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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 %
FNBOMD
2026
First National Bank of Mount Dora
Florida
$238K +$238K +3,819 New
BBW
2027
Blue Barn Wealth
Utah
$237K -$5.92K -95 -2%
SAM
2028
Secure Asset Management
Michigan
$236K +$236K +3,794 New
RCM
2029
RMR Capital Management
California
$236K – – –
C1AG
2030
Client 1st Advisory Group
Florida
$234K -$3.43K -55 -1%
BPAMU
2031
BTG Pactual Asset Management US
New York
$234K – – –
BPC
2032
Banque Pictet & Cie
Switzerland
$234K – – –
SGWM
2033
Sterling Group Wealth Management
California
$234K -$17.3K -277 -7%
SP
2034
Sequent Planning
Nebraska
$233K +$233K +3,743 New
CF
2035
Clarity Financial
Texas
$233K -$10.5K -168 -4%
ORC
2036
O'Rourke & Company
Massachusetts
$232K – – –
SIS
2037
Sound Income Strategies
Florida
$232K -$288K -4,625 -55%
GIM
2038
Gold Investment Management
Alberta, Canada
$232K – – –
MAP
2039
Moody Aldrich Partners
Massachusetts
$232K – – –
AAS
2040
Annex Advisory Services
Wisconsin
$231K +$13.7K +219 +6%
IHWM
2041
Iron Horse Wealth Management
Iowa
$231K +$46.7K +750 +25%
FLA
2042
Financial Life Advisors
Texas
$229K -$71.4K -1,146 -24%
MAG
2043
M3 Advisory Group
Massachusetts
$228K +$1.06K +17 +0.5%
SCP
2044
Shorepoint Capital Partners
Massachusetts
$228K -$810 -13 -0.4%
ECA
2045
Elevated Capital Advisors
Utah
$228K +$872 +14 +0.4%
LL
2046
LPWM LLC
Minnesota
$227K +$9.81K +159 +5%
CAM
2047
Covenant Asset Management
New Jersey
$227K -$54.5K -875 -19%
CWA
2048
Consilium Wealth Advisory
Texas
$227K – – –
MGIA
2049
Matthew Goff Investment Advisor
Texas
$226K -$10.7K -171 -5%
BL
2050
BFSG LLC
California
$226K – – –
80 81
82
83 84