IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

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

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$338M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$855M
3
FIM
Freedom Investment Management
Connecticut
$103M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.73B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.59B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$196M
2
Wells Fargo
Wells Fargo
California
$3.79B
3
M&T Bank
M&T Bank
New York
$0
4
UBS AM
UBS AM
Illinois
$0
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
251
Simmons Bank
Arkansas
$15.1M -$69K -1,675 -0.5%
CI
252
Conning Inc
Connecticut
$15.1M -$113K -2,735 -0.7%
TCBWMS
253
Texas Capital Bank Wealth Management Services
Texas
$15.1M +$15.1M +365,875 New
SS
254
Simplicity Solutions
Minnesota
$15M +$2.45M +59,615 +20%
VCM
255
Virtue Capital Management
Tennessee
$15M +$15M +363,965 New
WAG
256
Winthrop Advisory Group
Massachusetts
$14.9M +$239K +5,810 +2%
WPA
257
West Paces Advisors
Georgia
$14.9M +$1.17M +28,450 +9%
TF
258
Tompkins Financial
New York
$14.7M -$87.5K -2,125 -0.6%
LIM
259
Leavell Investment Management
Alabama
$14.7M +$21K +510 +0.1%
CC
260
Courier Capital
New York
$14.6M +$816K +19,855 +6%
SFG
261
StrategIQ Financial Group
Indiana
$14.3M +$295K +7,155 +2%
RWM
262
RKL Wealth Management
Pennsylvania
$13.9M -$43.6K -1,060 -0.3%
AAS
263
Avantax Advisory Services
Texas
$13.9M +$8.56M +207,760 +161%
GW
264
GW & Wade
Massachusetts
$13.8M -$283K -6,875 -2%
CAI
265
Capital Advisors Inc
Oklahoma
$13.8M +$3.37M +81,885 +32%
CAGAS
266
Capital Advisory Group Advisory Services
Minnesota
$13.7M +$2.22M +53,885 +19%
FWM
267
Fairhaven Wealth Management
Illinois
$13.6M +$240K +5,825 +2%
BFM
268
Boston Financial Management
Massachusetts
$13.5M +$85K +2,065 +0.6%
HSWM
269
Hubbell Strickland Wealth Management
Louisiana
$13.5M -$260K -6,310 -2%
MSL
270
Mackay Shields LLC
New York
$13.5M -$2.12M -51,405 -14%
HCA
271
Horan Capital Advisors
Ohio
$13.4M -$898K -21,810 -6%
SIA
272
Sovereign Investment Advisors
Arizona
$13.4M +$13.4M +325,005 New
IA
273
IFP Advisors
Florida
$13.3M -$3.88M -94,370 -23%
GWM
274
Geneos Wealth Management
Colorado
$13.3M -$371K -9,005 -3%
NA
275
NewEdge Advisors
Louisiana
$13.2M -$644K -15,640 -5%
9 10
11
12 13