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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 %
MBFW
1526
Morton Brown Family Wealth
Pennsylvania
$420K – – –
SIAP
1527
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$419K – – –
SRC
1528
Sage Rhino Capital
California
$419K – – –
SFP
1529
Strategic Financial Partners
Oregon
$418K – – –
LCM
1530
LVM Capital Management
Michigan
$417K – – –
EHC
1531
Everett Harris & Co
California
$417K – – –
CSWM
1532
Cassady Schiller Wealth Management
Ohio
$416K +$3.24K +65 +0.8%
EWM
1533
Executive Wealth Management
Michigan
$414K -$748 -15 -0.2%
MS
1534
Madden Securities
Texas
$412K – – –
HWM
1535
Hemington Wealth Management
Virginia
$412K +$92.9K +1,865 +29%
DL
1536
DOHJ LLC
Washington
$411K -$4.43K -90 -1%
PGIM
1537
Pacific Global Investment Management
California
$411K – – –
RB
1538
Renasant Bank
Mississippi
$411K +$42.1K +845 +11%
KFA
1539
Kelleher Financial Advisors
New York
$410K – – –
AW
1540
Avion Wealth
Texas
$409K – – –
IAS
1541
IMA Advisory Services
Colorado
$408K -$2.49K -50 -0.6%
AWA
1542
Alta Wealth Advisors
Massachusetts
$408K +$43.6K +875 +12%
WPP
1543
Whalerock Point Partners
Rhode Island
$407K – – –
OCFG
1544
O'Connor Financial Group
Illinois
$407K -$44.4K -890 -10%
JPG
1545
Jordan Park Group
California
$406K – – –
BTI
1546
Blue Trust Inc
Georgia
$404K -$1.05K -20 -0.3%
FPB
1547
First PREMIER Bank
South Dakota
$404K +$26.7K +535 +7%
BP
1548
BBR Partners
New York
$404K +$201K +4,030 +99%
First Manhattan
1549
First Manhattan
New York
$402K +$2.49K +50 +0.6%
JSL
1550
JT Stratford LLC
Georgia
$399K +$83.3K +1,670 +26%
60 61
62
63 64