
$222K – – –
BDF
1985
Black Diamond Financial
Maryland
$222K +$222K +3,790 New
RCM
1986
RMR Capital Management
California
$221K – – –
AP
1987
Americana Partners
Texas
$220K +$220K +3,755 New
BPC
1988
Banque Pictet & Cie
Switzerland
$219K – – –
HCM
1989
Hall Capital Management
Rhode Island
$219K – – –
TWM
1990
Trueblood Wealth Management
Ohio
$219K +$5.27K +90 +2%
GIM
1991
Gold Investment Management
Alberta, Canada
$218K – – –
ORC
1992
O'Rourke & Company
Massachusetts
$218K – – –
MAP
1993
Moody Aldrich Partners
Massachusetts
$218K – – –
SCP
1994
Shorepoint Capital Partners
Massachusetts
$215K +$215K +3,675 New
FF
1995
Francis Financial
$215K +$19.4K +331 +10%
MAG
1996
M3 Advisory Group
Massachusetts
$213K -$145K -2,482 -40%
ECA
1997
Elevated Capital Advisors
Utah
$213K -$18.7K -320 -8%
PMSA
1998
Patrick M. Sweeney & Associates
Illinois
$213K – – –
CWA
1999
Consilium Wealth Advisory
Texas
$213K – – –
IFS
2000
Ifrah Financial Services
Arkansas
$212K +$6.55K +112 +3%
78 79
80
81 82