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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.

Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.66%
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
1
Morgan Stanley
New York
$3.83B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$480M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.3B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.19B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.34B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.08B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$715M
3
HNB
3
Huntington National Bank
Ohio
$197M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$169M
5
HI
5
Horizon Investments
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$67.3M +$2.31M +41,635 +4%
AFG
102
Arkansas Financial Group
Arkansas
$66.8M -$119K -2,150 -0.2%
PFM
103
Phillips Financial Management
Indiana
$66.2M -$141K -2,545 -0.2%
LF
104
Lee Financial
Texas
$65.7M -$1.99M -35,950 -3%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$65.7M -$4.07M -73,490 -6%
FSC
106
Full Sail Capital
Oklahoma
$65.2M +$3.21M +57,925 +5%
LRIA
107
Leonard Rickey Investment Advisors
Washington
$64.9M +$815K +14,710 +1%
PA
108
Planning Alternatives
Michigan
$64.6M +$148K +2,670 +0.2%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$63.9M +$1.9M +34,350 +3%
CAN
110
Cetera Advisor Networks
California
$63.8M -$9.66M -174,325 -13%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$62.6M -$9.9M -178,515 -14%
TFO
112
Tarbox Family Office
California
$61.8M +$601K +10,845 +1%
SFG
113
Sage Financial Group
Pennsylvania
$61.1M +$413K +7,445 +0.7%
CCFCSB
114
Cape Cod Five Cents Savings Bank
Massachusetts
$60.4M -$67.2M -1,212,145 -53%
EH
115
Equitable Holdings
New York
$58.5M +$8.94M +161,290 +18%
SWP
116
Stratos Wealth Partners
Ohio
$58.3M +$3.14M +56,615 +6%
Bank of Nova Scotia
117
Bank of Nova Scotia
Ontario, Canada
$57.9M – – –
GIM
118
Goelzer Investment Management
Indiana
$56.3M +$3.4M +61,395 +6%
MGIA
119
Moneta Group Investment Advisors
Missouri
$56.1M +$2.92M +52,630 +5%
VA
120
Valmark Advisers
Ohio
$56M -$1.5M -27,150 -3%
MA
121
MCF Advisors
Kentucky
$55.9M +$486K +8,770 +0.9%
RWB
122
RMR Wealth Builders
New Jersey
$55.8M +$5.46M +98,545 +11%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$55.5M -$74.5M -1,344,765 -57%
DWM
124
Destination Wealth Management
California
$55.4M -$66.5K -1,200 -0.1%
WTC
125
WhitTier Trust Company
Nevada
$54M -$1.93M -34,895 -3%
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