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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 %
MAM
1576
Marquette Asset Management
Minnesota
$472K – – –
MBFW
1577
Morton Brown Family Wealth
Pennsylvania
$471K +$4.99K +90 +1%
SL
1578
SWMG LLC
Texas
$471K -$1.18M -21,250 -71%
SEP
1579
Southland Equity Partners
Missouri
$470K -$7.76K -140 -2%
HFAS
1580
Hummer Financial Advisory Services
Illinois
$469K – – –
GSAM
1581
Grant Street Asset Management
Pennsylvania
$469K -$20.2K -365 -4%
PFG
1582
Prosperity Financial Group
California
$468K +$468K +8,450 New
RFG
1583
Range Financial Group
Oregon
$468K +$831 +15 +0.2%
SIAP
1584
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$466K – – –
SRC
1585
Sage Rhino Capital
California
$466K – – –
KTA
1586
Keeley-Teton Advisors
Illinois
$465K +$44.6K +805 +11%
CSWM
1587
Cassady Schiller Wealth Management
Ohio
$463K – – –
CPA
1588
Clear Point Advisors
New York
$462K +$462K +8,330 New
1WA
1589
180 Wealth Advisors
Washington
$460K -$15.2K -275 -3%
MS
1590
Madden Securities
Texas
$458K – – –
RB
1591
Renasant Bank
Mississippi
$457K – – –
PGIM
1592
Pacific Global Investment Management
California
$457K – – –
SFP
1593
Strategic Financial Partners
Oregon
$456K -$8.04K -145 -2%
KFA
1594
Kelleher Financial Advisors
New York
$456K – – –
FWA
1595
FSC Wealth Advisors
New York
$456K +$78.1K +1,410 +21%
OCFG
1596
O'Connor Financial Group
Illinois
$455K +$2.77K +50 +0.6%
HBW
1597
Hazlett, Burt & Watson
West Virginia
$453K -$36.5K -655 -7%
CP
1598
Capital Planning
Washington
$453K -$12.5K -225 -3%
MW
1599
Maia Wealth
Colorado
$452K +$452K +8,160 New
JPG
1600
Jordan Park Group
California
$452K – – –
62 63
64
65 66