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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 %
BCMLT
2126
Beacon Capital Management LLC (Tennessee)
Tennessee
$167K +$113K +1,809 +209%
HFS
2127
Hantz Financial Services
Michigan
$166K +$166K +2,667 New
IBOK
2128
Independence Bank of Kentucky
Kentucky
$165K +$115K +1,852 +235%
TLA
2129
Tanglewood Legacy Advisors
Texas
$164K – – –
EAM
2130
Eukles Asset Management
Ohio
$164K – – –
ECM
2131
Elgethun Capital Management
South Dakota
$162K +$312 +5 +0.2%
ETC
2132
Exchange Traded Concepts
Oklahoma
$161K +$161K +2,580 New
FUBT
2133
First United Bank & Trust
Maryland
$160K -$21.8K -350 -12%
CPG
2134
Cornerstone Planning Group
New Jersey
$158K -$32.7K -521 -17%
RFA
2135
Register Financial Advisors
Georgia
$154K -$15K -240 -9%
W
2136
WealthCollab
Washington
$151K – – –
SA
2137
SRH Advisors
Kansas
$150K – – –
AWM
2138
Angeles Wealth Management
California
$150K – – –
FFA
2139
Frazier Financial Advisors
Ohio
$149K +$1.5K +24 +1%
BC
2140
Barrett & Company
Rhode Island
$149K – – –
RAM
2141
Ramirez Asset Management
New York
$148K – – –
CTWM
2142
Cherry Tree Wealth Management
Minnesota
$147K – – –
WB
2143
Webster Bank
Connecticut
$146K – – –
FPB
2144
First PREMIER Bank
South Dakota
$145K -$351K -5,635 -71%
SC
2145
Steph & Co
Wisconsin
$139K – – –
TC
2146
Trust Company
Kansas
$137K – – –
T
2147
Tidemark
California
$135K +$10.5K +169 +8%
FGC
2148
Financial Gravity Companies
Texas
$134K +$134K +2,150 New
MFA
2149
Morling Financial Advisors
California
$133K – – –
SFCL
2150
Strengthening Families & Communities LLC
Massachusetts
$132K +$499 +8 +0.4%
84 85
86
87 88