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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.

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 %
DACG
1226
Donor Advised Charitable Giving
California
$1.02M +$40.7K +735 +4%
TFGT
1227
TS Financial Group (TSFG)
Illinois
$1.02M -$148K -2,675 -13%
RPGK
1228
Retirement Planning Group (Kansas)
Kansas
$1.02M +$144K +2,605 +17%
WF
1229
WoodTrust Financial
Wisconsin
$1.01M +$132K +2,375 +15%
CBT
1230
CoreFirst Bank & Trust
Kansas
$1.01M +$282K +5,085 +39%
OFS
1231
Orrstown Financial Services
Pennsylvania
$1.01M +$1.01M +18,205 New
HGWM
1232
Horst & Graben Wealth Management
Oregon
$1.01M -$2.24M -40,340 -69%
SDWMA
1233
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.01M -$145K -2,625 -13%
AIM
1234
Anchor Investment Management
South Carolina
$998K +$61K +1,100 +7%
CAS
1235
Coppell Advisory Solutions
Texas
$996K +$996K +17,960 New
SXL
1236
Summit X LLC
Missouri
$981K -$43.7K -805 -4%
COCM
1237
Charter Oak Capital Management
New Hampshire
$978K -$13K -235 -1%
SFG
1238
Sovereign Financial Group
Connecticut
$977K -$378K -6,825 -28%
DFG
1239
Demars Financial Group
Washington
$977K -$11.9K -215 -1%
VFPI
1240
Vantage Financial Partners (Illinois)
Illinois
$976K +$346K +6,235 +55%
EA
1241
Everpar Advisors
Oklahoma
$975K +$975K +17,590 New
TNBTD
1242
Trustmark National Bank Trust Department
Mississippi
$975K -$15.5K -280 -2%
PCM
1243
Pointe Capital Management
Michigan
$975K +$58.8K +1,060 +6%
EIA
1244
Edgemoor Investment Advisors
Maryland
$974K – – –
HA
1245
HFG Advisors
Ohio
$969K +$38.2K +690 +4%
AP
1246
Appleton Partners
Massachusetts
$969K +$80.1K +1,445 +9%
LCM
1247
LVM Capital Management
Michigan
$969K +$506K +9,120 +109%
SAM
1248
S.A. Mason
Michigan
$969K – – –
OCM
1249
One Capital Management
California
$967K +$228K +4,115 +31%
PIA
1250
Panoramic Investment Advisors
Colorado
$967K -$26.9K -485 -3%
48 49
50
51 52