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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 %
TCM
2026
TD Capital Management
Tennessee
$203K +$644 +11 +0.3%
HWA
2027
Heartwood Wealth Advisors
Virginia
$202K – – –
PCTC
2028
Perkins Coie Trust Company
Washington
$202K – – –
AA
2029
ACT Advisors
North Carolina
$202K – – –
SIA
2030
Schechter Investment Advisors
Michigan
$202K -$2.34K -40 -1%
RWM
2031
Reston Wealth Management
Virginia
$202K +$585 +10 +0.3%
WPC
2032
White Pine Capital
Minnesota
$201K +$201K +3,435 New
BFA
2033
Beacon Financial Advisory
Ohio
$200K -$51.3K -876 -20%
GFPC
2034
Global Financial Private Client
Florida
$195K – – –
TCM
2035
TruNorth Capital Management
Michigan
$194K +$41K +700 +27%
WCAMG
2036
Woodard & Company Asset Management Group
North Carolina
$191K -$870K -14,870 -82%
VAMG
2037
Voisard Asset Management Group
Michigan
$190K – – –
MHR
2038
Matthew Hamilton Rosenberg
$186K – – –
HC
2039
Hoese & Co
Minnesota
$185K -$114K -1,910 -38%
GA
2040
GoalVest Advisory
New York
$184K – – –
SWM
2041
Sanctuary Wealth Management
Idaho
$183K +$14.3K +244 +8%
BWP
2042
Baldwin Wealth Partners
Massachusetts
$182K -$131K -2,240 -42%
CWM
2043
Compass Wealth Management
Connecticut
$181K – – –
Schroder Investment Management Group
2044
Schroder Investment Management Group
United Kingdom
$178K -$16.6K -284 -9%
GI
2045
Gradient Investments
Minnesota
$177K +$57.6K +985 +48%
CPG
2046
Cornerstone Planning Group
New Jersey
$174K -$2.69K -47 -2%
AGWCA
2047
Annis Gardner Whiting Capital Advisors
Florida
$174K -$13.8K -235 -7%
IHWM
2048
Iron Horse Wealth Management
Iowa
$173K +$16.4K +281 +11%
FUBT
2049
First United Bank & Trust
Maryland
$171K – – –
JWM
2050
Janiczek Wealth Management
Colorado
$164K +$1.11K +19 +0.7%
80 81
82
83 84