IJH icon

iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IA
451
IFG Advisory
Georgia
$6.9M -$207K -3,975 -3%
GIA
452
GHP Investment Advisors
Colorado
$6.89M -$525K -10,085 -7%
IWM
453
IHT Wealth Management
Illinois
$6.88M -$525K -10,080 -7%
CAGAS
454
Capital Advisory Group Advisory Services
Minnesota
$6.84M -$3.12K -60 -0%
WHG
455
Westwood Holdings Group
Texas
$6.81M -$808K -15,515 -11%
ACM
456
Armbruster Capital Management
New York
$6.78M -$592K -11,375 -8%
KFS
457
Kelly Financial Services
Massachusetts
$6.71M -$254K -4,875 -4%
MAFM
458
Mid Atlantic Financial Management
Pennsylvania
$6.67M +$41.1K +790 +0.6%
NGA
459
Naples Global Advisors
Florida
$6.66M -$67.1K -1,290 -1%
CFGS
460
Concourse Financial Group Securities
Alabama
$6.65M -$75K -1,440 -1%
PWW
461
Pettyjohn Wood & White
Virginia
$6.61M +$4.95K +95 +0.1%
SSW
462
Smith Shellnut Wilson
Mississippi
$6.61M -$278K -5,335 -4%
KPWS
463
Kestra Private Wealth Services
Texas
$6.61M +$161K +3,095 +2%
FAIM
464
Financial Advocates Investment Management
Washington
$6.58M -$113K -2,185 -2%
SFP
465
Sterling Financial Planning
New Jersey
$6.56M -$1.06M -20,400 -14%
JIP
466
Jaffetilchin Investment Partners
Florida
$6.48M +$3.34M +64,110 +106%
HWA
467
Heritage Wealth Advisors
Virginia
$6.47M -$8.07K -155 -0.1%
TFCP
468
Twin Focus Capital Partners
Massachusetts
$6.46M -$77K -1,480 -1%
ECM
469
Exchange Capital Management
Michigan
$6.43M +$729K +14,010 +13%
KOMWMG
470
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.43M +$231K +4,430 +4%
CA
471
Crumly & Associates
Illinois
$6.39M +$1.78M +34,180 +39%
HH
472
Hilltop Holdings
Texas
$6.35M +$510K +9,805 +9%
KPCM
473
Kings Point Capital Management
New York
$6.35M +$1.04M +19,955 +20%
IA
474
IFP Advisors
Florida
$6.34M -$9.72M -186,405 -61%
MI
475
Moneywise Inc
Virginia
$6.31M -$181K -3,475 -3%