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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 %
DCM
2201
Davis Capital Management
Florida
$49.2K +$20.2K +324 +70%
CICI
2202
Capital Investment Counsel Inc
North Carolina
$48.9K – – –
SWC
2203
Spectrum Wealth Counsel
Indiana
$45.8K – – –
LI
2204
LRI Investments
Florida
$41.8K – – –
FIM
2205
FWL Investment Management
Texas
$41.4K – – –
PA
2206
Pineridge Advisors
Missouri
$40.1K +$5.61K +90 +16%
IF
2207
Integrity Financial
Wyoming
$39.3K – – –
TWD
2208
True Wealth Design
Ohio
$39K – – –
RCM
2209
Raleigh Capital Management
North Carolina
$37.5K +$810 +13 +2%
DWM
2210
Darwin Wealth Management
Florida
$35K +$35K +562 New
KFO
2211
Kopp Family Office
Minnesota
$35K – – –
EA
2212
Evolution Advisers
Virginia
$35K – – –
SIS
2213
Strategic Investment Solutions
Illinois
$34.6K – – –
SFC
2214
SYM Financial Corp
Indiana
$34.5K – – –
AAP
2215
Arax Advisory Partners
Colorado
$34.3K +$125 +2 +0.4%
HCP
2216
Hexagon Capital Partners
Arkansas
$34.2K -$2.87K -46 -8%
EWA
2217
Elevate Wealth Advisory
Georgia
$33.7K – – –
MSFP
2218
Mark Sheptoff Financial Planning
Connecticut
$31.5K – – –
NFA
2219
Northwest Financial Advisors
Virginia
$31.3K +$31.3K +502 New
BAM
2220
Bellevue Asset Management
Washington
$31.2K -$15.6K -250 -33%
DWA
2221
Dougherty Wealth Advisers
Minnesota
$31.2K -$5.48K -88 -15%
WAG
2222
Wiser Advisor Group
Arizona
$29.7K – – –
BAM
2223
Byrne Asset Management
New Jersey
$29.6K – – –
PK
2224
Pflug Koory
Nebraska
$29.6K +$29.6K +475 New
Bank Julius Baer & Co
2225
Bank Julius Baer & Co
Switzerland
$29.6K -$101K -1,369 -77%
87 88
89
90 91