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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 %
BF
2051
Brogan Financial
Tennessee
$226K +$226K +3,620 New
CCP
2052
Clarity Capital Partners
California
$225K +$225K +3,615 New
GC
2053
Garde Capital
Washington
$225K -$31.2K -500 -12%
MCM
2054
Mattern Capital Management
Colorado
$225K -$113K -1,811 -33%
CB
2055
CNB Bank
Pennsylvania
$224K – – –
PSIWM
2056
Paradigm Strategies in Wealth Management
Minnesota
$224K +$748 +12 +0.3%
DC
2057
Darrow Company
Massachusetts
$224K -$1.37K -22 -0.6%
CM
2058
Columbus Macro
Pennsylvania
$223K +$1.31K +21 +0.6%
EP
2059
EPIQ Partners
Minnesota
$223K – – –
WW
2060
Westshore Wealth
California
$222K – – –
CPSAC
2061
Chas P. Smith & Associates (CPS)
Florida
$222K – – –
BWP
2062
Balboa Wealth Partners
Arizona
$222K -$4.3K -69 -2%
NRC
2063
New Republic Capital
North Carolina
$221K – – –
SFS
2064
Sharp Financial Services
Pennsylvania
$221K -$32.2K -516 -13%
BBA
2065
Braun-Bostich & Associates
Pennsylvania
$220K – – –
CWM
2066
Chemistry Wealth Management
New York
$219K – – –
RAS
2067
RPS Advisory Solutions
Kentucky
$219K -$29.9K -480 -12%
AMIM
2068
Aull & Monroe Investment Management
Alabama
$218K – – –
FCM
2069
Fogel Capital Management
Florida
$217K – – –
MFG
2070
MidWestOne Financial Group
Iowa
$217K – – –
CFA
2071
Capstone Financial Advisors
Illinois
$216K +$748 +12 +0.3%
TCM
2072
TD Capital Management
Tennessee
$216K +$685 +11 +0.3%
SWIG
2073
Strategic Wealth Investment Group
Kentucky
$216K -$24.2K -391 -10%
RWM
2074
Reston Wealth Management
Virginia
$216K +$810 +13 +0.4%
HWA
2075
Heartwood Wealth Advisors
Virginia
$216K – – –
81 82
83
84 85