IJH icon

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 %
PPA
2251
Painted Porch Advisors
California
$11.5K +$11.5K +185 New
GWM
2252
Grand Wealth Management
Michigan
$11.2K – – –
ZRP
2253
Zynergy Retirement Planning
New Jersey
$10.9K – – –
KSB
2254
Kennebec Savings Bank
Maine
$10.6K +$10.6K +170 New
LWMI
2255
Legacy Wealth Management (Idaho)
Idaho
$10.1K +$10.1K +155 New
LIS
2256
Legacy Investment Solutions
Idaho
$10.1K +$10.1K +155 New
SHF
2257
Safe Harbor Fiduciary
Florida
$10K +$10K +161 New
GG
2258
Gleason Group
Kentucky
$9.38K -$3.73K -60 -28%
FPF
2259
First Pacific Financial
Washington
$8.41K +$8.41K +135 New
NMG
2260
New Millennium Group
Utah
$8.38K -$4.84K -78 -37%
EBA
2261
Eagle Bay Advisors
New York
$8.1K – – –
CTB
2262
Country Trust Bank
Illinois
$7.6K -$13.4K -215 -64%
PFA
2263
Pathway Financial Advisers
Indiana
$7.36K – – –
WGS
2264
Washington Growth Strategies
District of Columbia
$6.6K +$6.6K +411 New
C
2265
Covestor
United Kingdom
$6K -$3.22K -52 -35%
GPFA
2266
Game Plan Financial Advisors
Ohio
$5.61K – – –
CPA
2267
Capital Performance Advisors
California
$4.99K +$4.99K +80 New
HWP
2268
Highline Wealth Partners
California
$4.72K +$62 +1 +1%
TVWM
2269
Tower View Wealth Management
Wisconsin
$4.57K – – –
TAM
2270
Tucker Asset Management
Colorado
$4.36K -$375K -6,025 -99%
HR
2271
Howe & Rusling
New York
$4.05K -$18.7K -300 -82%
CWM
2272
CarsonAllaria Wealth Management
Illinois
$3.81K +$3.81K +61 New
GM
2273
GeoWealth Management
Illinois
$3.62K +$3.62K +58 New
FFL
2274
Financial Freedom LLC
Ohio
$3.59K +$62 +1 +2%
DF
2275
Dunhill Financial
United Kingdom
$2.8K +$2.8K +45 New
89 90
91
92 93