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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,159 hedge funds and large institutions have $60.1B invested in iShares Core S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 803 increasing their positions, 832 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.65%
Holding in Top 10
359
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+9.79%
% of All Funds
5.26%
New
286
Increased
803
Reduced
832
Closed
87
Calls
$40.9M
Puts
$17.2M
Net Calls
+$23.7M
Net Calls Change
+$4.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.86B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$374M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$263M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$258M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.57B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$440M
3
HNB
Huntington National Bank
Ohio
-$171M
4
Osaic Holdings
Osaic Holdings
Arizona
-$123M
5
HI
Horizon Investments
North Carolina
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Pinnacle Associates
New York
$17.7M -$134K -2,420 -0.8%
GT
302
Glenmede Trust
Pennsylvania
$17.6M +$449K +8,095 +3%
PSCM
303
Per Stirling Capital Management
Texas
$17.5M +$583K +10,510 +3%
SIA
304
Soltis Investment Advisors
Utah
$17.4M +$159K +2,860 +0.9%
Principal Financial Group
305
Principal Financial Group
Iowa
$17.4M -$459K -8,275 -3%
RhumbLine Advisers
306
RhumbLine Advisers
Massachusetts
$17.4M +$12M +217,320 +227%
PBF
307
Petix & Botte Financial
California
$17.3M +$188K +3,385 +1%
AFS
308
Aft Forsyth & Sober
Florida
$17.3M – – –
IB
309
Intrust Bank
Kansas
$17.2M +$57.6K +1,040 +0.3%
CC
310
Courier Capital
New York
$17.1M +$65.7K +1,185 +0.4%
GT
311
Glenview Trust
Kentucky
$17.1M +$665K +11,995 +4%
OGF
312
Orin Green Financial
California
$17.1M +$268K +4,840 +2%
SB
313
Simmons Bank
Arkansas
$17.1M -$791K -14,270 -4%
LNC
314
Lincoln National Corp
Pennsylvania
$16.7M +$6.66M +120,185 +66%
AA
315
Advisory Alpha
Michigan
$16.7M +$148K +2,675 +0.9%
FWTB
316
First Western Trust Bank
Colorado
$16.6M +$47.7K +860 +0.3%
TF
317
Tompkins Financial
New York
$16.5M +$1.75M +31,540 +12%
Allspring Global Investments
318
Allspring Global Investments
North Carolina
$16.5M +$92.8K +1,675 +0.6%
VIA
319
Vantagepoint Investment Advisers
District of Columbia
$16.5M – – –
CIM
320
CIM Investment Management
Pennsylvania
$16.3M +$256K +4,615 +2%
LA
321
Lynch & Associates
Indiana
$16.3M +$74K +1,335 +0.5%
FWM
322
FFT Wealth Management
Pennsylvania
$16.3M -$93.4K -1,685 -0.6%
MWM
323
Marietta Wealth Management
Georgia
$16.1M -$39.4K -710 -0.2%
LIM
324
Leavell Investment Management
Alabama
$16M +$493K +8,895 +3%
Millennium Management
325
Millennium Management
New York
$16M +$16M +288,470 New
11 12
13
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