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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 %
RWPA
2126
Richard W. Paul & Associates
Michigan
$54.4K -$351 -6 -0.6%
PWM
2127
Provident Wealth Management
Tennessee
$53.3K – – –
APW
2128
Atlantic Private Wealth
North Carolina
$51.2K – – –
BCMLT
2129
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.6K +$4.97K +85 +11%
BHWM
2130
Beaird Harris Wealth Management
Texas
$49.2K +$49.2K +840 New
IBOK
2131
Independence Bank of Kentucky
Kentucky
$46.1K +$9.54K +163 +26%
CICI
2132
Capital Investment Counsel Inc
North Carolina
$45.9K – – –
BAM
2133
Bellevue Asset Management
Washington
$43.9K – – –
SC
2134
Swan Capital
Florida
$43K +$43K +735 New
SWC
2135
Spectrum Wealth Counsel
Indiana
$43K -$69.1K -1,180 -62%
RCM
2136
Rain Capital Management
Oregon
$39.1K – – –
FIM
2137
FWL Investment Management
Texas
$38.9K +$38.9K +665 New
LI
2138
LRI Investments
Florida
$37.7K +$25.2K +430 +200%
IF
2139
Integrity Financial
Wyoming
$36.9K – – –
TWD
2140
True Wealth Design
Ohio
$36.6K – – –
HCP
2141
Hexagon Capital Partners
Arkansas
$34.7K -$11.9K -203 -25%
LFA
2142
Legend Financial Advisors
Pennsylvania
$34.5K – – –
DWA
2143
Dougherty Wealth Advisers
Minnesota
$34.4K -$8.31K -142 -19%
RCM
2144
Raleigh Capital Management
North Carolina
$34.4K +$117 +2 +0.3%
SIS
2145
Strategic Investment Solutions
Illinois
$34.4K +$34.4K +555 New
NFSG
2146
Newbridge Financial Services Group
Florida
$34.2K -$27.8K -476 -45%
KFO
2147
Kopp Family Office
Minnesota
$33K – – –
EA
2148
Evolution Advisers
Virginia
$33K +$686 +12 +2%
PA
2149
Pineridge Advisors
Missouri
$32.4K -$103K -1,761 -76%
SFC
2150
SYM Financial Corp
Indiana
$32.4K +$5.79K +99 +22%
84 85
86
87 88