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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 %
FA
501
Flagstar Advisors
New York
$5.62M +$5.62M +106,870 New
PTC
502
Private Trust Company
Ohio
$5.59M +$11.8K +225 +0.2%
WCM
503
Washburn Capital Management
Florida
$5.58M -$23.7K -450 -0.4%
VVP
504
Venture Visionary Partners
Ohio
$5.55M -$96.5K -1,815 -2%
PAM
505
Private Asset Management
California
$5.54M -$119K -2,260 -2%
TCM
506
Telos Capital Management
California
$5.5M +$52.1K +990 +1%
AF
507
Allworth Financial
California
$5.49M +$1.9M +36,180 +53%
LF
508
LifeSteps Financial
California
$5.47M -$34.5K -655 -0.6%
BCM
509
Boltwood Capital Management
California
$5.47M -$121K -2,300 -2%
SXL
510
Summit X LLC
Missouri
$5.47M +$564K +10,680 +11%
RVPG
511
Relative Value Partners Group
$5.47M +$1.68M +31,920 +44%
LMIM
512
Lockheed Martin Investment Management
Maryland
$5.46M -$7.96M -151,250 -59%
Prudential Financial
513
Prudential Financial
New Jersey
$5.45M -$991K -18,510 -15%
AWAP
514
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.41M +$18.9K +360 +0.4%
UBS AM
515
UBS AM
Illinois
$5.39M +$5.39M +102,455 New
VFP
516
Verus Financial Partners
Virginia
$5.39M -$67K -1,220 -1%
NCM
517
Novare Capital Management
North Carolina
$5.31M -$491K -9,330 -8%
CCT
518
Country Club Trust
Missouri
$5.29M +$14.4K +270 +0.3%
PFA
519
Pure Financial Advisors
California
$5.28M -$7.37K -140 -0.1%
CWM
520
Cornerstone Wealth Management
Missouri
$5.26M +$127K +2,420 +2%
GFS
521
GYL Financial Synergies
Connecticut
$5.26M +$163K +3,100 +3%
SWA
522
SOA Wealth Advisors
New York
$5.22M -$67.1K -1,275 -1%
PWA
523
Physician Wealth Advisors
Utah
$5.22M +$246K +4,485 +5%
APSP
524
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.18M -$61.8K -1,175 -1%
PCM
525
Parsons Capital Management
Rhode Island
$5.15M -$134K -2,545 -3%
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