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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 %
HCP
2151
Hexagon Capital Partners
Arkansas
$48.4K +$5.89K +97 +14%
CICI
2152
Capital Investment Counsel Inc
North Carolina
$47.7K – – –
BCMLT
2153
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.4K -$2.73K -45 -5%
BAM
2154
Bellevue Asset Management
Washington
$45.6K – – –
DWA
2155
Dougherty Wealth Advisers
Minnesota
$44.3K – – –
WAG
2156
Wiser Advisor Group
Arizona
$43K – – –
POIA
2157
Pin Oak Investment Advisors
Texas
$42K – – –
FMP
2158
Financial Management Professionals
Texas
$40K +$40K +657 New
RCM
2159
Rain Capital Management
Oregon
$39.8K – – –
ZCM
2160
Ziegler Capital Management
Illinois
$38.7K – – –
IF
2161
Integrity Financial
Wyoming
$38.3K -$8.5K -140 -18%
IBOK
2162
Independence Bank of Kentucky
Kentucky
$38K -$15.2K -250 -29%
TWD
2163
True Wealth Design
Ohio
$38K – – –
LFA
2164
Legend Financial Advisors
Pennsylvania
$35.8K – – –
RCM
2165
Raleigh Capital Management
North Carolina
$35.6K +$35.6K +586 New
EA
2166
Evolution Advisers
Virginia
$35K – – –
KFO
2167
Kopp Family Office
Minnesota
$34K – – –
LCK
2168
LeRoy C. Kopp
$34K +$34K +565 New
EPW
2169
Evergreen Private Wealth
Colorado
$33.4K – – –
AAP
2170
Arax Advisory Partners
Colorado
$33.3K +$182 +3 +0.6%
EWA
2171
Elevate Wealth Advisory
Georgia
$32.8K – – –
TWP
2172
TFO Wealth Partners
Ohio
$31K – – –
MSFP
2173
Mark Sheptoff Financial Planning
Connecticut
$30.7K +$6.38K +105 +26%
IRC
2174
Investors Research Corp
Georgia
$30.4K +$607 +10 +2%
BAM
2175
Byrne Asset Management
New Jersey
$28.9K -$4.25K -70 -13%
85 86
87
88 89