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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 %
AWM
2151
Aspire Wealth Management
Massachusetts
$131K – – –
FFC
2152
First Financial Corp
Indiana
$130K -$1.25K -20 -1%
SN
2153
Sittner & Nelson
Oregon
$130K – – –
RMC
2154
Resources Management Corp
Connecticut
$128K – – –
HC
2155
Hara Capital
Washington
$128K +$128K +2,050 New
MIM
2156
MTM Investment Management
South Carolina
$127K -$6.23K -100 -5%
SMA
2157
Sage Mountain Advisors
Georgia
$127K – – –
RI
2158
Ridgewood Investments
New Jersey
$125K -$404K -6,485 -76%
CMBA
2159
C.M. Bidwell & Associates
Hawaii
$123K – – –
MRCM
2160
M&R Capital Management
New Jersey
$118K +$249 +4 +0.2%
EWP
2161
Elevation Wealth Partners
California
$118K – – –
TCM
2162
TruNorth Capital Management
Michigan
$118K -$89.1K -1,429 -43%
YDMI
2163
Y.D. More Investments
Israel
$115K – – –
DMIC
2164
Dixon Mitchell Investment Counsel
British Columbia, Canada
$109K – – –
HIIFS
2165
Harel Insurance Investments & Financial Services
Israel
$109K – – –
SIM
2166
Studio Investment Management
Illinois
$108K +$94.7K +1,520 +688%
OW
2167
Olistico Wealth
Oklahoma
$106K – – –
AWM
2168
AllSquare Wealth Management
New York
$106K – – –
JFG
2169
JDM Financial Group
Texas
$106K – – –
BA
2170
Ballast Advisors
Minnesota
$105K – – –
TFA
2171
Toth Financial Advisory
Virginia
$103K -$2.31K -37 -2%
AT
2172
Avalon Trust
New Mexico
$103K – – –
RIL
2173
Rothschild Investment LLC
Illinois
$98.2K – – –
ATC
2174
Advantage Trust Company
Kansas
$94.1K – – –
WAM
2175
WFA Asset Management
Wisconsin
$93.2K – – –
85 86
87
88 89