IJH icon

iShares Core S&P Mid-Cap ETF

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
226
Kanawha Capital Management
Virginia
$21.7M +$463K +8,795 +2%
PGA
227
Portland Global Advisors
Maine
$21.7M +$2.81M +53,410 +15%
CS
228
Comerica Securities
Michigan
$21.5M +$749K +14,230 +4%
RIS
229
Retirement Income Solutions
Michigan
$21.4M +$1.73M +32,910 +9%
BAMG
230
Brand Asset Management Group
Missouri
$21.3M +$2.29M +43,560 +12%
FWM
231
Fairhaven Wealth Management
Illinois
$21.1M +$58.1K +1,105 +0.3%
HI
232
Human Investing
Oregon
$20.9M +$1.12M +21,225 +6%
GL
233
Graypoint LLC
New York
$20.8M +$2.19M +41,655 +12%
NFG
234
Nations Financial Group
Iowa
$20.8M +$132K +2,515 +0.6%
DW
235
Domani Wealth
Pennsylvania
$20.8M -$113K -2,145 -0.5%
Natixis Advisors
236
Natixis Advisors
Massachusetts
$20.7M +$5.9M +112,150 +40%
PP
237
PDS Planning
Ohio
$20.7M +$2.46M +46,810 +14%
SIC
238
Shoker Investment Counsel
Ohio
$20.4M +$374K +7,105 +2%
SWA
239
Sax Wealth Advisors
New Jersey
$20.2M +$1.03M +19,555 +5%
LBC
240
Lowe Brockenbrough & Co
Virginia
$20.2M +$2.12M +40,275 +12%
PRA
241
Pine Ridge Advisers
New York
$20.1M +$2.54M +48,275 +14%
MFA
242
Mayflower Financial Advisors
Massachusetts
$20M +$832K +15,115 +4%
WPW
243
Waldron Private Wealth
Pennsylvania
$19.9M +$14.7M +279,660 +282%
OC
244
Oppenheimer & Co
New York
$19.9M -$501K -9,515 -2%
PAM
245
Peninsula Asset Management
Florida
$19.8M +$319K +6,055 +2%
GGS
246
Galvin Gaustad & Stein
Arizona
$19.7M +$192K +3,640 +1%
BA
247
Bristlecone Advisors
Washington
$19.7M -$1.17M -22,165 -6%
ACP
248
Arcus Capital Partners
Georgia
$19.6M +$5.8M +110,205 +42%
AI
249
AXS Investments
New York
$19.6M +$19.6M +372,945 New
FCI
250
Financial Counselors Inc
Kansas
$19.6M +$2.48M +47,215 +15%