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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 %
WWM
2051
Wagner Wealth Management
South Carolina
$161K – – –
RFA
2052
Register Financial Advisors
Georgia
$159K -$2.34K -40 -1%
VCM
2053
Versant Capital Management
Arizona
$158K – – –
BBPWM
2054
Blue Bell Private Wealth Management
Pennsylvania
$155K +$102K +1,744 +192%
TLA
2055
Tanglewood Legacy Advisors
Texas
$154K – – –
EAM
2056
Eukles Asset Management
Ohio
$154K +$4.1K +70 +3%
MSS
2057
Mitchell Sinkler & Starr
Pennsylvania
$152K – – –
ECM
2058
Elgethun Capital Management
South Dakota
$152K +$293 +5 +0.2%
CJ
2059
Caitlin John
Michigan
$152K -$30.3K -517 -17%
W
2060
WealthCollab
Washington
$142K – – –
PSB
2061
Piscataqua Savings Bank
New Hampshire
$142K – – –
SA
2062
SRH Advisors
Kansas
$141K – – –
AWM
2063
Angeles Wealth Management
California
$141K – – –
BC
2064
Barrett & Company
Rhode Island
$140K – – –
RAM
2065
Ramirez Asset Management
New York
$139K – – –
FFA
2066
Frazier Financial Advisors
Ohio
$138K +$410 +7 +0.3%
CTWM
2067
Cherry Tree Wealth Management
Minnesota
$138K – – –
WB
2068
Webster Bank
Connecticut
$137K – – –
BL
2069
Balentine LLC
Georgia
$134K +$3.86K +66 +3%
SAM
2070
Smartleaf Asset Management
Massachusetts
$133K +$128K +2,185 +2,428%
SC
2071
Steph & Co
Wisconsin
$130K -$4.86K -83 -4%
TC
2072
Trust Company
Kansas
$129K – – –
FGAM
2073
Financial Gravity Asset Management
Texas
$128K -$241K -4,111 -65%
MFA
2074
Morling Financial Advisors
California
$125K +$7.31K +125 +6%
MIM
2075
MTM Investment Management
South Carolina
$125K – – –
81 82
83
84 85