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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 %
WP
1851
WMS Partners
Maryland
$268K -$20.2K -365 -7%
LDB
1852
Lee, Danner & Bass
Tennessee
$268K -$394K -7,100 -60%
GLA
1853
Great Lakes Advisors
Illinois
$267K +$16.6K +300 +7%
RFA
1854
Resurgent Financial Advisors
Georgia
$267K -$82.3K -1,485 -24%
MM
1855
Main Management
California
$267K – – –
APWA
1856
Atlas Private Wealth Advisors
New Jersey
$267K -$7.76K -140 -3%
TYCC
1857
Texas Yale Capital Corp
Florida
$266K +$1.66K +30 +0.6%
DBIA
1858
Dumont & Blake Investment Advisors
New Jersey
$265K – – –
PFG
1859
Peterson Financial Group
Iowa
$265K +$265K +4,780 New
AFA
1860
Alpha Financial Advisors
North Carolina
$265K +$265K +4,780 New
OFS
1861
OneAscent Financial Services
Alabama
$264K +$264K +4,765 New
BPC
1862
Banque Pictet & Cie
Switzerland
$264K -$38.2K -690 -13%
PF
1863
Penney Financial
Texas
$264K +$264K +4,755 New
FLA
1864
Financial Life Advisors
Texas
$262K -$36K -650 -12%
ZIG
1865
Zuckerman Investment Group
Illinois
$262K – – –
HHGA
1866
Halbert Hargrove Global Advisors
California
$262K +$262K +4,725 New
BAG
1867
Bridgewealth Advisory Group
California
$261K -$13.9K -250 -5%
CP
1868
Canopy Partners
Ohio
$260K +$260K +4,685 New
TFP
1869
Traction Financial Partners
Wyoming
$259K +$259K +4,665 New
CCMI
1870
Creative Capital Management Investments
California
$258K – – –
TWM
1871
TSA Wealth Management
Texas
$257K +$257K +4,635 New
AC
1872
ASB Consultores
Florida
$256K +$33.3K +600 +15%
HWP
1873
Heritage Wealth Partners
Ohio
$255K +$2.22K +40 +0.9%
VPP
1874
Vertex Planning Partners
Illinois
$255K -$129K -2,325 -34%
SF
1875
Slagle Financial
Illinois
$254K +$128K +4,620 +102%
73 74
75
76 77