IJH icon

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
$4.18B
2
FCAS
First Command Advisory Services
Texas
$532M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.04B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.43B
5
PFO
Pathstone Family Office
New Jersey
$358M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$171M
2
MRC
Millburn Ridgefield Corp
New York
$390M
3
CCA
Catalyst Capital Advisors
New York
$390M
4
Wells Fargo
Wells Fargo
California
$2.51B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
176
MBL Wealth
North Carolina
$35M +$1.14M +22,940 +3%
CA
177
Crewe Advisors
Utah
$34.8M +$1.8M +36,025 +5%
VOYA Investment Management
178
VOYA Investment Management
Georgia
$34.3M +$2.48M +49,715 +8%
QCG
179
Quadrant Capital Group
Ohio
$34.2M +$1.11M +22,185 +3%
Fiera Capital (Canada)
180
Fiera Capital (Canada)
Quebec, Canada
$34.1M -$313K -6,280 -0.9%
IAN
181
Integrated Advisors Network
Texas
$33.9M -$993K -19,910 -3%
SW
182
SVB Wealth
Massachusetts
$33.8M -$16.1M -323,520 -32%
Lazard Asset Management
183
Lazard Asset Management
New York
$33.5M -$793K -15,900 -2%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$33M +$31.4M +629,555 +1,955%
GBT
185
Grove Bank & Trust
Florida
$33M +$881K +17,670 +3%
MFG
186
Magnus Financial Group
New York
$32.6M +$283K +5,665 +0.9%
RIS
187
Retirement Income Solutions
Michigan
$32.6M +$1.19M +23,810 +4%
PGA
188
Portland Global Advisors
Maine
$32.4M +$988K +19,815 +3%
Rafferty Asset Management
189
Rafferty Asset Management
New York
$32.2M -$4.7M -94,325 -13%
AWS
190
Atria Wealth Solutions
New York
$32M +$4.13M +82,570 +15%
HG
191
Harbor Group
New Hampshire
$32M +$746K +14,950 +2%
JAG
192
Journey Advisory Group
Kentucky
$31.9M +$8.32M +166,770 +35%
PRA
193
Pine Ridge Advisers
New York
$31.7M +$6.07M +121,625 +24%
FNBT
194
FineMark National Bank & Trust
Florida
$31.2M +$2.09M +42,005 +7%
AWM
195
Axxcess Wealth Management
California
$31.2M +$24.3M +487,190 +351%
AWE
196
Avidian Wealth Enterprises
Texas
$30.2M +$763K +15,300 +3%
CIA
197
Capital Investment Advisors
Georgia
$30.1M +$30.1M +603,295 New
SFS
198
Summit Financial Strategies
Ohio
$30.1M -$203K -4,075 -0.7%
NEPPG
199
New England Professional Planning Group
Rhode Island
$30M -$553K -11,095 -2%
COPPSERS
200
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$29.9M +$7.25M +145,415 +32%
6 7
8
9 10