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 %
PVI
1176
Pine Valley Investments
New Jersey
$1.19M -$3.6K -65 -0.3%
DI
1177
Disciplined Investments
Oklahoma
$1.19M – – –
WCWM
1178
Wooster Corthell Wealth Management
Connecticut
$1.19M +$8.04K +145 +0.7%
LA
1179
Lane & Associates
New Jersey
$1.19M +$59K +1,065 +5%
National Bank of Canada
1180
National Bank of Canada
Quebec, Canada
$1.17M -$6.06K -110 -0.5%
JWBC
1181
John W. Brooker & Co
California
$1.17M +$13K +235 +1%
IWP
1182
Invenio Wealth Partners
Florida
$1.17M -$24.9K -450 -2%
SIC
1183
Samalin Investment Counsel
New York
$1.17M -$18.6K -335 -2%
SWM
1184
Stockman Wealth Management
Montana
$1.16M -$56K -1,010 -5%
CWA
1185
Continuum Wealth Advisors
New York
$1.16M – – –
LWANC
1186
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.16M +$3.05K +55 +0.3%
HCM
1187
Hollencrest Capital Management
California
$1.16M – – –
IAG
1188
Investment Advisory Group
Massachusetts
$1.15M +$147K +2,655 +15%
CFA
1189
CWS Financial Advisors
Michigan
$1.15M -$10.5K -190 -0.9%
ASFA
1190
All Season Financial Advisors
Colorado
$1.15M -$2.57M -46,380 -69%
SMWM
1191
Silvia McColl Wealth Management
California
$1.14M +$58.8K +1,060 +5%
MJRIC
1192
Mogy Joel R Investment Counsel
California
$1.14M -$159K -2,865 -12%
MAM
1193
MWA Asset Management
Massachusetts
$1.14M +$11.6K +210 +1%
CHA
1194
Carmichael Hill & Associates
Maryland
$1.14M -$15.5K -280 -1%
CCM
1195
Crew Capital Management
Ohio
$1.14M -$115K -2,080 -9%
PA
1196
Procyon Advisors
Connecticut
$1.13M +$215K +3,885 +23%
LMIM
1197
Lockheed Martin Investment Management
Maryland
$1.12M – – –
WP
1198
WealthShield Partners
North Carolina
$1.12M -$1.53M -27,635 -58%
RA
1199
Ruggaard & Associates
Ohio
$1.12M – – –
MOACM
1200
Mutual of America Capital Management
New York
$1.12M +$40.7K +735 +4%
46 47
48
49 50