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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 %
CM
1976
Columbus Macro
Pennsylvania
$202K +$202K +3,645 New
CAM
1977
Covenant Asset Management
New Jersey
$202K -$27.7K -500 -12%
PMSA
1978
Patrick M. Sweeney & Associates
Illinois
$201K +$201K +3,635 New
EAM
1979
Empirical Asset Management
Massachusetts
$201K +$201K +3,630 New
CVA
1980
Central Valley Advisors
California
$201K +$201K +3,625 New
GKIM
1981
GW&K Investment Management
Massachusetts
$201K +$16.9K +305 +9%
BL
1982
BFSG LLC
California
$201K +$201K +3,620 New
ML
1983
McAdam LLC
Pennsylvania
$200K +$200K +3,615 New
DC
1984
Darrow Company
Massachusetts
$200K +$200K +3,610 New
CB
1985
CNB Bank
Pennsylvania
$199K -$36K -650 -15%
CJ
1986
Caitlin John
Michigan
$195K +$195K +3,515 New
PCTC
1987
Perkins Coie Trust Company
Washington
$192K – – –
4FG
1988
4Thought Financial Group
New York
$190K +$34.9K +630 +23%
TCM
1989
TD Capital Management
Tennessee
$189K +$2.77K +50 +1%
T
1990
Tidemark
California
$188K +$188K +3,390 New
SA
1991
Scarborough Advisors
Maryland
$185K -$3.89M -70,150 -95%
IWA
1992
Icon Wealth Advisors
Texas
$185K +$185K +3,340 New
GWSG
1993
GPS Wealth Strategies Group
Colorado
$183K -$22.2K -400 -11%
VAMG
1994
Voisard Asset Management Group
Michigan
$180K +$180K +3,255 New
PSB
1995
Piscataqua Savings Bank
New Hampshire
$179K – – –
MHR
1996
Matthew Hamilton Rosenberg
$177K – – –
GA
1997
GoalVest Advisory
New York
$175K – – –
CPG
1998
Cornerstone Planning Group
New Jersey
$174K -$97.9K -1,765 -36%
ODG
1999
O'Dell Group
Ohio
$172K +$172K +3,105 New
SIC
2000
SJS Investment Consulting
Ohio
$169K +$101K +1,825 +148%
78 79
80
81 82