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 %
HCMT
1326
Highland Capital Management (Tennessee)
Tennessee
$791K -$24.9K -450 -3%
MLL
1327
Moody Lynn & Lieberson
Massachusetts
$791K – – –
GGI
1328
Godsey & Gibb Inc
Virginia
$791K +$55.7K +1,005 +8%
MFT
1329
Moisand Fitzgerald Tamayo
Florida
$787K -$30.8K -555 -4%
SW
1330
SteelPeak Wealth
California
$784K -$2.91M -52,575 -79%
AF
1331
Apollon Financial
South Carolina
$782K +$782K +14,110 New
FI
1332
Financial Insights
Washington
$782K – – –
CKAIS
1333
Christensen King & Associates Investment Services
Washington
$779K +$779K +14,055 New
WJWM
1334
Williams Jones Wealth Management
New York
$776K -$94.2K -1,700 -11%
WCG
1335
Weaver Consulting Group
California
$776K +$277 +5 +0%
PWP
1336
Principle Wealth Partners
Connecticut
$775K -$66.5K -1,200 -8%
JWS
1337
Juncture Wealth Strategies
Arizona
$766K +$92.6K +1,670 +14%
MCM
1338
MV Capital Management
Maryland
$763K -$107K -1,935 -12%
BCA
1339
Bay Colony Advisors
Massachusetts
$763K +$25.8K +465 +3%
VAFP
1340
Vahanian & Associates Financial Planning
New York
$760K -$319K -5,750 -30%
KL
1341
KWMG LLC
Kansas
$760K -$50.2K -905 -6%
SP
1342
Stonebrook Private
Michigan
$757K +$757K +13,665 New
QCM
1343
Quantinno Capital Management
New York
$755K -$894K -16,135 -54%
FNA
1344
First National Advisers
Nebraska
$752K +$377K +6,805 +101%
NRI
1345
NFP Retirement Inc
California
$751K +$2.5K +45 +0.3%
NLP
1346
Next Level Private
New York
$751K +$3.05K +55 +0.4%
CWC
1347
Carolinas Wealth Consulting
North Carolina
$750K +$56.3K +1,015 +8%
S
1348
SignatureFD
Georgia
$750K -$11.4K -205 -1%
KA
1349
Kooman & Associates
Pennsylvania
$749K +$47.7K +860 +7%
YWS
1350
Yarger Wealth Strategies
Ohio
$747K -$10.5K -190 -1%
52 53
54
55 56