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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 %
PWA
1901
Provenance Wealth Advisors
Florida
$243K -$554 -10 -0.2%
WFA
1902
WestHill Financial Advisors
California
$242K +$554 +10 +0.2%
AP
1903
Adero Partners
California
$242K -$3.6K -65 -1%
AC
1904
Apella Capital
Connecticut
$242K +$3.5K +65 +1%
FC
1905
Forte Capital
New York
$241K – – –
VBFG
1906
Vishria Bird Financial Group
Tennessee
$241K – – –
RWS
1907
Resolute Wealth Strategies
Mississippi
$240K +$831 +15 +0.3%
CFGSD
1908
Compass Financial Group (South Dakota)
South Dakota
$240K -$11.6K -210 -5%
TFM
1909
Trademark Financial Management
Minnesota
$240K +$240K +4,330 New
SW
1910
SkyOak Wealth
Michigan
$240K – – –
FRA
1911
Frank Rimerman Advisors
California
$238K – – –
HWP
1912
Hibernia Wealth Partners
Louisiana
$237K +$208K +3,760 +723%
GP
1913
Geneva Partners
Wisconsin
$237K +$1.94K +35 +0.8%
AWA
1914
Aletheian Wealth Advisors
Washington
$236K -$1.39K -25 -0.6%
RLIM
1915
Red Lighthouse Investment Management
New York
$232K – – –
LJAC
1916
L.J. Altfest & Co
New York
$231K +$2.21K +40 +1%
PWM
1917
Praetorian Wealth Management
California
$230K +$230K +4,155 New
NCM
1918
Northwest Capital Management
Oregon
$230K +$4.16K +75 +2%
CWM
1919
Compass Wealth Management
Connecticut
$230K +$186K +3,360 +428%
MAM
1920
McLean Asset Management
Virginia
$229K -$46.3K -855 -17%
PIFP
1921
Partners in Financial Planning
Virginia
$229K +$1.39K +25 +0.6%
FFA
1922
Fi3 Financial Advisors
Indiana
$229K – – –
BBW
1923
Blue Barn Wealth
Utah
$228K -$555 -10 -0.2%
AAS
1924
Annex Advisory Services
Wisconsin
$228K +$228K +4,110 New
HIF
1925
Hill Island Financial
Michigan
$228K +$228K +4,105 New
75 76
77
78 79