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 %
KHC
1201
Koesten Hirschmann & Crabtree
Kansas
$1.11M -$78.4K -1,415 -7%
PIMG
1202
Patriot Investment Management Group
Tennessee
$1.11M -$27.7K -500 -2%
CG
1203
Caprock Group
Idaho
$1.11M +$8.59K +155 +0.8%
MA
1204
MBA Advisors
Pennsylvania
$1.11M -$4.43K -80 -0.4%
WA
1205
WBH Advisory
Maryland
$1.1M -$39.9K -720 -4%
BFA
1206
Buttonwood Financial Advisors
Maryland
$1.1M -$98.7K -1,780 -8%
AWA
1207
ARQ Wealth Advisors
Arizona
$1.09M -$26.6K -480 -2%
KFGK
1208
Keystone Financial Group (Kentucky)
Kentucky
$1.09M -$177K -3,185 -14%
MAM
1209
MMA Asset Management
Pennsylvania
$1.09M -$21.3K -385 -2%
DW
1210
Dodds Wealth
Colorado
$1.09M +$1.09M +19,605 New
TPWA
1211
Twin Peaks Wealth Advisors
California
$1.08M +$1.08M +19,550 New
WCM
1212
Wealthcare Capital Management
Virginia
$1.08M -$318K -5,740 -23%
FTUS
1213
Flow Traders U.S.
New York
$1.08M -$10.4M -187,435 -91%
LA
1214
Legacy Advisors
Pennsylvania
$1.08M -$1.88M -33,935 -64%
OPA
1215
Old Port Advisors
Maine
$1.07M -$119K -2,155 -10%
WH
1216
Willner & Heller
California
$1.06M +$1.06M +19,050 New
T
1217
TNF
Montana
$1.05M -$1.62M -29,100 -61%
WEG
1218
World Equity Group
Illinois
$1.05M -$266K -4,790 -20%
ACG
1219
Allen Capital Group
Nebraska
$1.04M -$15.5K -280 -1%
WCAMG
1220
Woodard & Company Asset Management Group
North Carolina
$1.04M +$7.21K +130 +0.7%
PWM
1221
PBMares Wealth Management
Virginia
$1.04M -$3.33K -60 -0.3%
GPA
1222
Garrison Point Advisors
California
$1.04M +$139K +2,515 +16%
PTB
1223
Pioneer Trust Bank
Oregon
$1.04M – – –
Fisher Asset Management
1224
Fisher Asset Management
Washington
$1.03M +$396K +7,145 +62%
QCM
1225
QRG Capital Management
Illinois
$1.03M +$420K +7,570 +69%
47 48
49
50 51