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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 %
MFC
1351
Morris Financial Concepts
South Carolina
$745K -$24.9K -450 -3%
LWM
1352
Luminvest Wealth Management
Arizona
$744K +$744K +59,570 New
AFG
1353
Atomi Financial Group
New York
$743K -$31.3K -565 -4%
BWAM
1354
Boyd Watterson Asset Management
Ohio
$739K – – –
NRG
1355
Nemes Rush Group
Michigan
$736K +$136K +2,450 +23%
RSS
1356
Rosenblum Silverman Sutton
California
$734K -$8.31K -150 -1%
SC
1357
Stephens Consulting
Michigan
$732K -$4.16K -75 -0.6%
ACP
1358
Aveo Capital Partners
Colorado
$732K -$47.7K -860 -6%
SC
1359
Sepio Capital
Utah
$732K – – –
SWM
1360
SFG Wealth Management
Maryland
$729K +$122K +2,205 +20%
NFC
1361
Northeast Financial Consultants
Connecticut
$729K +$554 +10 +0.1%
BWM
1362
BKM Wealth Management
Wisconsin
$728K +$728K +13,130 New
BWM
1363
Baystate Wealth Management
Massachusetts
$726K -$925K -16,685 -56%
SWM
1364
Shelton Wealth Management
Texas
$723K – – –
EWM
1365
Executive Wealth Management
Michigan
$719K +$259K +4,665 +56%
HFS
1366
Howard Financial Services
Texas
$718K +$30.2K +545 +4%
PSF
1367
Pacific Sun Financial
California
$718K -$67.9K -1,225 -9%
PFGIA
1368
Patriot Financial Group Insurance Agency
Massachusetts
$717K -$927K -16,730 -56%
MA
1369
MONECO Advisors
Connecticut
$716K -$91.5K -1,650 -11%
PIP
1370
Peachtree Investment Partners
Florida
$716K -$28.5K -515 -4%
O3W
1371
Omni 360 Wealth
New Jersey
$715K +$715K +12,895 New
GAG
1372
GM Advisory Group
New York
$714K – – –
CT
1373
Clearstead Trust
Maine
$711K +$86.7K +1,565 +14%
CIC
1374
Cutler Investment Counsel
Oregon
$709K +$226K +4,080 +47%
HC
1375
Hamilton Capital
Ohio
$708K +$5.54K +100 +0.8%
53 54
55
56 57