IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,995 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 830 increasing their positions, 696 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.81%
Holding in Top 10
327
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.21%
New
146
Increased
830
Reduced
696
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.47B
2
FCAS
First Command Advisory Services
Texas
+$494M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$330M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$303M
5
PFO
Pathstone Family Office
New Jersey
+$297M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$178M
2
MRC
Millburn Ridgefield Corp
New York
-$106M
3
CCA
Catalyst Capital Advisors
New York
-$106M
4
Wells Fargo
Wells Fargo
California
-$70.7M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
USB
451
Union Savings Bank
Connecticut
$8.91M -$31.7K -635 -0.4%
FIM
452
Freedom Investment Management
Connecticut
$8.9M +$507K +10,175 +6%
TC
453
Telemus Capital
Michigan
$8.87M -$355K -7,110 -4%
EWA
454
Encompass Wealth Advisors
Oregon
$8.87M +$387K +7,765 +5%
DWT
455
Dorsey & Whitney Trust
South Dakota
$8.84M +$1.33M +26,730 +18%
GWAM
456
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.79M +$396K +7,950 +5%
PWA
457
Physician Wealth Advisors
Utah
$8.75M +$1.68M +34,075 +24%
ISWM
458
Independent Solutions Wealth Management
New York
$8.68M -$64.3K -1,290 -0.7%
TAM
459
Titleist Asset Management
Texas
$8.66M -$67.6K -1,355 -0.8%
UWPG
460
Ullmann Wealth Partners Group
Florida
$8.63M -$2.18M -43,745 -20%
GA
461
GFS Advisors
Texas
$8.62M +$170K +3,415 +2%
PBO
462
Peoples Bank (Ohio)
Ohio
$8.54M -$896K -17,960 -9%
CFG
463
Carr Financial Group
Massachusetts
$8.54M -$754K -15,250 -8%
SFB
464
STAR Financial Bank
Indiana
$8.44M -$58.6K -1,175 -0.7%
CFB
465
Cullen/Frost Bankers
Texas
$8.34M +$882K +17,685 +12%
RFO
466
RiverGlades Family Offices
Florida
$8.29M +$43.1K +865 +0.5%
GWMIA
467
Global Wealth Management Investment Advisory
Florida
$8.23M +$114K +2,290 +1%
CB
468
Commerce Bank
Missouri
$8.19M +$71.8K +1,440 +0.9%
TCBWMS
469
Texas Capital Bank Wealth Management Services
Texas
$8.18M +$192K +3,860 +2%
CNC
470
Citizens & Northern Corp
Pennsylvania
$8.17M -$92.8K -1,860 -1%
PAI
471
Pittenger & Anderson Inc
Nebraska
$8.17M +$692K +13,875 +9%
NGA
472
Naples Global Advisors
Florida
$8.17M -$778K -15,525 -9%
GC
473
Grimes & Company
Massachusetts
$8.16M -$59.3K -1,190 -0.7%
ACP
474
Arcus Capital Partners
Georgia
$8.11M -$239K -4,785 -3%
KWM
475
Kingsview Wealth Management
Oregon
$8.11M +$2.97M +59,645 +58%
17 18
19
20 21