IJH icon

iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
376
PDS Planning
Ohio
$5.87M +$588K +15,510 +11%
LNB
377
Ledyard National Bank
$5.85M -$3.14M -82,880 -35%
AA
378
Advisory Alpha
Michigan
$5.8M +$99K +2,570 +2%
Chevy Chase Trust
379
Chevy Chase Trust
Maryland
$5.79M +$286K +7,260 +5%
BAC
380
Boys Arnold & Co
North Carolina
$5.78M +$425K +11,220 +8%
A
381
AdvicePeriod
California
$5.76M +$1.51M +39,930 +36%
NPF
382
Norris Perne & French
Michigan
$5.66M +$1.88M +64,380 +50%
NCM
383
Novare Capital Management
North Carolina
$5.65M -$73.1K -1,930 -1%
BC
384
Brinker Capital
Pennsylvania
$5.64M -$2.66M -70,140 -32%
JA
385
JVL Associates
Michigan
$5.57M +$691K +18,235 +14%
CB
386
Commerce Bank
Missouri
$5.57M +$57.2K +1,510 +1%
SFS
387
Sowell Financial Services
Arkansas
$5.52M -$373K -9,835 -6%
BA
388
Bristlecone Advisors
Washington
$5.51M +$357K +9,420 +7%
CIR
389
Clear Investment Research
Georgia
$5.5M -$223K -5,895 -4%
LBC
390
Lowe Brockenbrough & Co
Virginia
$5.5M +$1.31M +34,520 +31%
GIA
391
GHP Investment Advisors
Colorado
$5.47M +$58.1K +1,535 +1%
SI
392
Stephens Inc
Arkansas
$5.47M +$3.81M +100,495 +229%
MC
393
Middleton & Co
Massachusetts
$5.4M +$260K +6,860 +5%
ST
394
Smithfield Trust
Pennsylvania
$5.39M +$478K +12,610 +10%
SLT
395
St Louis Trust
Missouri
$5.39M
KFA
396
Kays Financial Advisory
Georgia
$5.38M +$5.38M +142,130 New
CWM
397
Capital Wealth Management
Rhode Island
$5.37M +$1.21M +31,835 +29%
PW
398
Price Wealth
Texas
$5.37M +$120K +3,175 +2%
GLLW
399
Graves Light Lenhart Wealth
Virginia
$5.36M +$112K +2,950 +2%
RCM
400
Riverhead Capital Management
Delaware
$5.32M +$325K +8,570 +7%