IJH icon

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 %
VP
1976
Verum Partners
North Carolina
$266K +$748 +12 +0.3%
MAM
1977
McLean Asset Management
Virginia
$264K +$62 +1 +0%
AP
1978
Atwood & Palmer
Missouri
$264K – – –
KA
1979
Kovack Advisors
Florida
$264K +$264K +4,234 New
SFM
1980
Signet Financial Management
New Jersey
$262K -$2.31K -37 -0.9%
WGC
1981
Watts Gwilliam & Co
Arizona
$262K +$262K +4,235 New
WFA
1982
WestHill Financial Advisors
California
$261K -$9.35K -150 -3%
RLIM
1983
Red Lighthouse Investment Management
New York
$261K – – –
PMSA
1984
Patrick M. Sweeney & Associates
Illinois
$261K +$34.4K +552 +15%
Schroder Investment Management Group
1985
Schroder Investment Management Group
United Kingdom
$261K +$70.8K +1,136 +37%
LWM
1986
LJI Wealth Management
Indiana
$261K +$561 +9 +0.2%
CB
1987
Chris Bulman
California
$260K – – –
HBT
1988
Hills Bank & Trust
Iowa
$260K – – –
PCS
1989
Private Client Services
Kentucky
$260K +$20.2K +324 +8%
PF
1990
Penney Financial
Texas
$260K -$1.56K -25 -0.6%
TFA
1991
Tranquilli Financial Advisor
New Jersey
$259K -$1.01M -16,140 -80%
DP
1992
Denver PWM
Colorado
$258K -$5.8K -93 -2%
MCM
1993
Mengis Capital Management
Oregon
$258K -$436 -7 -0.2%
DWM
1994
Denver Wealth Management
Colorado
$256K +$935 +15 +0.4%
SCA
1995
Stonebridge Capital Advisors
Minnesota
$256K +$8.41K +135 +3%
TA
1996
TrueWealth Advisors
Alabama
$256K -$11.8K -190 -4%
CCM
1997
Chilton Capital Management
Texas
$256K – – –
MS
1998
Madden Securities
Texas
$254K – – –
FFA
1999
Fi3 Financial Advisors
Indiana
$252K +$62 +1 +0%
Wolverine Trading
2000
Wolverine Trading
Illinois
$251K +$251K +4,030 New
78 79
80
81 82