IJH icon

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 %
VBWMG
2001
Von Berge Wealth Management Group
California
$212K – – –
BWP
2002
Balboa Wealth Partners
Arizona
$212K +$212K +3,627 New
BL
2003
BFSG LLC
California
$212K – – –
DC
2004
Darrow Company
Massachusetts
$211K – – –
CB
2005
CNB Bank
Pennsylvania
$210K – – –
AWM
2006
Aries Wealth Management
Maine
$210K – – –
OFG
2007
Orcam Financial Group
California
$210K – – –
PSIWM
2008
Paradigm Strategies in Wealth Management
Minnesota
$209K +$527 +9 +0.3%
EP
2009
EPIQ Partners
Minnesota
$209K – – –
WW
2010
Westshore Wealth
California
$209K – – –
SFS
2011
Symphony Financial Services
Ohio
$208K +$208K +3,588 New
CPSAC
2012
Chas P. Smith & Associates (CPS)
Florida
$208K -$351 -6 -0.2%
GCIM
2013
Gunn & Company Investment Management
Florida
$208K +$208K +3,559 New
CM
2014
Columbus Macro
Pennsylvania
$208K – – –
NRC
2015
New Republic Capital
North Carolina
$208K +$644 +11 +0.3%
SIMG
2016
Sonora Investment Management Group
Arizona
$206K – – –
BBA
2017
Braun-Bostich & Associates
Pennsylvania
$206K -$88.1K -1,505 -30%
CWM
2018
Chemistry Wealth Management
New York
$206K -$24.3K -415 -11%
PPW
2019
Presilium Private Wealth
Pennsylvania
$206K +$11.8K +202 +6%
AMIM
2020
Aull & Monroe Investment Management
Alabama
$205K – – –
LL
2021
LPWM LLC
Minnesota
$204K +$204K +3,520 New
AAS
2022
Annex Advisory Services
Wisconsin
$204K +$4.57K +78 +2%
FCM
2023
Fogel Capital Management
Florida
$204K – – –
MFG
2024
MidWestOne Financial Group
Iowa
$203K +$203K +3,475 New
CFA
2025
Capstone Financial Advisors
Illinois
$203K +$468 +8 +0.2%
79 80
81
82 83