IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,995 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 830 increasing their positions, 696 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.81%
Holding in Top 10
327
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.21%
New
146
Increased
830
Reduced
696
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.47B
2
FCAS
First Command Advisory Services
Texas
+$494M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$330M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$303M
5
PFO
Pathstone Family Office
New Jersey
+$297M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$178M
2
MRC
Millburn Ridgefield Corp
New York
-$106M
3
CCA
Catalyst Capital Advisors
New York
-$106M
4
Wells Fargo
Wells Fargo
California
-$70.7M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
1226
MOTCO
Texas
$832K +$47.6K +955 +6%
PA
1227
Procyon Advisors
Connecticut
$826K +$550K +11,030 +199%
HNW
1228
High Note Wealth
Minnesota
$826K – – –
PCM
1229
Pointe Capital Management
Michigan
$824K +$16.2K +325 +2%
EWM
1230
Empirical Wealth Management
Washington
$822K -$13.2K -265 -2%
HBWM
1231
Hollow Brook Wealth Management
New York
$821K – – –
AAG
1232
Armstrong Advisory Group
Massachusetts
$812K +$66.8K +1,340 +9%
EAM
1233
Evanson Asset Management
California
$811K +$4.74K +95 +0.6%
TIA
1234
Traphagen Investment Advisors
New Jersey
$810K -$6.98K -140 -0.9%
GPA
1235
Garrison Point Advisors
California
$809K +$8.73K +175 +1%
CWM
1236
Calamos Wealth Management
Illinois
$804K +$22.4K +450 +3%
SFP
1237
Shepherd Financial Partners
Massachusetts
$803K -$121K -2,425 -13%
AP
1238
Appleton Partners
Massachusetts
$800K +$28.4K +570 +4%
CFO
1239
Collective Family Office
Pennsylvania
$800K +$12.7K +255 +2%
JAFL
1240
Jay A. Fishman Ltd
Michigan
$799K -$9.97K -200 -1%
KSWA
1241
Kathleen S. Wright Associates
Pennsylvania
$797K -$3.99K -80 -0.5%
DIA
1242
Dana Investment Advisors
Wisconsin
$796K – – –
CCA
1243
Cobblestone Capital Advisors
New York
$795K -$5.74K -115 -0.7%
WF
1244
WoodTrust Financial
Wisconsin
$792K +$792K +15,875 New
FHC
1245
First Heartland Consultants
Missouri
$785K +$184K +3,690 +31%
RPGK
1246
Retirement Planning Group (Kansas)
Kansas
$785K +$9.97K +200 +1%
MCM
1247
MV Capital Management
Maryland
$783K – – –
NSIM
1248
North Star Investment Management
Illinois
$783K -$57.6K -1,155 -7%
WJWM
1249
Williams Jones Wealth Management
New York
$783K -$38.4K -770 -5%
TIM
1250
Tortoise Investment Management
New York
$778K +$153K +3,065 +24%
48 49
50
51 52