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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 %
ECM
1401
EagleClaw Capital Management
Massachusetts
$670K +$17.2K +310 +3%
DTC
1402
Davidson Trust Company
Washington
$666K +$28K +505 +4%
RA
1403
Rise Advisors
New York
$665K -$46K -830 -6%
RF
1404
Rollins Financial
Georgia
$664K -$407K -7,335 -38%
RFA
1405
Rollins Financial Advisors
New York
$664K +$664K +11,990 New
GWSA
1406
Global Wealth Strategies & Associates
Colorado
$664K -$63.2K -1,140 -9%
RZH
1407
Relyea Zuckerberg Hanson
Connecticut
$664K +$5.82K +105 +0.9%
VWM
1408
Venturi Wealth Management
Texas
$664K -$438K -7,905 -40%
BWP
1409
Baldwin Wealth Partners
Massachusetts
$662K -$5.82K -105 -0.9%
SFP
1410
Shepherd Financial Partners
Massachusetts
$662K -$230K -4,155 -26%
LWM
1411
Lakeridge Wealth Management
Ohio
$657K +$657K +11,860 New
BFA
1412
Bragg Financial Advisors
North Carolina
$657K – – –
WLPWM
1413
Walled Lake Planning & Wealth Management
Illinois
$655K +$4.99K +90 +0.8%
EFP
1414
EnRich Financial Partners
Wisconsin
$654K +$654K +11,795 New
CPA
1415
Cardiff Park Advisors
California
$653K +$8.31K +150 +1%
IPW
1416
Intergy Private Wealth
Colorado
$652K -$44.1K -795 -6%
GEA
1417
Glen Eagle Advisors
New Jersey
$651K +$32.4K +585 +5%
4WM
1418
49 Wealth Management
Texas
$649K +$649K +11,705 New
PWA
1419
Primoris Wealth Advisors
Florida
$648K +$648K +11,695 New
TIM
1420
Thompson Investment Management
Wisconsin
$648K +$648K +11,690 New
SC
1421
SouthState Corp
Florida
$648K +$159K +2,860 +32%
PFG
1422
PAX Financial Group
Texas
$646K -$1.28M -22,955 -66%
BFG
1423
Beacon Financial Group
Texas
$644K -$250K -4,510 -28%
CCM
1424
Cambridge Capital Management
Illinois
$643K +$643K +11,605 New
SHF
1425
Stage Harbor Financial
Massachusetts
$643K +$643K +11,590 New
55 56
57
58 59