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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 %
BA
2101
Ballast Advisors
Minnesota
$98.9K – – –
AT
2102
Avalon Trust
New Mexico
$96.9K – – –
RIL
2103
Rothschild Investment LLC
Illinois
$92.2K – – –
ATC
2104
Advantage Trust Company
Kansas
$88.4K – – –
WAM
2105
WFA Asset Management
Wisconsin
$87.5K – – –
PP
2106
PrairieView Partners
Minnesota
$86K – – –
WIM
2107
Westside Investment Management
California
$83.5K -$13.2K -225 -14%
KFS
2108
Kelly Financial Services
Massachusetts
$79K -$4.68K -80 -6%
LWA
2109
Lowe Wealth Advisors
Maryland
$77.9K +$71.7K +1,226 +1,168%
Optiver Holding
2110
Optiver Holding
Netherlands
$75.7K -$23.2K -396 -23%
FCMT
2111
Founders Capital Management (Texas)
Texas
$74.6K – – –
MWA
2112
Moser Wealth Advisors
Washington
$74.6K – – –
SIC
2113
SJS Investment Consulting
Ohio
$74.4K – – –
KWAG
2114
Kiely Wealth Advisory Group
North Carolina
$73.4K +$23.4K +399 +47%
LOIP
2115
Live Oak Investment Partners
Texas
$72.3K – – –
GCM
2116
Gables Capital Management
Florida
$69.9K – – –
WOC
2117
West Oak Capital
California
$67.3K – – –
BCM
2118
Blume Capital Management
California
$62.3K – – –
WBC
2119
West Branch Capital
Massachusetts
$59.4K +$59 +1 +0.1%
CTC
2120
Cetera Trust Company
Minnesota
$58.5K – – –
FFA
2121
Fairfield Financial Advisors
Massachusetts
$57.6K +$57.6K +985 New
DWS
2122
Dynamic Wealth Strategies
California
$56K – – –
CMP
2123
Coston McIsaac & Partners
Maine
$56K – – –
RBC
2124
Roble Belko & Company
Pennsylvania
$56K +$174 +3 +0.3%
ACA
2125
Atlas Capital Advisors
Wyoming
$54.7K – – –
83 84
85
86 87