IJH icon

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 %
NGA
476
Naples Global Advisors
Florida
$8.89M -$149K -2,690 -2%
SLT
477
St Louis Trust
Missouri
$8.84M – – –
IPW
478
IronBridge Private Wealth
Texas
$8.77M +$8.77M +158,210 New
CNC
479
Citizens & Northern Corp
Pennsylvania
$8.76M -$326K -5,885 -4%
PR
480
Payden & Rygel
California
$8.74M +$17.2K +310 +0.2%
EIP
481
Ellis Investment Partners
Pennsylvania
$8.73M -$31.3K -565 -0.4%
BWA
482
BlueChip Wealth Advisors
Georgia
$8.68M +$8.68M +156,565 New
CAC
483
Certified Advisory Corp
Florida
$8.66M +$8.66M +156,250 New
FWIA
484
Fort Washington Investment Advisors
Ohio
$8.65M -$99.5K -1,795 -1%
SAG
485
SageView Advisory Group
California
$8.64M +$3.87M +69,745 +81%
AIA
486
Armor Investment Advisors
North Carolina
$8.61M +$1.23M +22,120 +17%
ZIM
487
Zacks Investment Management
Illinois
$8.61M -$3.35M -60,455 -28%
ABC
488
Associated Banc-Corp
Wisconsin
$8.55M +$274K +4,935 +3%
SIC
489
Sterling Investment Counsel
New York
$8.48M +$156K +2,810 +2%
RSVP
490
Ramsay Stattman Vela & Price
Colorado
$8.46M -$94.2K -1,700 -1%
OFG
491
Omega Financial Group
California
$8.43M +$476K +8,595 +6%
EIA
492
Eldridge Investment Advisors
New Hampshire
$8.34M +$7.24M +130,590 +658%
KOMWMG
493
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.3M +$129K +2,325 +2%
Brown Advisory
494
Brown Advisory
Maryland
$8.25M -$65.4K -1,180 -0.8%
NHT
495
New Hampshire Trust
New Hampshire
$8.25M -$520K -9,390 -6%
BBNA
496
Bremer Bank National Association
Minnesota
$8.22M -$148K -2,670 -2%
RPC
497
Rossmore Private Capital
Connecticut
$8.2M +$105K +1,895 +1%
ITB
498
Idaho Trust Bank
Idaho
$8.18M +$2.18M +39,305 +36%
CFB
499
Cullen/Frost Bankers
Texas
$8.13M -$1.14M -20,575 -12%
TCM
500
Telos Capital Management
California
$8.11M +$37.7K +680 +0.5%
18 19
20
21 22