IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
US Bancorp
US Bancorp
Minnesota
+$143M
4
BBA
BLB&B Advisors
Pennsylvania
+$55M
5
Cerity Partners
Cerity Partners
New York
+$53.7M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$1.08B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$286M
3
CAM
Cresset Asset Management
Illinois
-$265M
4
BlackRock
BlackRock
New York
-$179M
5
HNB
Huntington National Bank
Ohio
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
TB
1376
Terril Brothers
Missouri
$513K – – –
MWM
1377
Maltin Wealth Management
New Jersey
$510K +$13K +260 +3%
FA
1378
Fountainhead AM
New Jersey
$509K +$70.1K +1,400 +16%
CT
1379
Clearstead Trust
Maine
$509K +$25.3K +505 +5%
GEA
1380
Glen Eagle Advisors
New Jersey
$509K – – –
DC
1381
Destiny Capital
Colorado
$508K +$124K +2,470 +32%
PWP
1382
Perfromance Wealth Partners
Illinois
$507K -$16.5K -330 -3%
MAM
1383
Marquette Asset Management
Minnesota
$506K – – –
DCM
1384
Dimension Capital Management
Florida
$503K – – –
ACA
1385
Aptus Capital Advisors
Alabama
$502K -$161K -3,220 -24%
Fisher Asset Management
1386
Fisher Asset Management
Washington
$501K +$48.5K +970 +11%
CWP
1387
CFM Wealth Partners
Texas
$501K – – –
AIP
1388
ARS Investment Partners
New York
$501K +$151K +3,020 +43%
SSWM
1389
Smith Salley Wealth Management
North Carolina
$501K +$5.75K +115 +1%
BMM
1390
Buffington Mohr McNeal
Idaho
$500K -$36.5K -730 -7%
PWS
1391
Peterson Wealth Services
Utah
$498K +$26.3K +525 +6%
SLG
1392
Stanley-Laman Group
Pennsylvania
$498K +$59.3K +1,185 +14%
FNB
1393
Farmers National Bank
Kentucky
$498K -$5.75K -115 -1%
CANC
1394
Culbertson A N & Co
Virginia
$497K -$74.3K -1,485 -13%
FFP
1395
FourThought Financial Partners
Florida
$491K +$500 +10 +0.1%
NPP
1396
New Potomac Partners
Maryland
$491K +$10.5K +210 +2%
BIAS
1397
Beacon Investment Advisory Services
New Jersey
$490K -$38K -760 -7%
HWA
1398
HHM Wealth Advisors
Tennessee
$488K -$75.8K -1,515 -13%
AIM
1399
Athena Investment Management
California
$483K – – –
CCMG
1400
Clark Capital Management Group
Pennsylvania
$483K -$2.4M -48,060 -83%
54 55
56
57 58