IJH icon

iShares Core S&P Mid-Cap ETF

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FSC
226
Full Sail Capital
Oklahoma
$16.8M +$2.16M +51,760 +15%
ACM
227
Armbruster Capital Management
New York
$16.7M +$449K +10,900 +3%
KPWG
228
KFA Private Wealth Group
Virginia
$16.6M +$16.6M +404,205 New
TC
229
Trilogy Capital
California
$16.6M -$1.15M -28,075 -6%
JWA
230
JFS Wealth Advisors
Pennsylvania
$16.6M -$63.4K -1,540 -0.4%
TF
231
TimeScale Financial
Massachusetts
$16.5M +$1.44M +34,895 +10%
VC
232
Vestor Capital
Illinois
$16.5M -$83.4K -2,025 -0.5%
PAM
233
Peninsula Asset Management
Florida
$16.3M -$255K -6,200 -2%
AI
234
Atria Investments
North Carolina
$16.3M +$8.48M +205,940 +109%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$16.2M +$5.31M +128,915 +49%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16M +$397K +9,655 +3%
ATC
237
Argent Trust Co
Tennessee
$15.9M +$175K +4,245 +1%
MIAN
238
Mariner Independent Advisor Network
Kansas
$15.9M -$509K -12,365 -3%
SFG
239
Sage Financial Group
Pennsylvania
$15.9M +$1.72M +41,690 +12%
FCBT
240
First Citizens Bank & Trust
North Carolina
$15.8M -$72.2K -1,755 -0.5%
KCM
241
Kanawha Capital Management
Virginia
$15.7M +$320K +7,770 +2%
PWP
242
Personal Wealth Partners
Minnesota
$15.6M +$1.57M +38,045 +11%
LNC
243
Lincoln National Corp
Pennsylvania
$15.6M +$817K +19,855 +6%
ETS
244
ESL Trust Services
New York
$15.5M +$15.5M +377,205 New
AF
245
Ally Financial
Michigan
$15.4M +$15.4M +375,000 New
FWIA
246
Fort Washington Investment Advisors
Ohio
$15.4M -$143K -3,480 -0.9%
CA
247
Cetera Advisors
Colorado
$15.4M +$240K +5,830 +2%
CPA
248
Capital Planning Advisors
California
$15.3M -$13.8K -335 -0.1%
JF
249
JSF Financial
California
$15.2M +$197K +4,775 +1%
TA
250
Tiedemann Advisors
New York
$15.2M -$1.49M -36,295 -9%