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 %
BA
851
Bridge Advisory
California
$2.94M +$560K +10,095 +23%
LWM
852
Lyell Wealth Management
California
$2.94M -$630K -11,360 -18%
HPC
853
HM Payson & Co
Maine
$2.92M -$56.5K -1,020 -2%
CWM
854
C2C Wealth Management
Arizona
$2.89M -$325K -5,815 -10%
HWMT
855
Heritage Wealth Management (Texas)
Texas
$2.87M -$22.2K -400 -0.8%
UF
856
Univest Financial
Pennsylvania
$2.87M +$9.42K +170 +0.3%
GAA
857
Guardian Asset Advisors
Pennsylvania
$2.87M +$2.87M +51,760 New
HCC
858
Hirtle Callaghan & Co
Pennsylvania
$2.87M -$970K -17,500 -25%
GHA
859
GW Henssler & Associates
Georgia
$2.84M -$51.3K -925 -2%
ECM
860
Evergreen Capital Management
Washington
$2.83M +$494K +8,905 +21%
BRM
861
Boston Research & Management
Massachusetts
$2.8M +$14.1K +255 +0.5%
SIAS
862
Summit Investment Advisory Services
Minnesota
$2.79M +$118K +2,135 +4%
GFWA
863
Grey Fox Wealth Advisors
Delaware
$2.79M -$168K -3,030 -6%
CAG
864
Csenge Advisory Group
Florida
$2.79M -$40.5K -730 -1%
LSIA
865
LaSalle St. Investment Advisors
Illinois
$2.76M -$3.67M -6,610 -57%
Russell Investments Group
866
Russell Investments Group
United Kingdom
$2.74M +$62.4K +1,125 +2%
HSA
867
HBK Sorce Advisory
Pennsylvania
$2.74M -$131K -2,355 -5%
SFG
868
SevenBridge Financial Group
Pennsylvania
$2.73M -$225K -4,065 -8%
CIC
869
Carnegie Investment Counsel
Ohio
$2.72M -$831K -14,990 -23%
CA
870
Continuum Advisory
Idaho
$2.72M +$144K +2,590 +6%
TAM
871
Townsend Asset Management
North Carolina
$2.72M -$67.1K -1,210 -2%
PCMC
872
Private Capital Management (Colorado)
Colorado
$2.71M +$1.01M +18,290 +60%
LGA
873
Lebenthal Global Advisors
New York
$2.69M +$2.69M +48,540 New
Empower Advisory Group
874
Empower Advisory Group
Colorado
$2.69M -$94.8K -1,710 -3%
BFO
875
Biltmore Family Office
North Carolina
$2.68M -$19.1K -345 -0.7%
33 34
35
36 37