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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 %
BCM
1526
Becker Capital Management
Oregon
$517K – – –
LSPW
1527
Lake Street Private Wealth
Illinois
$517K -$9.43K -170 -2%
GCA
1528
Greenwood Capital Associates
South Carolina
$516K +$135K +2,440 +35%
PAM
1529
Peak Asset Management
Colorado
$516K – – –
FH
1530
FWG Holdings
Florida
$514K -$438K -8,005 -46%
AFC
1531
Adaptive Financial Consulting
Ohio
$512K +$2.49K +45 +0.5%
MIC
1532
Meridian Investment Counsel
California
$512K – – –
X
1533
Xponance
Pennsylvania
$512K +$177K +3,195 +53%
OLVIG
1534
Oliver Lagore Vanvalin Investment Group
Michigan
$511K -$25.2K -455 -5%
PWP
1535
Private Wealth Partners
California
$511K – – –
TW
1536
Towerpoint Wealth
California
$510K -$15.2K -275 -3%
HGA
1537
Hobbs Group Advisors
South Carolina
$509K +$509K +9,190 New
CWM
1538
Centurion Wealth Management
Virginia
$507K -$536K -9,675 -51%
LFRG
1539
Lazard Frères Gestion
France
$506K – – –
SNB
1540
Security National Bank
Nebraska
$504K -$138K -2,490 -21%
RPCA
1541
Running Point Capital Advisors
California
$504K – – –
TFP
1542
Tilia Fiduciary Partners
North Carolina
$503K +$5.54K +100 +1%
AIC
1543
Archer Investment Corporation
Indiana
$502K +$156K +2,815 +45%
PAMG
1544
Patton Albertson Miller Group
Tennessee
$502K – – –
VCP
1545
Verus Capital Partners
Arizona
$500K -$148K -2,665 -23%
APW
1546
Aurora Private Wealth
New Jersey
$500K -$90K -1,625 -15%
AW
1547
Avion Wealth
Texas
$500K +$44.9K +810 +10%
AFG
1548
Albion Financial Group
Utah
$499K +$27.2K +490 +6%
KFP
1549
KMG Fiduciary Partners
Ohio
$498K +$1.11K +20 +0.2%
GA
1550
Geller Advisors
New York
$495K -$32.7K -590 -6%
60 61
62
63 64