IJH icon

iShares Core S&P Mid-Cap ETF

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DW
226
Domani Wealth
Pennsylvania
$20.9M -$224K -4,310 -1%
SPC
227
Sigma Planning Corp
Michigan
$20.9M +$1.86M +35,705 +10%
CS
228
Comerica Securities
Michigan
$20.7M -$2.12M -40,635 -9%
TPWA
229
TRUE Private Wealth Advisors
Oregon
$20.4M +$1.94M +37,300 +11%
FBB
230
Fulton Breakefield Broenniman
Maryland
$20.3M +$5.17M +99,280 +34%
FNT
231
First National Trust
Pennsylvania
$20.1M -$599K -11,510 -3%
GGS
232
Galvin Gaustad & Stein
Arizona
$19.9M -$983K -18,885 -5%
MGIA
233
Moneta Group Investment Advisors
Missouri
$19.9M +$17.7M +340,810 +841%
DT
234
Daniels + Tansey
Delaware
$19.8M -$909K -17,455 -4%
OC
235
Oppenheimer & Co
New York
$19.8M +$244K +4,685 +1%
AllianceBernstein
236
AllianceBernstein
Tennessee
$19.8M -$2.96M -56,905 -13%
BA
237
Bristlecone Advisors
Washington
$19.6M +$655K +12,580 +3%
BPA
238
Beacon Pointe Advisors
California
$19.6M -$2.01M -38,695 -9%
SIC
239
Shoker Investment Counsel
Ohio
$19.6M +$7.55K +145 +0%
PAM
240
Peninsula Asset Management
Florida
$19.5M +$244K +4,680 +1%
JWA
241
JFS Wealth Advisors
Pennsylvania
$19.4M -$24.5K -470 -0.1%
NFG
242
Nations Financial Group
Iowa
$19.1M +$1.07M +20,640 +6%
ATC
243
Argent Trust Co
Tennessee
$18.9M +$514K +9,880 +3%
SFG
244
StrategIQ Financial Group
Indiana
$18.7M +$416K +7,990 +2%
HI
245
Human Investing
Oregon
$18.5M +$222K +4,260 +1%
MWM
246
MTC Wealth Management
Florida
$18.4M +$18.4M +353,465 New
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$18.2M -$271K -5,210 -1%
BSSFA
248
Baron Silver Stevens Financial Advisors
Florida
$18M +$178K +3,420 +1%
CASB
249
Cape Ann Savings Bank
Massachusetts
$17.9M -$157K -3,020 -0.9%
MFA
250
Mayflower Financial Advisors
Massachusetts
$17.8M +$414K +7,945 +2%