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 %
CWM
1001
CCG Wealth Management
California
$1.9M -$347K -6,255 -15%
Legal & General Group
1002
Legal & General Group
United Kingdom
$1.9M +$1.73M +31,250 +1,042%
BWM
1003
BigSur Wealth Management
Florida
$1.9M – – –
FA
1004
FDx Advisors
Illinois
$1.89M +$784K +14,140 +71%
NP
1005
NorthRock Partners
Minnesota
$1.89M +$1.57M +34,100 +481%
RFA
1006
RTD Financial Advisors
Pennsylvania
$1.89M +$1.89M +34,100 New
RSWM
1007
Robertson Stephens Wealth Management
California
$1.89M -$5.29M -95,395 -74%
AWA
1008
Amplius Wealth Advisors
Pennsylvania
$1.88M +$47.7K +860 +3%
PTC
1009
Philadelphia Trust Company
Pennsylvania
$1.87M – – –
FGAM
1010
Financial Gravity Asset Management
Texas
$1.87M +$225K +5,230 +14%
OCM
1011
Objective Capital Management
Ohio
$1.87M -$121K -2,175 -6%
CGPCS
1012
Capital Group Private Client Services
California
$1.86M +$15.5K +280 +0.8%
I
1013
INVST
Indiana
$1.86M -$1.62M -29,490 -47%
EB
1014
Exchange Bank
California
$1.85M – – –
DWG
1015
Darden Wealth Group
Michigan
$1.84M +$1.84M +33,205 New
TIA
1016
Tiemann Investment Advisors
California
$1.84M +$123K +2,225 +7%
FG
1017
Fairman Group
Pennsylvania
$1.84M +$1.84M +33,110 New
PCA
1018
Pallas Capital Advisors
Massachusetts
$1.83M -$1.26M -22,770 -41%
MWM
1019
Mission Wealth Management
California
$1.83M +$134K +2,410 +8%
CWM
1020
Campbell Wealth Management
Virginia
$1.83M -$21.1K -380 -1%
OFS
1021
Oldfather Financial Services
Nebraska
$1.83M -$554 -10 -0%
CG
1022
Corundum Group
Colorado
$1.82M – – –
MTIC
1023
Missouri Trust & Investment Company
Missouri
$1.82M – – –
IP
1024
Ignite Planners
California
$1.81M -$27.6K -500 -2%
PCM
1025
Presidio Capital Management
California
$1.8M +$82.3K +1,485 +5%
39 40
41
42 43