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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFWA
351
Benchmark Financial Wealth Advisors
Florida
$5.64M +$273K +9,495 +5%
RFO
352
RiverGlades Family Offices
Florida
$5.63M +$58K +2,015 +1%
PGWM
353
Parisi Gray Wealth Management
New Jersey
$5.62M -$186K -6,475 -3%
PFA
354
Pettinga Financial Advisors
Indiana
$5.59M -$1.52M -52,745 -21%
PBO
355
Peoples Bank (Ohio)
Ohio
$5.56M +$145K +5,025 +3%
KPWG
356
KFA Private Wealth Group
Virginia
$5.52M -$6.11M -212,240 -53%
MIAN
357
Mariner Independent Advisor Network
Kansas
$5.5M -$5.24M -188,110 -49%
William Blair & Company
358
William Blair & Company
Illinois
$5.38M -$211K -7,330 -4%
OC
359
Oppenheimer & Co
New York
$5.33M -$49.6K -1,725 -0.9%
FMWA
360
Forvis Mazars Wealth Advisors
Missouri
$5.31M -$301K -10,465 -5%
CB
361
Community Bank
New York
$5.31M +$177K +6,150 +3%
AWM
362
Avior Wealth Management
Nebraska
$5.28M +$780K +27,115 +17%
DCM
363
Dupont Capital Management
Delaware
$5.18M +$2.24M +77,835 +76%
AA
364
Ancora Advisors
Ohio
$5.14M -$272K -9,445 -5%
BAC
365
Boys Arnold & Co
North Carolina
$5.05M -$72.6K -2,525 -1%
WHG
366
Westwood Holdings Group
Texas
$5.04M -$402K -13,955 -7%
TK
367
TIAA Kaspick
Massachusetts
$5.03M +$732K +25,445 +17%
MHS
368
M Holdings Securities
Oregon
$5.01M +$3.42M +118,805 +215%
IWM
369
IHT Wealth Management
Illinois
$5M -$2.48M -86,285 -33%
HA
370
HYA Advisors
Missouri
$5M +$138K +4,800 +3%
GPA
371
Guidance Point Advisors
Massachusetts
$4.97M -$369K -12,935 -7%
SIAM
372
Sterling Investment Advisors (Missouri)
Missouri
$4.96M +$181K +6,285 +4%
JWBC
373
J.W. Burns & Co
New York
$4.95M -$105K -3,660 -2%
IWA
374
Independence Wealth Advisors
Virginia
$4.95M -$92.1K -3,200 -2%
BB
375
Busey Bank
Illinois
$4.89M -$26.5K -920 -0.5%
13 14
15
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