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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 %
EL
1626
EQ LLC
Washington
$431K -$493K -8,905 -53%
OAM
1627
Occidental Asset Management
California
$431K +$9.43K +170 +2%
LAIC
1628
Lederer & Associates Investment Counsel
California
$430K – – –
WMA
1629
Wealth Management Associates
New Jersey
$430K – – –
BWM
1630
BCGM Wealth Management
Indiana
$429K +$8.04K +145 +2%
MSG
1631
Main Street Group
Virginia
$428K +$428K +7,720 New
CIA
1632
Compass Ion Advisors
Pennsylvania
$427K -$554 -10 -0.1%
ME
1633
McIlrath & Eck
Washington
$427K +$22.7K +410 +6%
KAH
1634
Kathryn A. Hall
$427K – – –
SCP
1635
Sandhill Capital Partners
New York
$425K +$23.3K +420 +6%
MAC
1636
Mason & Associates (California)
California
$425K +$831 +15 +0.2%
AC
1637
AWM Capital
Arizona
$425K – – –
CWM
1638
Concentric Wealth Management
California
$424K – – –
TFM
1639
TFC Financial Management
Massachusetts
$424K +$554 +10 +0.1%
CST
1640
Charles Schwab Trust
Nevada
$423K +$74.6K +1,345 +21%
FI
1641
FWG Investments
Kentucky
$420K +$420K +7,575 New
FFA
1642
Founders Financial Alliance
North Carolina
$419K -$6.1K -110 -1%
MHIC
1643
Marble Harbor Investment Counsel
Massachusetts
$418K – – –
PPW
1644
Parcion Private Wealth
Washington
$418K -$116K -2,085 -22%
ICM
1645
IMS Capital Management
Oregon
$417K – – –
SAM
1646
Selway Asset Management
$416K – – –
SLG
1647
Stanley-Laman Group
Pennsylvania
$416K -$11.1K -200 -3%
CGL
1648
Clarius Group LLC
Washington
$412K +$412K +7,440 New
SCM
1649
Schnieders Capital Management
California
$412K -$5.54K -100 -1%
GKWIM
1650
Gerber Kawasaki Wealth & Investment Management
California
$412K -$105K -1,900 -20%
64 65
66
67 68