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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
$3.83B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$480M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.19B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.34B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$715M
3
HNB
Huntington National Bank
Ohio
$197M
4
Osaic Holdings
Osaic Holdings
Arizona
$169M
5
HI
Horizon Investments
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
2076
Newbridge Financial Services Group
Florida
$58.6K -$4.43K -80 -7%
JFG
2077
JDM Financial Group
Texas
$58.2K – – –
CTC
2078
Cetera Trust Company
Minnesota
$55.4K +$55.4K +1,000 New
FFA
2079
Fairfield Financial Advisors
Massachusetts
$54.5K +$277 +5 +0.5%
LFA
2080
Level Financial Advisors
New York
$54.3K – – –
RBC
2081
Roble Belko & Company
Pennsylvania
$53K +$552 +10 +1%
CMP
2082
Coston McIsaac & Partners
Maine
$53K +$39.3K +715 +286%
DI
2083
DAGCO Inc
Ohio
$52.7K -$6.52M -117,575 -99%
RWPA
2084
Richard W. Paul & Associates
Michigan
$52.7K -$1.66K -30 -3%
DWS
2085
Dynamic Wealth Strategies
California
$52.7K +$52.7K +950 New
ACA
2086
Atlas Capital Advisors
Wyoming
$51.8K – – –
FWM
2087
FSA Wealth Management
Massachusetts
$51K +$51K +925 New
APW
2088
Atlantic Private Wealth
North Carolina
$48.5K -$1.39K -25 -3%
IBOK
2089
Independence Bank of Kentucky
Kentucky
$48.5K – – –
AFWM
2090
Abich Financial Wealth Management
Virginia
$48.3K +$48.3K +870 New
SIS
2091
Sound Income Strategies
Florida
$47.7K +$21.9K +395 +85%
KWAG
2092
Kiely Wealth Advisory Group
North Carolina
$47.3K +$47.3K +855 New
HI
2093
Hoey Investments
Pennsylvania
$47.1K +$47.1K +850 New
BSWA
2094
Bromfield Sneider Wealth Advisors
Massachusetts
$44.5K – – –
CICI
2095
Capital Investment Counsel Inc
North Carolina
$43.5K – – –
IF
2096
Integrity Financial
Wyoming
$42.7K – – –
BAM
2097
Bellevue Asset Management
Washington
$41.6K – – –
BCMLT
2098
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.1K -$13.7K -275 -25%
DWA
2099
Dougherty Wealth Advisers
Minnesota
$40.5K – – –
WAG
2100
Wiser Advisor Group
Arizona
$39.2K +$39.2K +705 New
82 83
84
85 86