IJH icon

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 %
NIM
1726
Northeast Investment Management
Massachusetts
$273K +$2.49K +50 +0.9%
BPC
1727
Banque Pictet & Cie
Switzerland
$272K +$272K +5,450 New
SAM
1728
Strategy Asset Managers
California
$271K – – –
FLA
1729
Financial Life Advisors
Texas
$269K -$75.1K -1,505 -22%
WIP
1730
WealthCare Investment Partners
Rhode Island
$266K -$1.97K -40 -0.7%
SWM
1731
Segment Wealth Management
Texas
$266K – – –
NCM
1732
Noesis Capital Mangement
Florida
$266K -$19.9K -400 -7%
GWM
1733
Graybill Wealth Management
Illinois
$266K +$54.9K +1,100 +26%
FP
1734
Financial Perspectives
Minnesota
$265K -$5.24K -105 -2%
WG
1735
Welch Group
Alabama
$265K -$95.3K -1,910 -26%
RCM
1736
Requisite Capital Management
Texas
$264K – – –
YIH
1737
Y-Intercept (HK)
Hong Kong
$263K +$263K +5,280 New
SWRP
1738
Summit Wealth & Retirement Planning
California
$263K – – –
DWA
1739
Douglass Winthrop Advisors
New York
$263K – – –
VWA
1740
Visionary Wealth Advisors
Illinois
$263K +$5.49K +110 +2%
AP
1741
Atwood & Palmer
Missouri
$262K – – –
SFG
1742
Sunburst Financial Group
Alabama
$260K – – –
WP
1743
WMS Partners
Maryland
$259K +$13.2K +265 +5%
AAM
1744
Ameraudi Asset Management
New York
$258K -$664K -13,315 -72%
CFO
1745
Custos Family Office
Texas
$258K -$99.8K -2,000 -28%
LB
1746
Legacy Bridge
Iowa
$257K – – –
CAM
1747
Crestone Asset Management
Colorado
$257K – – –
WA
1748
Wealth Architects
California
$257K +$257K +5,145 New
SFM
1749
Signet Financial Management
New Jersey
$257K +$40.4K +810 +19%
FNBTCON
1750
First National Bank & Trust Co of Newtown
Pennsylvania
$256K – – –
68 69
70
71 72