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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,159 hedge funds and large institutions have $60.1B invested in iShares Core S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 803 increasing their positions, 832 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.65%
Holding in Top 10
359
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+9.79%
% of All Funds
5.26%
New
286
Increased
803
Reduced
832
Closed
87
Calls
$40.9M
Puts
$17.2M
Net Calls
+$23.7M
Net Calls Change
+$4.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.86B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$374M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$263M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$258M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.57B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$440M
3
HNB
Huntington National Bank
Ohio
-$171M
4
Osaic Holdings
Osaic Holdings
Arizona
-$123M
5
HI
Horizon Investments
North Carolina
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
1501
Spotlight Asset Group
Illinois
$546K – – –
WIA
1502
World Investment Advisors
California
$544K -$43.2K -780 -7%
GWANC
1503
Guardian Wealth Advisors (North Carolina)
North Carolina
$544K +$2.5K +45 +0.5%
SHFA
1504
SC&H Financial Advisors
Maryland
$542K -$165K -2,975 -23%
WC
1505
Wynn Capital
Georgia
$541K +$541K +9,760 New
IA
1506
Insight Advisors
Pennsylvania
$540K -$26.9K -485 -5%
FNB
1507
Farmers National Bank
Kentucky
$540K -$8.31K -150 -2%
ACM
1508
Ardent Capital Management
Ohio
$540K – – –
RCM
1509
Radnor Capital Management
Pennsylvania
$540K +$133K +2,395 +33%
AIM
1510
Athena Investment Management
California
$535K – – –
BI
1511
Ballast Inc
Kentucky
$535K -$125K -2,255 -19%
BWM
1512
BCS Wealth Management
Tennessee
$533K +$277 +5 +0.1%
NPP
1513
New Potomac Partners
Maryland
$532K -$10.5K -190 -2%
CCMG
1514
Clark Capital Management Group
Pennsylvania
$531K +$15.8K +285 +3%
EFG
1515
Ethos Financial Group
Pennsylvania
$529K -$103K -1,865 -16%
NC
1516
Napatree Capital
Rhode Island
$529K +$529K +9,535 New
PCH
1517
PGIM Custom Harvest
New Jersey
$527K +$18K +325 +4%
WAG
1518
Wallace Advisory Group
California
$527K -$8.48K -170 -2%
MFG
1519
Mendota Financial Group
Wisconsin
$524K +$156K +2,815 +42%
MWM
1520
Maripau Wealth Management
Indiana
$523K -$584K -10,530 -53%
BIAS
1521
Beacon Investment Advisory Services
New Jersey
$519K – – –
PWS
1522
Peterson Wealth Services
Utah
$519K +$519K +9,355 New
GP
1523
Girard Partners
Pennsylvania
$518K -$22.7K -410 -4%
NHC
1524
Nicholas Hoffman & Company
Georgia
$518K -$12.8K -230 -2%
DP
1525
Dearborn Partners
Illinois
$517K +$1.11K +20 +0.2%
59 60
61
62 63