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 %
SW
1051
SlateStone Wealth
Florida
$1.2M +$339K +7,000 +39%
GI
1052
GS Investments
Minnesota
$1.2M -$1.21K -25 -0.1%
PCA
1053
Personal Capital Advisors
California
$1.19M +$31.9K +660 +3%
BA
1054
Bridge Advisory
California
$1.19M +$154K +3,190 +15%
MCA
1055
Magnolia Capital Advisors
Mississippi
$1.18M -$8.95K -185 -0.8%
PIMG
1056
Patriot Investment Management Group
Tennessee
$1.18M -$18.8K -360 -2%
EW
1057
Evoke Wealth
California
$1.17M – – –
KLCM
1058
KG&L Capital Management
Louisiana
$1.17M -$32.2K -665 -3%
H
1059
HoyleCohen
California
$1.17M +$71.4K +1,475 +6%
TLFA
1060
True Link Financial Advisors
California
$1.17M -$692K -14,300 -37%
Wealth Enhancement Advisory Services
1061
Wealth Enhancement Advisory Services
Minnesota
$1.17M -$68.7K -1,330 -6%
AWA
1062
ARQ Wealth Advisors
Arizona
$1.16M -$11.1K -230 -1%
LSA
1063
Lansing Street Advisors
Pennsylvania
$1.16M +$45.7K +945 +4%
AFG
1064
Allegheny Financial Group
Pennsylvania
$1.14M +$1.21K +25 +0.1%
SDWMA
1065
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.14M +$292K +6,040 +34%
FAAM
1066
First Ascent Asset Management
Colorado
$1.14M +$1.14M +23,625 New
AWM
1067
Accurate Wealth Management
Florida
$1.14M +$186K +3,720 +19%
KL
1068
KWMG LLC
Kansas
$1.14M -$229K -4,730 -17%
T. Rowe Price Associates
1069
T. Rowe Price Associates
Maryland
$1.14M – – –
LRWA
1070
Long Run Wealth Advisors
New York
$1.14M -$18.1K -375 -2%
SS
1071
Simplicity Solutions
Minnesota
$1.14M -$438K -9,050 -28%
TPWA
1072
TRUE Private Wealth Advisors
Oregon
$1.14M -$226K -4,675 -17%
TPA
1073
Trivium Point Advisory
Connecticut
$1.13M – – –
SAM
1074
S.A. Mason
Michigan
$1.13M – – –
WCWM
1075
Wooster Corthell Wealth Management
Connecticut
$1.13M -$11.4K -235 -1%
41 42
43
44 45