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 %
GWANC
1426
Guardian Wealth Advisors (North Carolina)
North Carolina
$459K +$1.25K +25 +0.3%
TFP
1427
Tilia Fiduciary Partners
North Carolina
$459K +$2.25K +45 +0.5%
IFO
1428
Independent Family Office
New York
$457K +$457K +9,125 New
FF
1429
Financial Futures
New Jersey
$456K -$8.51K -170 -2%
CWM
1430
Centurion Wealth Management
Virginia
$455K -$33.5K -670 -7%
LSIA
1431
LaSalle St. Investment Advisors
Illinois
$455K +$10.3K +205 +2%
BFA
1432
Bill Few Associates
Pennsylvania
$454K +$52K +1,040 +13%
AFP
1433
Ausdal Financial Partners
Iowa
$452K -$86.1K -1,720 -16%
MCM
1434
Mattern Capital Management
Colorado
$452K +$135K +2,700 +43%
AAM
1435
Augustine Asset Management
Florida
$451K – – –
CSB
1436
City State Bank
Iowa
$450K -$9.52K -190 -2%
RWM
1437
Ritholtz Wealth Management
New York
$450K – – –
OCFG
1438
O'Connor Financial Group
Illinois
$449K +$449K +8,980 New
SC
1439
SouthState Corp
Florida
$449K -$2.5K -50 -0.6%
CAM
1440
Carret Asset Management
New York
$449K +$13.8K +275 +3%
BC
1441
Burney Company
Virginia
$449K – – –
CIC
1442
Cutler Investment Counsel
Oregon
$447K -$5K -100 -1%
PP
1443
Prosperity Planning
Missouri
$446K +$446K +8,920 New
4WM
1444
4J Wealth Management
Virginia
$446K +$36.8K +735 +9%
PWP
1445
Private Wealth Partners
California
$445K +$445K +8,890 New
VPIM
1446
Vanguard Personalized Indexing Management
California
$443K +$443K +8,850 New
IAS
1447
IMA Advisory Services
Colorado
$442K – – –
CHAM
1448
Clear Harbor Asset Management
Connecticut
$441K – – –
TW
1449
Transform Wealth
Colorado
$440K +$178K +3,555 +68%
BP
1450
BCK Partners
New York
$440K -$147K -2,935 -25%
56 57
58
59 60