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 %
LFG
651
Leverty Financial Group
Wisconsin
$4.11M -$48.9K -1,010 -1%
WP
652
Wealthspan Partners
Iowa
$4.11M +$67.2K +1,390 +2%
FBA
653
Front Barnett Associates
Illinois
$4.11M -$33.6K -695 -0.8%
GP
654
Geneva Partners
Wisconsin
$4.08M +$3.44M +71,190 +546%
VC
655
Vestor Capital
Illinois
$4.07M +$8.71K +180 +0.2%
VFP
656
Verus Financial Partners
Virginia
$4.07M -$111K -2,095 -3%
SWA
657
Stratos Wealth Advisors
Ohio
$4.06M -$55.2K -1,140 -1%
Koshinski Asset Management
658
Koshinski Asset Management
Illinois
$4.06M +$80.1K +1,655 +2%
LWM
659
Lyell Wealth Management
California
$4.04M +$506K +10,450 +14%
WCM
660
Washburn Capital Management
Florida
$4.04M -$328K -6,770 -8%
LFAS
661
Level Four Advisory Services
Texas
$4.01M +$1.98M +40,885 +97%
BFWA
662
Benchmark Financial Wealth Advisors
Florida
$3.99M +$296K +6,120 +8%
MHS
663
M Holdings Securities
Oregon
$3.96M +$764K +15,785 +24%
BIA
664
Bigelow Investment Advisors
Maine
$3.95M +$457K +9,445 +13%
FPCG
665
Forum Private Client Group
Indiana
$3.93M -$63.1K -1,305 -2%
CFS
666
CRA Financial Services
New Jersey
$3.91M -$165K -3,415 -4%
CAM
667
Campion Asset Management
Virginia
$3.9M -$69.2K -1,430 -2%
BBHC
668
Brown Brothers Harriman & Co
New York
$3.9M +$17.7K +365 +0.5%
CWM
669
Cranbrook Wealth Management
Michigan
$3.89M +$104K +2,145 +3%
SAM
670
Securian Asset Management
Minnesota
$3.87M – – –
SCG
671
Sonata Capital Group
Washington
$3.86M – – –
CAGAS
672
Capital Advisory Group Advisory Services
Minnesota
$3.85M +$91.9K +1,900 +2%
MPW
673
MGO Private Wealth
California
$3.82M +$1.1M +22,835 +41%
FAM
674
Frontier Asset Management
Wyoming
$3.8M +$3.8M +78,595 New
USAA
675
United Services Automobile Association
Texas
$3.77M -$646K -13,360 -15%
25 26
27
28 29