IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,995 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 830 increasing their positions, 696 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.81%
Holding in Top 10
327
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.21%
New
146
Increased
830
Reduced
696
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.47B
2
FCAS
First Command Advisory Services
Texas
+$494M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$330M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$303M
5
PFO
Pathstone Family Office
New Jersey
+$297M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$178M
2
MRC
Millburn Ridgefield Corp
New York
-$106M
3
CCA
Catalyst Capital Advisors
New York
-$106M
4
Wells Fargo
Wells Fargo
California
-$70.7M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
926
Focus Partners Advisor Solutions
Missouri
$1.96M -$350K -7,010 -15%
Legacy Financial Group (Iowa)
927
Legacy Financial Group (Iowa)
Iowa
$1.96M +$1.96M +39,235 New
1IA
928
1834 Investment Advisors
Wisconsin
$1.95M -$21.7K -435 -1%
SAM
929
Silvercrest Asset Management
New York
$1.95M -$60.6K -1,215 -3%
ACIM
930
Azimuth Capital Investment Management
Michigan
$1.95M -$2.49K -50 -0.1%
PA
931
PSI Advisors
Florida
$1.95M -$92.5K -1,855 -5%
PCA
932
Providence Capital Advisors
North Carolina
$1.94M -$21.2K -425 -1%
RWP
933
Revolve Wealth Partners
New Jersey
$1.93M -$123K -2,465 -6%
GC
934
Gilbert & Cook
Iowa
$1.93M +$354K +7,095 +22%
CWS
935
Cypress Wealth Services
California
$1.91M +$1.67M +33,510 +713%
PPP
936
Private Portfolio Partners
New Jersey
$1.9M +$55.1K +1,105 +3%
KWM
937
Keebeck Wealth Management
Illinois
$1.9M +$1.66M +33,095 +690%
BWM
938
Birchcreek Wealth Management
Ohio
$1.89M +$261K +5,235 +16%
BFEC
939
Benjamin F. Edwards & Company
Missouri
$1.88M +$206K +4,140 +12%
B
940
Bensler
Washington
$1.88M -$15K -300 -0.8%
GGS
941
Galvin Gaustad & Stein
Arizona
$1.88M -$81K -1,625 -4%
TF
942
Trek Financial
Arizona
$1.88M +$1.58M +31,675 +533%
GWM
943
Geneos Wealth Management
Colorado
$1.86M +$61.3K +1,230 +3%
TSW
944
Three Seasons Wealth
Utah
$1.85M +$1.85M +36,990 New
CI
945
Cambiar Investors
Colorado
$1.85M +$371K +7,430 +25%
AIA
946
Arcadia Investment Advisors
Idaho
$1.84M -$997 -20 -0.1%
PWG
947
Private Wealth Group
Florida
$1.84M +$551K +11,045 +43%
SIS
948
Strategic Investment Solutions
Illinois
$1.83M +$1.8M +34,410 +6,200%
API
949
Advisor Partners II
California
$1.83M +$1.59M +31,915 +664%
WA
950
Waverly Advisors
Alabama
$1.83M -$306K -6,145 -14%
36 37
38
39 40