IJH icon

iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
326
Marietta Wealth Management
Georgia
$7.24M -$2.07M -58,175 -22%
BOH
327
Bank of Hawaii
Hawaii
$7.23M -$122K -3,435 -2%
USAA
328
United Services Automobile Association
Texas
$7.19M -$70.5M -1,751,765 -91%
RWRC
329
R.W. Roge & Company
New York
$7.19M +$1.52M +42,690 +27%
TCM
330
Towercrest Capital Management
Pennsylvania
$7.08M +$1.26M +35,410 +22%
PMG
331
ProVise Management Group
Florida
$7.07M +$54.2K +1,525 +0.8%
PGWM
332
Parisi Gray Wealth Management
New Jersey
$7.06M +$81.8K +2,300 +1%
GIA
333
Gladstone Institutional Advisory
Florida
$7.04M -$1.71M -48,075 -20%
PBO
334
Peoples Bank (Ohio)
Ohio
$7.03M +$161K +4,525 +2%
ACP
335
Arcus Capital Partners
Georgia
$6.98M -$871K -24,490 -11%
CGA
336
Crescent Grove Advisors
Illinois
$6.91M -$613K -17,230 -8%
TRCT
337
Tower Research Capital (TRC)
New York
$6.84M +$6.84M +192,400 New
AWM
338
Avior Wealth Management
Nebraska
$6.83M +$311K +8,735 +5%
GRP
339
Global Retirement Partners
California
$6.8M -$1.06M -29,840 -13%
JFGIW
340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.75M -$3.29M -92,585 -33%
GLLW
341
Graves Light Lenhart Wealth
Virginia
$6.73M +$1.55M +43,450 +30%
NPF
342
Norris Perne & French
Michigan
$6.69M +$963K +27,080 +17%
CFB
343
Cullen/Frost Bankers
Texas
$6.64M +$767K +21,555 +13%
GC
344
Grimes & Company
Massachusetts
$6.63M -$588K -16,530 -8%
WAOI
345
Wealth Advisors of Iowa
Iowa
$6.57M +$6.57M +184,660 New
RWP
346
RWA Wealth Partners
Massachusetts
$6.55M -$4.29M -120,580 -40%
SIAM
347
Sterling Investment Advisors (Missouri)
Missouri
$6.47M +$340K +9,565 +6%
FMWA
348
Forvis Mazars Wealth Advisors
Missouri
$6.45M -$121K -3,400 -2%
RWMH
349
Riverpoint Wealth Management Holdings
Illinois
$6.43M -$728K -20,480 -10%
ANTB
350
AMG National Trust Bank
Colorado
$6.43M +$6.43M +180,655 New