IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
US Bancorp
US Bancorp
Minnesota
+$143M
4
BBA
BLB&B Advisors
Pennsylvania
+$55M
5
Cerity Partners
Cerity Partners
New York
+$53.7M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$1.08B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$286M
3
CAM
Cresset Asset Management
Illinois
-$265M
4
BlackRock
BlackRock
New York
-$179M
5
HNB
Huntington National Bank
Ohio
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
676
IHT Wealth Management
Illinois
$3.86M +$20.8K +415 +0.5%
UL
677
Unionview LLC
Washington
$3.83M +$34K +680 +0.9%
CB
678
Centennial Bank
Arkansas
$3.8M -$17.5K -350 -0.5%
SBLIC
679
Security Benefit Life Insurance Company
Kansas
$3.8M -$1.33M -26,500 -26%
CWM
680
Cornerstone Wealth Management
Missouri
$3.78M +$3.78M +75,510 New
EWA
681
EP Wealth Advisors
California
$3.77M +$1.24M +115,150 +49%
MC
682
Middleton & Co
Massachusetts
$3.76M +$277K +5,545 +8%
EW
683
Element Wealth
Mississippi
$3.75M +$64.3K +1,285 +2%
RWA
684
River Wealth Advisors
Pennsylvania
$3.74M +$27K +540 +0.7%
FG
685
Fiduciary Group
Georgia
$3.74M +$253K +5,060 +7%
IF
686
Intrua Financial
Texas
$3.72M -$412K -8,485 -10%
PCM
687
Perritt Capital Management
Illinois
$3.71M +$24.8K +495 +0.7%
SFG
688
Sather Financial Group
Texas
$3.69M – – –
MYIA
689
Mount Yale Investment Advisors
Colorado
$3.69M +$282K +5,640 +8%
CI
690
CX Institutional
Indiana
$3.67M +$173K +3,455 +5%
VFP
691
Verus Financial Partners
Virginia
$3.66M -$36.5K -760 -1%
FA
692
FC Advisory
Pennsylvania
$3.66M -$75.8K -1,515 -2%
WF
693
Welch & Forbes
Massachusetts
$3.66M -$144K -2,875 -4%
T
694
TCWP
Ohio
$3.64M -$210K -4,195 -5%
NL
695
NEPC LLC
Massachusetts
$3.63M – – –
FPW
696
Flagship Private Wealth
Massachusetts
$3.63M -$75.3K -1,505 -2%
WEG
697
World Equity Group
Illinois
$3.58M +$1.53M +20,130 +75%
BFS
698
Bard Financial Services
Connecticut
$3.56M -$43.8K -875 -1%
SAM
699
Smithbridge Asset Management
Pennsylvania
$3.54M -$1.61M -32,220 -31%
CIC
700
Carnegie Investment Counsel
Ohio
$3.53M +$213K +4,260 +6%
26 27
28
29 30