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 %
FB
1051
Fulton Bank
Pennsylvania
$1.66M +$252K +4,550 +18%
RRA
1052
Round Rock Advisors
Connecticut
$1.66M -$18.3K -330 -1%
CPP
1053
Capasso Planning Partners
South Carolina
$1.66M -$112K -2,025 -6%
HCA
1054
Harbour Capital Advisors
Virginia
$1.66M – – –
AG
1055
Ascent Group
Virginia
$1.65M -$151K -2,670 -8%
AFO
1056
Allie Family Office
Florida
$1.64M +$1.64M +29,515 New
FFA
1057
First Foundation Advisors
California
$1.64M – – –
SBLIC
1058
Security Benefit Life Insurance Company
Kansas
$1.64M +$1.08M +19,500 +195%
APP
1059
Avantax Planning Partners
Iowa
$1.63M -$43.5K -785 -3%
MCM
1060
Maple Capital Management
Vermont
$1.63M +$241K +4,345 +17%
MI
1061
Moneywise Inc
Virginia
$1.63M -$24.4K -440 -1%
CCM
1062
Condor Capital Management
New Jersey
$1.62M -$5.54K -100 -0.3%
P
1063
Pitcairn
Pennsylvania
$1.62M – – –
TFF
1064
The Family Firm
Maryland
$1.62M +$554 +10 +0%
CC
1065
Cadinha & Co
Hawaii
$1.62M -$63.2K -1,140 -4%
MW
1066
Marcum Wealth
Ohio
$1.6M +$39.9K +720 +3%
AFC
1067
AFT Forsyth & Company
Florida
$1.6M -$11.6K -210 -0.7%
B
1068
Bridgeworth
Alabama
$1.6M +$3.05K +55 +0.2%
BMWM
1069
Brown Miller Wealth Management
Virginia
$1.6M +$50.2K +905 +3%
EK
1070
Evensky & Katz
Florida
$1.59M +$8.59K +155 +0.5%
EFG
1071
Ehrlich Financial Group
California
$1.58M +$1.58M +28,525 New
EB
1072
Eastern Bank
Massachusetts
$1.58M -$9.7K -175 -0.6%
BFA
1073
Beacon Financial Advisory
Ohio
$1.57M -$279K -5,030 -15%
FWP
1074
FAS Wealth Partners
Kansas
$1.57M +$54.6K +985 +4%
RWMG
1075
Redwood Wealth Management Group
New Jersey
$1.57M -$3.05K -55 -0.2%
41 42
43
44 45