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 %
CFGS
601
Concourse Financial Group Securities
Alabama
$5.25M +$1.37M +27,360 +35%
CTC
602
Central Trust Company
Missouri
$5.23M -$77.6K -1,555 -1%
G
603
GenTrust
Florida
$5.22M -$6.61M -131,970 -56%
GFS
604
GYL Financial Synergies
Connecticut
$5.21M +$101K +2,020 +2%
DJYG
605
David J. Yvars Group
Florida
$5.19M -$128K -2,570 -2%
MMA
606
Miracle Mile Advisors
California
$5.18M -$209K -4,190 -4%
PFA
607
Pure Financial Advisors
California
$5.16M -$334K -6,700 -6%
AWM
608
Apollon Wealth Management
South Carolina
$5.14M -$683K -13,705 -12%
LIA
609
LBMC Investment Advisors
Tennessee
$5.13M +$1.7K +35 +0%
BHIA
610
Birch Hill Investment Advisors
Massachusetts
$5.1M +$29.7K +595 +0.6%
SCM
611
SOL Capital Management
Maryland
$5.1M -$496K -9,950 -9%
BBHC
612
Brown Brothers Harriman & Co
New York
$5.05M +$329K +6,595 +7%
PMG
613
ProVise Management Group
Florida
$5.01M -$209K -4,195 -4%
TCA
614
Trifecta Capital Advisors
Illinois
$4.99M +$230K +4,615 +5%
FC
615
Financial Council
Maryland
$4.97M +$183K +3,670 +4%
UWM
616
USAdvisors Wealth Management
Minnesota
$4.96M +$610K +12,225 +14%
TFA
617
Trinity Financial Advisors
Ohio
$4.96M +$216K +4,325 +5%
CAM
618
Campion Asset Management
Virginia
$4.96M +$574K +11,505 +13%
FNBOO
619
First National Bank of Omaha
Nebraska
$4.92M -$287K -5,750 -6%
CIR
620
Clear Investment Research
Georgia
$4.87M +$104K +2,090 +2%
PPC
621
Park Place Capital
Alabama
$4.82M -$9.73K -195 -0.2%
AL
622
Aspiriant LLC
California
$4.8M -$512K -10,265 -10%
RhumbLine Advisers
623
RhumbLine Advisers
Massachusetts
$4.78M -$4.01M -80,425 -46%
WA
624
Wealth Alliance
New York
$4.76M +$1.84M +36,915 +63%
SFG
625
Summit Financial Group
West Virginia
$4.75M -$2.49K -50 -0.1%
23 24
25
26 27