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 %
RWMG
926
Redwood Wealth Management Group
New Jersey
$1.73M +$1.73M +35,780 New
IAIM
927
International Assets Investment Management
Florida
$1.73M +$653K +13,505 +61%
BF
928
Blankinship & Foster
California
$1.72M +$69.4K +1,435 +4%
WA
929
Waverly Advisors
Alabama
$1.71M -$165K -3,410 -9%
KBFS
930
Kohmann Bosshard Financial Services
Ohio
$1.71M – – –
CSIC
931
Clifford Swan Investment Counsel
California
$1.7M -$3.63K -75 -0.2%
PCMF
932
Private Capital Management (Florida)
Florida
$1.69M -$35.1K -725 -2%
RG
933
Rathbones Group
United Kingdom
$1.69M +$40.6K +840 +2%
AF
934
Advisornet Financial
Minnesota
$1.68M -$52.7K -1,090 -3%
WP
935
WealthSource Partners
California
$1.68M -$226K -4,680 -12%
NCM
936
Next Capital Management
New York
$1.67M +$68K +1,405 +4%
CFO
937
Colony Family Offices
North Carolina
$1.67M +$38.9K +805 +2%
OWA
938
One Wealth Advisors
California
$1.66M -$223K -4,605 -12%
FAM
939
Forte Asset Management
New York
$1.66M +$7.98K +165 +0.5%
BWM
940
BigSur Wealth Management
Florida
$1.66M – – –
WWC
941
Waypoint Wealth Counsel
Georgia
$1.65M +$1.65M +34,210 New
SCA
942
St. Clair Advisors
Ohio
$1.65M +$121K +2,500 +8%
NF
943
Nikulski Financial
Iowa
$1.65M +$37.7K +780 +2%
PTC
944
Philadelphia Trust Company
Pennsylvania
$1.64M – – –
EK
945
Evensky & Katz
Florida
$1.64M -$25.2K -520 -2%
IP
946
Investment Partners
Ohio
$1.63M -$157K -3,255 -9%
CWM
947
Campbell Wealth Management
Virginia
$1.63M +$62.4K +1,290 +4%
CG
948
Corundum Group
Colorado
$1.62M – – –
GWM
949
Geneos Wealth Management
Colorado
$1.62M +$8.71K +180 +0.5%
NEGWA
950
New England Guild Wealth Advisors
Connecticut
$1.61M -$105K -2,170 -6%
36 37
38
39 40