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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 %
JFG
1551
JMG Financial Group
Illinois
$495K +$91.5K +1,650 +23%
CWM
1552
Collaborative Wealth Management
Florida
$495K -$51.6K -930 -9%
CSB
1553
City State Bank
Iowa
$494K – – –
HP
1554
Holistic Planning
Texas
$493K +$493K +8,895 New
PP
1555
Prosperity Planning
Missouri
$492K -$38K -685 -7%
SVWAG
1556
Sound View Wealth Advisors Group
Georgia
$489K -$13.9K -250 -3%
DCM
1557
Dimension Capital Management
Florida
$489K -$70.7K -1,275 -13%
CHAM
1558
Clear Harbor Asset Management
Connecticut
$488K – – –
BC
1559
Burney Company
Virginia
$487K +$16.9K +305 +4%
AC
1560
AlphaCore Capital
California
$486K +$277 +5 +0.1%
IC
1561
Innealta Capital
Texas
$485K -$177K -3,195 -27%
PIA
1562
Powell Investment Advisors
Florida
$484K +$81.5K +1,470 +20%
MCM
1563
Mattern Capital Management
Colorado
$483K +$4.71K +85 +1%
AFAS
1564
Acorn Financial Advisory Services
Virginia
$483K -$19.5K -355 -4%
BHWM
1565
Bay Harbor Wealth Management
Maryland
$481K -$699K -12,615 -59%
RI
1566
Ridgewood Investments
New Jersey
$479K -$156K -2,820 -25%
ICG
1567
InterOcean Capital Group
Tennessee
$478K -$127K -2,290 -21%
FF
1568
Financial Futures
New Jersey
$478K -$40.2K -725 -8%
TPW
1569
Transatlantique Private Wealth
New York
$478K – – –
SPWG
1570
Syntegra Private Wealth Group
Missouri
$476K -$43.2K -780 -8%
GFG
1571
GR Financial Group
Arizona
$474K -$42.1M -759,900 -99%
BSHC
1572
Breed's Hill Capital
Massachusetts
$474K +$474K +8,550 New
SBIA
1573
Sheaff Brock Investment Advisors
Indiana
$474K +$81.2K +1,465 +21%
NAMP
1574
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$473K -$41.6K -750 -8%
WAM
1575
WNY Asset Management
New York
$472K – – –
61 62
63
64 65