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 %
HFS
1551
Haverford Financial Services
Pennsylvania
$399K – – –
MCA
1552
Martin Capital Advisors
Texas
$398K – – –
FSA
1553
Fort Sheridan Advisors
Illinois
$398K – – –
SRC
1554
Shufro Rose & Co
New York
$393K – – –
NCM
1555
NCM Capital Management
New Jersey
$390K – – –
PCG
1556
Prosperity Consulting Group
Maryland
$388K -$11K -220 -3%
HBT
1557
Hills Bank & Trust
Iowa
$388K – – –
WMA
1558
Wealth Management Associates
New Jersey
$387K – – –
HGERS
1559
Householder Group Estate & Retirement Specialist
Arizona
$387K +$387K +7,755 New
SOS
1560
Silver Oak Securities
Tennessee
$386K -$1.9M -38,140 -83%
LAIC
1561
Lederer & Associates Investment Counsel
California
$386K – – –
SCP
1562
Stevens Capital Partners
Nebraska
$385K -$5.48K -110 -1%
CIA
1563
Compass Ion Advisors
Pennsylvania
$385K +$385K +7,715 New
BFA
1564
Bill Few Associates
Pennsylvania
$384K -$10.2K -205 -3%
KAH
1565
Kathryn A. Hall
$384K – – –
4WM
1566
4J Wealth Management
Virginia
$384K -$78.3K -1,570 -17%
SLG
1567
Stanley-Laman Group
Pennsylvania
$384K -$7.98K -160 -2%
FFA
1568
Founders Financial Alliance
North Carolina
$383K -$14K -280 -4%
AC
1569
AWM Capital
Arizona
$382K – – –
MAC
1570
Mason & Associates (California)
California
$382K -$46.1K -925 -11%
CWM
1571
Concentric Wealth Management
California
$382K – – –
TFM
1572
TFC Financial Management
Massachusetts
$381K – – –
DP
1573
DDD Partners
Washington
$381K – – –
BG
1574
Benedetti & Gucer
Georgia
$381K -$16K -320 -4%
BWM
1575
BCGM Wealth Management
Indiana
$379K -$1.75K -35 -0.5%
61 62
63
64 65