IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$2.76B
2
CSA
Cottage Street Advisors
Massachusetts
+$908M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$628M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$532M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$148M

Top Sellers

1
Citigroup
Citigroup
New York
-$362M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$176M
3
HNB
Huntington National Bank
Ohio
-$125M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$120M
5
BlackRock
BlackRock
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
551
Armbruster Capital Management
New York
$5.61M -$133K -2,750 -2%
TFCP
552
Twin Focus Capital Partners
Massachusetts
$5.59M -$188K -3,880 -3%
FNBOO
553
First National Bank of Omaha
Nebraska
$5.58M -$172K -3,555 -3%
BCM
554
Boltwood Capital Management
California
$5.57M +$57.8K +1,195 +1%
CTA
555
Colonial Trust Advisors
South Carolina
$5.52M +$124K +2,560 +2%
EWM
556
EPG Wealth Management
Georgia
$5.51M +$117K +2,410 +2%
CFA
557
Cahill Financial Advisors
Minnesota
$5.51M -$699K -14,445 -11%
KWM
558
Kingsview Wealth Management
Oregon
$5.5M +$872K +18,030 +19%
AWM
559
Apollon Wealth Management
South Carolina
$5.5M +$121K +2,500 +2%
HSA
560
HBK Sorce Advisory
Pennsylvania
$5.5M +$3.19M +65,960 +138%
PAI
561
Pittenger & Anderson Inc
Nebraska
$5.41M +$1.84M +38,065 +52%
SCM
562
SOL Capital Management
Maryland
$5.38M +$33.9K +700 +0.6%
PB
563
Pinnacle Bancorp
Nebraska
$5.35M -$6.53K -135 -0.1%
RWG
564
Regal Wealth Group
California
$5.32M +$57.6K +1,190 +1%
TCM
565
Telos Capital Management
California
$5.32M +$21.5K +445 +0.4%
CCM
566
Canal Capital Management
Virginia
$5.31M -$133K -2,740 -2%
BCMO
567
Buckingham Capital Management (Ohio)
Ohio
$5.3M +$80.3K +1,660 +2%
TDWM
568
Topel & Distasi Wealth Management
California
$5.29M -$8.47K -175 -0.2%
PCIA
569
Prime Capital Investment Advisors
Kansas
$5.28M +$1.07M +22,060 +25%
JWCA
570
J.W. Cole Advisors
Florida
$5.28M -$300K -6,195 -5%
SSWM
571
Sheets Smith Wealth Management
North Carolina
$5.28M – – –
BMD
572
Better Money Decisions
New Mexico
$5.27M +$111K +2,295 +2%
SCM
573
SCS Capital Management
Massachusetts
$5.27M -$552K -11,415 -9%
BSW
574
Buckingham Strategic Wealth
Missouri
$5.27M -$259K -5,360 -5%
UWM
575
USAdvisors Wealth Management
Minnesota
$5.26M +$169K +3,500 +3%
21 22
23
24 25