IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$349M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$240M
3
Osaic Holdings
Osaic Holdings
Arizona
+$179M
4
BlackRock
BlackRock
New York
+$123M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$118M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$561M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$127M
3
HNB
Huntington National Bank
Ohio
-$113M
4
GHA
GW Henssler & Associates
Georgia
-$70.5M
5
PI
PFS Investments
Georgia
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWMA
301
Ironwood Wealth Management (Arizona)
Arizona
$13.1M -$1.8M -34,540 -12%
SMC
302
Smith, Moore & Co
Missouri
$13M +$499K +9,585 +4%
BFM
303
Boston Financial Management
Massachusetts
$13M -$305K -5,865 -2%
NPF
304
Norris Perne & French
Michigan
$13M +$706K +13,555 +6%
B
305
Bailard
California
$12.8M -$362K -6,950 -3%
PA
306
Paracle Advisors
Washington
$12.8M -$597K -11,460 -4%
G
307
GenTrust
Florida
$12.8M +$12.8M +255,255 New
GLLW
308
Graves Light Lenhart Wealth
Virginia
$12.7M +$142K +2,725 +1%
PI
309
Pachira Investments
California
$12.6M +$503K +9,670 +4%
SF
310
Symphony Financial
Texas
$12.5M +$8.9M +123,255 +245%
TCOV
311
Trust Company of Vermont
Vermont
$12.4M -$344K -6,605 -3%
TF
312
Tompkins Financial
New York
$12.4M +$1.76M +33,865 +17%
TPCW
313
TD Private Client Wealth
New York
$12.4M +$465K +8,935 +4%
SW
314
SVB Wealth
Massachusetts
$12.3M -$1.04M -20,000 -8%
MSA
315
Marino Stram & Associates
Massachusetts
$12.3M -$104K -2,005 -0.8%
CWA
316
Core Wealth Advisors
Florida
$12.3M +$774K +14,875 +7%
GL
317
Graypoint LLC
New York
$12.3M +$10.9M +747,730 +748%
KWMG
318
King Wealth Management Group
Florida
$12.1M +$10.1M +194,860 +508%
MW
319
MBL Wealth
North Carolina
$12.1M +$667K +12,805 +6%
CA
320
Calton & Associates
Florida
$12M -$6.4M -122,875 -35%
FFS
321
Founders Financial Securities
Maryland
$12M +$2.92M +56,040 +32%
NC
322
NewSquare Capital
Pennsylvania
$12M +$37.7K +725 +0.3%
AAS
323
Avantax Advisory Services
Texas
$11.9M +$1.97M +37,715 +20%
WWM
324
Western Wealth Management
Colorado
$11.9M -$45.6K -875 -0.4%
DWA
325
Divergent Wealth Advisors
Utah
$11.9M -$1.09M -20,845 -8%
11 12
13
14 15