IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$2.76B
2
CSA
Cottage Street Advisors
Massachusetts
+$908M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$628M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$532M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$148M

Top Sellers

1
Citigroup
Citigroup
New York
-$362M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$176M
3
HNB
Huntington National Bank
Ohio
-$125M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$120M
5
BlackRock
BlackRock
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
1576
ADE LLC
Maryland
$304K – – –
CAM
1577
Concorde Asset Management
Michigan
$303K -$55.9K -1,155 -16%
KC
1578
Kingfisher Capital
North Carolina
$303K +$1.21K +25 +0.4%
AA
1579
Ashford Advisors
New York
$302K -$148K -3,050 -33%
VCP
1580
Verus Capital Partners
Arizona
$302K -$27.1K -560 -8%
AIA
1581
Avalon Investment & Advisory
Texas
$302K – – –
WFAG
1582
Worth Financial Advisory Group
North Carolina
$302K +$302K +6,240 New
LIA
1583
LS Investment Advisors
Michigan
$302K -$2.42K -50 -0.8%
PFBT
1584
Parkside Financial Bank & Trust
Missouri
$301K -$2.42K -50 -0.8%
MAM
1585
Mystic Asset Management
Rhode Island
$301K – – –
MWM
1586
Madison Wealth Management
Ohio
$300K -$242 -5 -0.1%
FB
1587
First Bancorp
Maine
$299K -$131K -2,700 -30%
TAM
1588
Tucker Asset Management
Colorado
$299K -$243 -5 -0.1%
AGC
1589
Aspen Grove Capital
Colorado
$295K +$295K +6,100 New
GI
1590
Gradient Investments
Minnesota
$294K -$36.3K -750 -11%
AWM
1591
Abound Wealth Management
Tennessee
$294K -$131K -2,715 -31%
GLA
1592
Great Lakes Advisors
Illinois
$293K -$16.9K -350 -5%
OSAM
1593
O'Shaughnessy Asset Management
Connecticut
$293K +$17.2K +355 +6%
SAM
1594
Strategy Asset Managers
California
$291K +$484 +10 +0.2%
Toronto Dominion Bank
1595
Toronto Dominion Bank
Ontario, Canada
$290K – – –
PGAM
1596
Princeton Global Asset Management
New Jersey
$290K – – –
IDA
1597
Intelligence Driven Advisers
California
$290K – – –
HC
1598
Hoese & Co
Minnesota
$287K – – –
PWM
1599
Paulson Wealth Management
Illinois
$286K – – –
HWP
1600
Heritage Wealth Partners
Ohio
$286K +$286K +5,705 New
62 63
64
65 66