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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
226
Personal Wealth Partners
Minnesota
$11.1M +$185K +6,415 +2%
TC
227
Trilogy Capital
California
$11.1M -$1.96M -60,930 -15%
FWM
228
Fairhaven Wealth Management
Illinois
$11M +$1.48M +51,360 +16%
ETS
229
ESL Trust Services
New York
$10.8M -$148K -5,105 -1%
AF
230
Ally Financial
Michigan
$10.8M – – –
DW
231
Domani Wealth
Pennsylvania
$10.7M +$10.3M +359,310 +2,675%
SIAS
232
Shine Investment Advisory Services
Colorado
$10.7M +$3.48M +120,915 +48%
EH
233
Equitable Holdings
New York
$10.7M -$1.08M -37,625 -9%
CC
234
Courier Capital
New York
$10.6M +$103K +3,475 +1%
HC
235
HNP Capital
New York
$10.6M +$9.43M +317,115 +775%
RRC
236
Relaxing Retirement Coach
Massachusetts
$10.6M -$7.23M -251,260 -40%
FAG
237
Financial Advisory Group
Texas
$10.5M +$3.69M +128,220 +54%
LNC
238
Lincoln National Corp
Pennsylvania
$10.4M -$478K -16,610 -4%
SFG
239
StrategIQ Financial Group
Indiana
$10.3M +$339K +11,770 +3%
SB
240
Simmons Bank
Arkansas
$10.3M -$269K -9,365 -3%
GFS
241
GYL Financial Synergies
Connecticut
$10.3M -$4.57M -158,910 -31%
TF
242
Tompkins Financial
New York
$10.2M -$119K -4,120 -1%
GG
243
Gofen & Glossberg
Illinois
$10.1M +$3.31M +114,970 +49%
BWP
244
BSW Wealth Partners
Colorado
$10.1M +$1.59M +55,155 +19%
LIM
245
Leavell Investment Management
Alabama
$9.9M -$396K -13,775 -4%
TPCW
246
TD Private Client Wealth
New York
$9.64M +$1.05M +36,515 +12%
MFM
247
Mirsky Financial Management
New York
$9.6M +$418K +14,520 +5%
FBB
248
Fulton Breakefield Broenniman
Maryland
$9.4M +$950K +33,020 +11%
SIA
249
Sovereign Investment Advisors
Arizona
$9.35M – – –
NFG
250
Nations Financial Group
Iowa
$9.26M +$252K +8,770 +3%
8 9
10
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