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 %
BFM
926
Broadview Financial Management
Wisconsin
$2.32M -$157K -2,840 -6%
BHBT
927
Burke & Herbert Bank & Trust
Virginia
$2.32M +$70.7K +1,275 +3%
CPC
928
Consolidated Planning Corp
Georgia
$2.32M +$1.95M +35,265 +538%
WCWM
929
Willow Creek Wealth Management
California
$2.32M +$1.54M +27,785 +199%
IGWM
930
ICA Group Wealth Management
Colorado
$2.31M -$55.4K -1,000 -2%
FFO
931
Fortitude Family Office
Arizona
$2.29M +$2.29M +41,265 New
WCFA
932
Walkner Condon Financial Advisors
Wisconsin
$2.29M +$562K +10,140 +33%
PPWP
933
Premier Path Wealth Partners
New Jersey
$2.29M +$2.29M +40,900 New
KP
934
Keel Point
Alabama
$2.28M -$1.03M -18,560 -31%
MFG
935
Merit Financial Group
Georgia
$2.25M -$2.93M -52,850 -57%
RT
936
Rockland Trust
Massachusetts
$2.25M -$13.6K -245 -0.6%
PCMF
937
Private Capital Management (Florida)
Florida
$2.24M +$54.3K +980 +2%
CAL
938
Capital Advisors Ltd
Ohio
$2.23M +$6.65K +120 +0.3%
Koshinski Asset Management
939
Koshinski Asset Management
Illinois
$2.22M -$1.55M -28,025 -41%
NFP
940
NorthLanding Financial Partners
New York
$2.21M -$85.9K -1,550 -4%
JCM
941
Jacobi Capital Management
Pennsylvania
$2.21M -$23K -415 -1%
CPC
942
Congress Park Capital
New York
$2.21M -$148K -2,665 -6%
CFFP
943
Center for Financial Planning
Michigan
$2.21M +$27.7K +500 +1%
BAM
944
Belpointe Asset Management
Nevada
$2.21M -$392K -7,070 -15%
CBB
945
Citizens Business Bank
California
$2.2M +$6.37K +115 +0.3%
GAM
946
GEM Asset Management
Michigan
$2.19M -$1.94K -35 -0.1%
PCA
947
Providence Capital Advisors
North Carolina
$2.18M +$24.7K +445 +1%
CTFG
948
Capstone Triton Financial Group
Oklahoma
$2.18M -$87.9K -1,585 -4%
NF
949
Nikulski Financial
Iowa
$2.18M -$36.3K -655 -2%
BFEC
950
Benjamin F. Edwards & Company
Missouri
$2.17M +$77.3K +1,395 +4%
36 37
38
39 40