IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$151M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
3
LPL Financial
LPL Financial
California
+$94.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
5
Mariner
Mariner
Kansas
+$50.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.82B
2
RJA
Raymond James & Associates
Florida
-$350M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$224M
4
Wells Fargo
Wells Fargo
California
-$163M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWRC
376
R.W. Roge & Company
New York
$9.57M +$364K +6,615 +4%
CWM
377
Curi Wealth Management
North Carolina
$9.57M +$2.12M +40,355 +29%
JA
378
JVL Associates
Michigan
$9.53M +$296K +5,630 +3%
TC
379
Telemus Capital
Michigan
$9.53M -$32.5M -617,685 -77%
ISB
380
Iowa State Bank
Iowa
$9.46M +$561K +10,665 +6%
CWA
381
Clarity Wealth Advisors
California
$9.42M +$276K +5,245 +3%
SI
382
Stephens Inc
Arkansas
$9.32M -$4.86M -92,305 -34%
WFA
383
Wellspring Financial Advisors
Ohio
$9.27M +$8.88M +3,412,070 +2,275%
RFO
384
RiverGlades Family Offices
Florida
$9.2M +$77.6K +1,475 +0.9%
SF
385
Symphony Financial
Texas
$9.16M +$818K +15,305 +10%
SBLIC
386
Security Benefit Life Insurance Company
Kansas
$9.16M +$1.34M +25,500 +17%
ERWM
387
Elk River Wealth Management
Colorado
$9.08M +$809K +15,385 +10%
RWMH
388
Riverpoint Wealth Management Holdings
Illinois
$9.07M -$24.2K -460 -0.3%
WCM
389
Windsor Capital Management
Arizona
$9.02M -$121K -2,300 -1%
NA
390
NewEdge Advisors
Louisiana
$8.96M -$1.14M -21,585 -11%
JWBC
391
J.W. Burns & Co
New York
$8.94M +$84.2K +1,600 +1%
RWG
392
Ratio Wealth Group
Colorado
$8.94M -$122K -2,310 -1%
MWP
393
Madison Wealth Partners
Wisconsin
$8.9M +$191K +3,630 +2%
RCAG
394
Rehmann Capital Advisory Group
Michigan
$8.9M -$5.53M -105,180 -38%
SIAM
395
Sterling Investment Advisors (Missouri)
Missouri
$8.89M +$351K +6,665 +4%
JF
396
Jump Financial
Illinois
$8.87M +$8.87M +168,485 New
AA
397
Argent Advisors
Louisiana
$8.81M +$612K +11,640 +7%
GA
398
GFS Advisors
Texas
$8.8M +$676K +12,840 +8%
MA
399
MUFG Americas
New York
$8.63M +$72.9K +1,385 +0.9%
AWM
400
Avondale Wealth Management
Texas
$8.55M -$221K -4,200 -3%
14 15
16
17 18