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 %
BWM
901
BerganKDV Wealth Management
Minnesota
$1.86M +$46.2K +955 +3%
WS
902
Wedbush Securities
California
$1.85M -$31K -640 -2%
CA
903
Claro Advisors
Massachusetts
$1.84M +$108K +2,235 +6%
KIA
904
KCM Investment Advisors
California
$1.83M +$13.8K +285 +0.8%
FHA
905
Flagship Harbor Advisors
Massachusetts
$1.82M +$71.4K +1,475 +4%
JIC
906
Joel Isaacson & Co
New York
$1.82M +$752K +15,535 +71%
AA
907
Advisory Alpha
Michigan
$1.81M +$19.6K +405 +1%
ACIM
908
Azimuth Capital Investment Management
Michigan
$1.81M -$18.9K -390 -1%
PA
909
Parallel Advisors
California
$1.8M -$169K -3,490 -9%
PWMG
910
Pinnacle Wealth Management Group
Michigan
$1.8M +$343K +7,085 +23%
PGWM
911
Pitti Group Wealth Management
New York
$1.8M +$73.8K +1,525 +4%
CFFP
912
Center for Financial Planning
Michigan
$1.8M +$23.7K +490 +1%
AG
913
Ascent Group
Virginia
$1.8M -$77.4K -1,600 -4%
EWM
914
Endurance Wealth Management
Rhode Island
$1.8M -$19.8K -410 -1%
USCWA
915
U.S. Capital Wealth Advisors
Texas
$1.79M +$38.9K +805 +2%
BA
916
Ballew Advisors
Mississippi
$1.79M -$97K -1,895 -5%
BFEC
917
Benjamin F. Edwards & Company
Missouri
$1.79M -$128K -2,645 -7%
BFA
918
Beacon Financial Advisory
Ohio
$1.78M -$38.7K -800 -2%
MFC
919
Morris Financial Concepts
South Carolina
$1.77M -$153K -3,160 -8%
KWM
920
Kaydan Wealth Management
Michigan
$1.77M +$27.8K +575 +2%
PPP
921
Private Portfolio Partners
New Jersey
$1.75M +$108K +2,240 +7%
CW
922
CIC Wealth
Maryland
$1.75M +$1.75M +36,150 New
NCG
923
Newport Capital Group
New Jersey
$1.74M -$1.81M -37,330 -51%
AAMC
924
Asset Allocation & Management Company
Illinois
$1.73M – – –
KFGK
925
Keystone Financial Group (Kentucky)
Kentucky
$1.73M +$34.1K +705 +2%
35 36
37
38 39