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 %
JWM
1676
JFG Wealth Management
Colorado
$238K – – –
EP
1677
EPIQ Partners
Minnesota
$238K – – –
RW
1678
Regimen Wealth
Georgia
$238K +$238K +4,915 New
NEWAS
1679
N.E.W. Advisory Services
Wisconsin
$238K -$97.7K -2,020 -29%
HFS
1680
Heritage Financial Services
Massachusetts
$238K -$10.9K -225 -4%
FM
1681
Family Management
New York
$238K +$114K +2,350 +92%
SFP
1682
Sweet Financial Partners
Minnesota
$237K – – –
OWM
1683
Orgel Wealth Management
Wisconsin
$237K +$237K +4,890 New
C
1684
CEDRUS
Colorado
$235K +$235K +4,850 New
ACI
1685
Alpha Cubed Investments
California
$234K -$49.6K -1,025 -18%
TC
1686
Trust Company
Kansas
$233K -$13.8K -285 -6%
AA
1687
Aire Advisors
California
$232K +$968 +20 +0.4%
PO
1688
Private Ocean
California
$231K -$1.21K -25 -0.5%
AWM
1689
Affinity Wealth Management
Delaware
$231K -$70.6K -1,460 -23%
LSA
1690
Lion Street Advisors
Texas
$231K +$231K +4,140 New
KWM
1691
Keebeck Wealth Management
Illinois
$231K – – –
CRI
1692
Commonwealth Retirement Investments
Virginia
$230K +$230K +4,755 New
BMC
1693
Beaton Management Company
Massachusetts
$230K – – –
TYCC
1694
Texas Yale Capital Corp
Florida
$230K – – –
ZIG
1695
Zuckerman Investment Group
Illinois
$229K – – –
TWM
1696
Tradition Wealth Management
Minnesota
$229K +$967 +20 +0.4%
HAIM
1697
Hunter Associates Investment Management
Pennsylvania
$229K +$229K +4,730 New
LC
1698
Lavaca Capital
Texas
$229K – – –
GG
1699
Golden Green
South Carolina
$228K – – –
NB
1700
Nicolet Bankshares
Wisconsin
$228K +$3.39K +70 +2%
66 67
68
69 70