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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 %
LF
1501
Lantz Financial
Illinois
$447K +$447K +8,965 New
KFP
1502
KMG Fiduciary Partners
Ohio
$447K -$14K -280 -3%
CSB
1503
City State Bank
Iowa
$444K – – –
HBW
1504
Hazlett, Burt & Watson
West Virginia
$444K +$117K +2,310 +36%
PMFA
1505
Plante Moran Financial Advisors
Michigan
$441K -$160K -3,210 -27%
SC
1506
SouthState Corp
Florida
$440K +$6.98K +140 +2%
QPWM
1507
Quadrant Private Wealth Management
Pennsylvania
$440K +$440K +8,775 New
GSAM
1508
Grant Street Asset Management
Pennsylvania
$439K +$8.73K +175 +2%
AC
1509
AlphaCore Capital
California
$439K +$7.77K +155 +2%
CHAM
1510
Clear Harbor Asset Management
Connecticut
$439K – – –
CIC
1511
Cutler Investment Counsel
Oregon
$436K -$4.01K -80 -0.9%
MCM
1512
Mattern Capital Management
Colorado
$430K -$45.6K -915 -10%
WCP
1513
Wick Capital Partners
Pennsylvania
$430K +$249 +5 +0.1%
TPW
1514
Transatlantique Private Wealth
New York
$430K – – –
SEP
1515
Southland Equity Partners
Missouri
$430K -$10.7K -215 -2%
1WA
1516
180 Wealth Advisors
Washington
$429K +$17.7K +355 +4%
PWP
1517
Perfromance Wealth Partners
Illinois
$425K – – –
WAM
1518
WNY Asset Management
New York
$425K -$4.24K -85 -1%
AFG
1519
Albion Financial Group
Utah
$425K -$3.99K -80 -0.9%
MAM
1520
Marquette Asset Management
Minnesota
$424K -$66.1K -1,325 -13%
HFAS
1521
Hummer Financial Advisory Services
Illinois
$424K – – –
JHCP
1522
Jackson Hole Capital Partners
Oklahoma
$423K +$13.5K +270 +3%
BC
1523
Burney Company
Virginia
$423K -$25.2K -505 -6%
CP
1524
Capital Planning
Washington
$421K – – –
RFG
1525
Range Financial Group
Oregon
$420K – – –
59 60
61
62 63