IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,995 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 830 increasing their positions, 696 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.81%
Holding in Top 10
327
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.21%
New
146
Increased
830
Reduced
696
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.47B
2
FCAS
First Command Advisory Services
Texas
+$494M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$330M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$303M
5
PFO
Pathstone Family Office
New Jersey
+$297M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$178M
2
MRC
Millburn Ridgefield Corp
New York
-$106M
3
CCA
Catalyst Capital Advisors
New York
-$106M
4
Wells Fargo
Wells Fargo
California
-$70.7M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
MCF Advisors
Kentucky
$50M +$66.3K +1,325 +0.1%
FHA
127
First Horizon Advisors
Tennessee
$49.9M +$1.35M +27,005 +3%
DWM
128
Destination Wealth Management
California
$49.9M -$97K -1,945 -0.2%
JSW
129
Journey Strategic Wealth
New Jersey
$49.8M -$46.9K -940 -0.1%
SWP
130
Stratos Wealth Partners
Ohio
$49.6M +$3M +60,085 +6%
AT
131
American Trust
Kentucky
$49.5M -$77.3K -1,550 -0.2%
OIA
132
OneDigital Investment Advisors
Kansas
$48.8M +$7.82M +156,740 +19%
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.2M +$210K +4,210 +0.4%
MGIA
134
Moneta Group Investment Advisors
Missouri
$47.9M +$5.59M +112,115 +13%
GIM
135
Goelzer Investment Management
Indiana
$47.6M -$22.2K -445 -0%
IWC
136
Integrated Wealth Concepts
Massachusetts
$47.5M +$3.28M +65,860 +7%
CA
137
Cetera Advisors
Colorado
$47.1M +$6.22M +124,700 +15%
AF
138
Arrow Financial
New York
$46.8M -$361K -7,235 -0.8%
AI
139
Accredited Investors
Minnesota
$46.7M +$1.83M +36,775 +4%
JFA
140
JNBA Financial Advisors
Minnesota
$46.4M +$490K +9,825 +1%
PAS
141
Park Avenue Securities
New York
$46.3M +$40.3M +808,735 +675%
WI
142
Wintrust Investments
Illinois
$46M -$78.8K -1,580 -0.2%
WAS
143
Wealth Advisory Solutions
Indiana
$45.8M +$21.7M +413,870 +90%
AWM
144
AE Wealth Management
Kansas
$45.8M +$12.9M +259,005 +39%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$45.6M -$4M -80,270 -8%
RWB
146
RMR Wealth Builders
New Jersey
$45.3M +$4.85M +97,275 +12%
BP
147
Ballentine Partners
Massachusetts
$45.3M +$192K +3,855 +0.4%
BSB
148
Bangor Savings Bank
Maine
$44.8M -$233K -4,675 -0.5%
MWM
149
Modera Wealth Management
New Jersey
$44.8M -$525K -10,520 -1%
RWM
150
RKL Wealth Management
Pennsylvania
$44.7M +$1.24M +24,905 +3%
4 5
6
7 8