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
1
Arete Wealth Advisors
Illinois
$5.58B
2
CSA
2
Cottage Street Advisors
Massachusetts
$912M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.61B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.04B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.11B

Top Sellers

1
Citigroup
1
Citigroup
New York
$19M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$115M
3
HNB
3
Huntington National Bank
Ohio
$149M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$53.8M
5
BlackRock
5
BlackRock
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
126
Voya Financial Advisors
Connecticut
$46.9M -$3.32M -68,340 -7%
CAL
127
Capital Analysts LLC
Pennsylvania
$46.8M +$1.61M +33,205 +4%
MA
128
MCF Advisors
Kentucky
$46.2M -$189K -3,910 -0.4%
GIM
129
Goelzer Investment Management
Indiana
$44.7M +$2.54M +52,555 +6%
CAM
130
Chandler Asset Management
California
$44.4M – – –
BP
131
Ballentine Partners
Massachusetts
$44.3M -$328K -6,770 -0.7%
AF
132
Arrow Financial
New York
$44.1M +$1.39M +28,715 +3%
BSB
133
Bangor Savings Bank
Maine
$43.8M -$437K -9,030 -1%
WTC
134
WhitTier Trust Company
Nevada
$43.2M +$9.66M +199,680 +29%
JFA
135
JNBA Financial Advisors
Minnesota
$43.1M -$294K -6,070 -0.7%
CPIG
136
Chicago Partners Investment Group
Illinois
$43M +$2.83M +52,625 +7%
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$42.5M -$5.51M -113,850 -11%
SWP
138
Stratos Wealth Partners
Ohio
$42.4M -$1.42M -29,300 -3%
AI
139
Accredited Investors
Minnesota
$41.8M +$16.6M +343,155 +66%
SPIA
140
Steward Partners Investment Advisory
New York
$41.5M +$1.85M +38,220 +5%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$41.4M -$491K -10,145 -1%
HW
142
Hancock Whitney
Mississippi
$41.2M +$2.76M +57,010 +7%
ZB
143
Zions Bancorporation
Utah
$41.2M +$13M +267,960 +46%
RWM
144
RKL Wealth Management
Pennsylvania
$40.1M +$1.6M +33,175 +4%
BOS
145
Bank of Stockton
California
$39.9M +$2.56M +53,000 +7%
SFG
146
Sage Financial Group
Pennsylvania
$39.7M +$1.81M +37,460 +5%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$39.4M -$2.66M -54,910 -6%
CA
148
Cetera Advisors
Colorado
$39.3M +$3.52M +72,840 +10%
CW
149
Connectus Wealth
Ohio
$39.1M -$1.54M -31,705 -4%
Charles Schwab
150
Charles Schwab
California
$39M -$2.94M -60,745 -7%
4 5
6
7 8