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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,211 hedge funds and large institutions have $65B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 892 increasing their positions, 915 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,211
Holders Change
+52
Holders Change %
+2.41%
% of All Funds
32.05%
Holding in Top 10
353
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.12%
New
151
Increased
892
Reduced
915
Closed
75
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$402M
2
Bank of America
Bank of America
North Carolina
+$283M
3
RJA
Raymond James & Associates
Florida
+$272M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$230M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$127M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.11B
2
HNB
Huntington National Bank
Ohio
-$197M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$173M
4
Cerity Partners
Cerity Partners
New York
-$139M
5
LPL Financial
LPL Financial
California
-$85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
2101
C.M. Bidwell & Associates
Hawaii
$120K – – –
Bank Julius Baer & Co
2102
Bank Julius Baer & Co
Switzerland
$120K – – –
FDCP
2103
Foster Dykema Cabot & Partners
Massachusetts
$117K +$117K +1,925 New
SWC
2104
Spectrum Wealth Counsel
Indiana
$116K – – –
CWM
2105
CarsonAllaria Wealth Management
Illinois
$115K +$115K +1,900 New
MRCM
2106
M&R Capital Management
New Jersey
$115K +$243 +4 +0.2%
EWP
2107
Elevation Wealth Partners
California
$114K -$25.9K -427 -18%
YDMI
2108
Y.D. More Investments
Israel
$112K – – –
LFG
2109
Larson Financial Group
Missouri
$111K +$15.1K +249 +16%
HIIFS
2110
Harel Insurance Investments & Financial Services
Israel
$107K – – –
DMIC
2111
Dixon Mitchell Investment Counsel
British Columbia, Canada
$106K +$106K +1,750 New
TFA
2112
Toth Financial Advisory
Virginia
$103K -$5.16K -85 -5%
BA
2113
Ballast Advisors
Minnesota
$103K -$2.73K -45 -3%
Optiver Holding
2114
Optiver Holding
Netherlands
$103K +$71.1K +1,170 +225%
AT
2115
Avalon Trust
New Mexico
$101K – – –
WIM
2116
Westside Investment Management
California
$100K +$61 +1 +0.1%
GWP
2117
Gen-Wealth Partners
Michigan
$98.7K +$98.7K +1,625 New
RIL
2118
Rothschild Investment LLC
Illinois
$95.7K – – –
ATC
2119
Advantage Trust Company
Kansas
$91.7K – – –
WAM
2120
WFA Asset Management
Wisconsin
$90.9K +$90.9K +1,496 New
PP
2121
PrairieView Partners
Minnesota
$90K – – –
IPW
2122
Impact Partnership Wealth
Georgia
$88.4K -$911 -15 -1%
KFS
2123
Kelly Financial Services
Massachusetts
$86.8K -$5.53K -91 -6%
HWA
2124
Heritage Wealth Advisors
Virginia
$86.6K – – –
HCM
2125
Highlander Capital Management
New Jersey
$82.6K – – –
83 84
85
86 87