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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 %
FWM
1601
Focused Wealth Management
New York
$356K -$249 -5 -0.1%
RRCM
1602
Rappaport Reiches Capital Management
Illinois
$355K -$13.2K -265 -4%
NP
1603
NorthRock Partners
Minnesota
$353K +$94.8K +1,900 +37%
SBIA
1604
Sheaff Brock Investment Advisors
Indiana
$353K – – –
SB
1605
Sunflower Bank
Texas
$353K – – –
MPW
1606
MGO Private Wealth
California
$352K -$351K -7,040 -50%
CAMG
1607
CWA Asset Management Group
Florida
$352K +$14.5K +290 +4%
RBFC
1608
Roman Butler Fullerton & Co
Missouri
$350K +$6.33K +130 +2%
FWP
1609
Falcon Wealth Planning
California
$350K – – –
AIP
1610
ARS Investment Partners
New York
$349K -$109K -2,195 -24%
OBWG
1611
Onyx Bridge Wealth Group
New York
$347K +$34.9K +700 +11%
EA
1612
Eudaimonia Advisors
Tennessee
$346K -$12.5K -250 -3%
CFAM
1613
Center For Asset Management
Florida
$345K +$8.98K +180 +3%
VPP
1614
Vertex Planning Partners
Illinois
$345K +$345K +6,915 New
GCA
1615
Greenwood Capital Associates
South Carolina
$343K +$58.6K +1,175 +21%
PAA
1616
Peregrine Asset Advisers
Oregon
$342K +$342K +6,855 New
GWM
1617
Greenhouse Wealth Management
Connecticut
$342K – – –
HT
1618
Heritage Trust
Oklahoma
$342K – – –
MIM
1619
MetLife Investment Management
New Jersey
$342K -$6.01M -120,500 -95%
RW
1620
Regimen Wealth
Georgia
$342K +$342K +6,850 New
MSCM
1621
McElhenny Sheffield Capital Management
Texas
$341K +$27.4K +550 +9%
RFP
1622
RCS Financial Planning
Maryland
$340K +$340K +6,790 New
FWA
1623
FSC Wealth Advisors
New York
$340K +$21.4K +430 +7%
WFAG
1624
Worth Financial Advisory Group
North Carolina
$339K +$1.25K +25 +0.4%
OIA
1625
Optimum Investment Advisors
Illinois
$339K +$2.24K +45 +0.7%
63 64
65
66 67