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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 %
JPWM
2001
Jamison Private Wealth Management
Georgia
$169K +$42.7K +770 +34%
FUBT
2002
First United Bank & Trust
Maryland
$162K +$162K +2,925 New
SWM
2003
Sanctuary Wealth Management
Idaho
$160K +$160K +2,890 New
CLOS
2004
Compagnie Lombard Odier SCmA
Switzerland
$160K – – –
CWP
2005
Concord Wealth Partners
Virginia
$158K +$5.55K +100 +4%
RFA
2006
Register Financial Advisors
Georgia
$157K -$38K -685 -19%
JWM
2007
Janiczek Wealth Management
Colorado
$154K -$33K -595 -18%
WWM
2008
Wagner Wealth Management
South Carolina
$153K – – –
VCM
2009
Versant Capital Management
Arizona
$152K +$29.7K +535 +24%
DCM
2010
Disciplina Capital Management
Tennessee
$150K – – –
HDIM
2011
Hanson & Doremus Investment Management
Vermont
$148K – – –
MIM
2012
MTM Investment Management
South Carolina
$146K – – –
ECM
2013
Elgethun Capital Management
South Dakota
$144K +$555 +10 +0.4%
EAM
2014
Eukles Asset Management
Ohio
$142K +$6.38K +115 +5%
PP
2015
Pacifica Partners
Canada
$135K +$13.1K +250 +11%
BMC
2016
Bear Mountain Capital
Washington
$135K +$135K +2,500 New
W
2017
WealthCollab
Washington
$134K +$134K +2,420 New
SA
2018
SRH Advisors
Kansas
$134K -$27.7K -500 -17%
AWM
2019
Angeles Wealth Management
California
$133K +$22.2K +400 +20%
BC
2020
Barrett & Company
Rhode Island
$132K – – –
FBC
2021
Fairfield, Bush & Co
Connecticut
$132K +$132K +2,380 New
RAM
2022
Ramirez Asset Management
New York
$132K – – –
PA
2023
Pineridge Advisors
Missouri
$131K +$131K +2,365 New
MFA
2024
McClarren Financial Advisors
Pennsylvania
$131K +$24.3K +440 +23%
CTWM
2025
Cherry Tree Wealth Management
Minnesota
$131K – – –
79 80
81
82 83