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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 %
CCA
1801
Criterion Capital Advisors
Tennessee
$300K +$300K +5,415 New
RDWM
1802
Red Door Wealth Management
Tennessee
$300K +$300K +5,415 New
VC
1803
Veracity Capital
Georgia
$299K +$299K +5,385 New
BWP
1804
Bernardo Wealth Planning
Pennsylvania
$298K -$27.7K -500 -9%
EP
1805
Edgestream Partners
New Jersey
$297K +$297K +5,355 New
MWA
1806
Monograph Wealth Advisors
California
$297K -$13.3K -240 -4%
SRWM
1807
Shira Ridge Wealth Management
California
$296K -$7.2K -130 -2%
SWM
1808
Segment Wealth Management
Texas
$296K – – –
FP
1809
Financial Perspectives
Minnesota
$296K +$831 +15 +0.3%
LB
1810
Legacy Bridge
Iowa
$295K +$9.7K +175 +3%
SWRP
1811
Summit Wealth & Retirement Planning
California
$292K – – –
DWA
1812
Douglass Winthrop Advisors
New York
$292K – – –
BP
1813
BCK Partners
New York
$291K -$21.1K -380 -7%
SWIG
1814
Strategic Wealth Investment Group
Kentucky
$291K -$30.2K -545 -9%
HIP
1815
HUB Investment Partners
Texas
$290K -$31.3K -565 -10%
GI
1816
Gradient Investments
Minnesota
$290K +$34.6K +625 +14%
RCP
1817
Rothschild Capital Partners
New York
$290K +$290K +5,230 New
CFO
1818
Custos Family Office
Texas
$287K +$1.11K +20 +0.4%
AAM
1819
Ameraudi Asset Management
New York
$287K – – –
AWA
1820
Acorn Wealth Advisors
Michigan
$286K +$286K +5,165 New
SFG
1821
Sunburst Financial Group
Alabama
$285K -$3.33K -60 -1%
CAM
1822
Crestone Asset Management
Colorado
$285K – – –
MAM
1823
Mystic Asset Management
Rhode Island
$285K -$59.9K -1,080 -17%
HC
1824
Hoese & Co
Minnesota
$284K -$16.1K -315 -5%
CRI
1825
Commonwealth Retirement Investments
Virginia
$284K -$286K -5,155 -50%
71 72
73
74 75