IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$2.76B
2
CSA
Cottage Street Advisors
Massachusetts
+$908M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$628M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$532M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$148M

Top Sellers

1
Citigroup
Citigroup
New York
-$362M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$176M
3
HNB
Huntington National Bank
Ohio
-$125M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$120M
5
BlackRock
BlackRock
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
1451
LVM Capital Management
Michigan
$411K – – –
CAMG
1452
CWA Asset Management Group
Florida
$410K +$84.2K +1,740 +26%
AFAS
1453
Acorn Financial Advisory Services
Virginia
$410K +$65.3K +1,350 +19%
TCB
1454
Texas Capital Bancshares
Texas
$410K -$180K -3,720 -31%
HFAS
1455
Hummer Financial Advisory Services
Illinois
$409K – – –
EA
1456
Eudaimonia Advisors
Tennessee
$408K +$6.77K +140 +2%
ASFA
1457
All Season Financial Advisors
Colorado
$408K -$3.33M -68,745 -89%
CIA
1458
Choate Investment Advisors
Massachusetts
$407K – – –
SRC
1459
Sage Rhino Capital
California
$406K – – –
CP
1460
Capital Planning
Washington
$406K – – –
DC
1461
Destiny Capital
Colorado
$404K +$404K +7,690 New
DI
1462
DAGCO Inc
Ohio
$403K -$18.1K -375 -4%
SIAP
1463
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$402K – – –
PGIM
1464
Pacific Global Investment Management
California
$399K – – –
SCM
1465
Schnieders Capital Management
California
$396K +$11.1K +230 +3%
4WM
1466
4J Wealth Management
Virginia
$395K +$17.2K +355 +5%
WPP
1467
Whalerock Point Partners
Rhode Island
$395K – – –
JPG
1468
Jordan Park Group
California
$394K – – –
RW
1469
RVW Wealth
California
$393K -$22.5K -465 -5%
JHCP
1470
Jackson Hole Capital Partners
Oklahoma
$393K – – –
FFA
1471
Founders Financial Alliance
North Carolina
$391K -$13.5K -280 -3%
FANJ
1472
Financial Architects (New Jersey)
New Jersey
$390K – – –
BFA
1473
Bill Few Associates
Pennsylvania
$389K +$33.4K +690 +9%
First Manhattan
1474
First Manhattan
New York
$388K – – –
WP
1475
Westmount Partners
California
$387K +$387K +8,000 New
57 58
59
60 61