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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 %
RWPA
1926
Richard W. Paul & Associates
Michigan
$48.9K -$1.25K -25 -2%
LFA
1927
Level Financial Advisors
New York
$48.9K – – –
FFA
1928
Fairfield Financial Advisors
Massachusetts
$48.8K – – –
BCM
1929
BluePath Capital Management
Georgia
$47.9K +$47.9K +960 New
RBC
1930
Roble Belko & Company
Pennsylvania
$47K -$16.8K -340 -26%
ACA
1931
Atlas Capital Advisors
Wyoming
$46.6K – – –
APW
1932
Atlantic Private Wealth
North Carolina
$44.9K +$44.9K +900 New
IBOK
1933
Independence Bank of Kentucky
Kentucky
$43.6K – – –
FAM
1934
Flaharty Asset Management
Florida
$41.6K +$41.6K +835 New
LFA
1935
LGT Financial Advisors
Texas
$40.1K +$19.2K +385 +92%
BSWA
1936
Bromfield Sneider Wealth Advisors
Massachusetts
$40.1K – – –
CWM
1937
Compass Wealth Management
Connecticut
$39.1K – – –
CICI
1938
Capital Investment Counsel Inc
North Carolina
$39.1K +$39.1K +785 New
IF
1939
Integrity Financial
Wyoming
$38.4K +$20.9K +420 +120%
BAM
1940
Bellevue Asset Management
Washington
$37.4K – – –
DWA
1941
Dougherty Wealth Advisers
Minnesota
$36.4K – – –
CIA
1942
Cape Investment Advisory
Georgia
$36.2K +$20.4K +410 +130%
POIA
1943
Pin Oak Investment Advisors
Texas
$35K – – –
Qube Research & Technologies (QRT)
1944
Qube Research & Technologies (QRT)
United Kingdom
$34.2K +$30.7K +615 +879%
RCM
1945
Rain Capital Management
Oregon
$32.3K – – –
TWD
1946
True Wealth Design
Ohio
$31.2K – – –
PIM
1947
Progressive Investment Management
Oregon
$29.7K +$29.7K +595 New
LFA
1948
Legend Financial Advisors
Pennsylvania
$29.4K – – –
EA
1949
Evolution Advisers
Virginia
$28K -$8.43K -170 -23%
BCV
1950
Banque Cantonale Vaudoise
Switzerland
$28K -$737 -15 -3%
76 77
78
79 80