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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.

Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.66%
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
1
Morgan Stanley
New York
$3.83B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$397M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$480M
4
AG
4
AlTi Global
New York
$322M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.3B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.08B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$715M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$169M
4
HI
4
Horizon Investments
North Carolina
$8.06M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.19B 18,702,854 +931,843 +5%
Morgan Stanley
2
Morgan Stanley
New York
$3.83B 13,809,856 +6,693,223 +94%
Bank of America
3
Bank of America
North Carolina
$3.33B 12,013,172 -22,144 -0.2%
Wells Fargo
4
Wells Fargo
California
$2.74B 9,875,881 -189,222 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.68B 9,662,556 +317,635 +3%
LPL Financial
6
LPL Financial
California
$2.21B 7,987,709 -30,078 -0.4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$2.08B 7,500,256 -9,280,942 -55%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.34B 4,824,156 +777,708 +19%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.3B 4,686,168 +947,716 +25%
UBS Group
10
UBS Group
Switzerland
$1.23B 4,453,110 -16,632 -0.4%
BlackRock
11
BlackRock
New York
$1.12B 4,052,094 +114,333 +3%
Northern Trust
12
Northern Trust
Illinois
$1.01B 3,640,557 +43,166 +1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$880M 3,175,122 -33,688 -1%
RJA
14
Raymond James & Associates
Florida
$786M 2,835,693 +111,284 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$715M 2,579,206 -1,588,285 -38%
Goldman Sachs
16
Goldman Sachs
New York
$699M 2,520,968 +529,342 +27%
Mariner
17
Mariner
Kansas
$624M 2,251,632 +79,673 +4%
Ameriprise
18
Ameriprise
Minnesota
$604M 2,175,800 +216,705 +11%
FCAS
19
First Command Advisory Services
Texas
$597M 2,154,609 +20,352 +1%
AA
20
Acorns Advisers
California
$537M 1,937,986 +62,271 +3%
Financial Engines Advisors
21
Financial Engines Advisors
California
$521M 1,881,580 -21,510 -1%
KeyBank National Association
22
KeyBank National Association
Ohio
$508M 1,834,483 -12,573 -0.7%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$480M 1,732,724 +1,348,928 +351%
Truist Financial
24
Truist Financial
North Carolina
$472M 1,703,302 -30,796 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$420M 1,515,161 +13,547 +0.9%
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