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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 %
EAM
1876
Eukles Asset Management
Ohio
$122K +$3.24K +65 +3%
BC
1877
Barrett & Company
Rhode Island
$119K – – –
RAM
1878
Ramirez Asset Management
New York
$118K +$118K +2,375 New
CTWM
1879
Cherry Tree Wealth Management
Minnesota
$118K – – –
SC
1880
Steph & Co
Wisconsin
$115K -$9.23K -185 -7%
EWP
1881
Elevation Wealth Partners
California
$115K -$6.48K -130 -5%
PP
1882
Pacifica Partners
Canada
$114K +$108K +2,215 +1,772%
JPWM
1883
Jamison Private Wealth Management
Georgia
$114K +$114K +2,280 New
VCM
1884
Versant Capital Management
Arizona
$110K -$76.1K -1,525 -41%
GFPC
1885
Global Financial Private Client
Florida
$108K +$27.1K +550 +33%
BA
1886
Ballast Advisors
Minnesota
$107K – – –
WB
1887
Webster Bank
Connecticut
$105K – – –
SFCL
1888
Strengthening Families & Communities LLC
Massachusetts
$104K – – –
SN
1889
Sittner & Nelson
Oregon
$104K – – –
WBC
1890
West Branch Capital
Massachusetts
$103K – – –
WIM
1891
Westside Investment Management
California
$102K – – –
TC
1892
Trust Company
Kansas
$102K – – –
RMC
1893
Resources Management Corp
Connecticut
$102K – – –
MFA
1894
Morling Financial Advisors
California
$100K -$249 -5 -0.2%
KFP
1895
KB Financial Partners
New Jersey
$100K – – –
AWM
1896
Angeles Wealth Management
California
$100K – – –
PAIM
1897
Punch & Associates Investment Management
Minnesota
$99.7K -$13.5K -270 -12%
SMA
1898
Sage Mountain Advisors
Georgia
$99.7K +$499 +10 +0.5%
CMBA
1899
C.M. Bidwell & Associates
Hawaii
$98.8K – – –
IHWM
1900
Iron Horse Wealth Management
Iowa
$96K +$96K +1,925 New
74 75
76
77 78