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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 %
FFA
2026
Frazier Financial Advisors
Ohio
$130K +$130K +2,355 New
WB
2027
Webster Bank
Connecticut
$129K +$13K +235 +11%
SC
2028
Steph & Co
Wisconsin
$128K – – –
GIA
2029
Goodwin Investment Advisory
Georgia
$128K -$98.9K -1,785 -44%
SMA
2030
Sage Mountain Advisors
Georgia
$127K +$16.6K +300 +15%
SHIM
2031
Stone House Investment Management
Pennsylvania
$118K -$1.79M -32,325 -94%
WBC
2032
West Branch Capital
Massachusetts
$116K +$832 +15 +0.7%
MFA
2033
Morling Financial Advisors
California
$116K +$3.88K +70 +3%
SN
2034
Sittner & Nelson
Oregon
$115K – – –
EWP
2035
Elevation Wealth Partners
California
$115K – – –
RMC
2036
Resources Management Corp
Connecticut
$114K – – –
TC
2037
Trust Company
Kansas
$114K – – –
AssetMark Inc
2038
AssetMark Inc
California
$112K -$597K -10,770 -84%
PAIM
2039
Punch & Associates Investment Management
Minnesota
$111K – – –
CMBA
2040
C.M. Bidwell & Associates
Hawaii
$110K – – –
Bank Julius Baer & Co
2041
Bank Julius Baer & Co
Switzerland
$109K +$25.2K +455 +30%
IHWM
2042
Iron Horse Wealth Management
Iowa
$107K – – –
SWC
2043
Spectrum Wealth Counsel
Indiana
$106K +$106K +1,915 New
RIM
2044
Rockbridge Investment Management
New York
$106K +$106K +1,915 New
MRCM
2045
M&R Capital Management
New Jersey
$105K +$277 +5 +0.3%
YDMI
2046
Y.D. More Investments
Israel
$102K – – –
TFA
2047
Toth Financial Advisory
Virginia
$98.7K +$4.71K +85 +5%
FFC
2048
First Financial Corp
Indiana
$97.8K +$74K +1,335 +310%
S
2049
Syntrinsic
Colorado
$97.1K +$832 +15 +0.9%
HIIFS
2050
Harel Insurance Investments & Financial Services
Israel
$97K – – –
80 81
82
83 84