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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 %
IWM
551
IHT Wealth Management
Illinois
$4.55M -$2.3M -43,810 -34%
GF
552
Gries Financial
Ohio
$4.54M +$96.3K +1,830 +2%
GTAM
553
Global Trust Asset Management
Florida
$4.5M +$25.3K +480 +0.6%
OCM
554
Orion Capital Management
California
$4.49M +$84.4K +1,605 +2%
RWA
555
River Wealth Advisors
Pennsylvania
$4.48M -$76.8K -1,460 -2%
NL
556
NWAM LLC
Washington
$4.44M -$2.43M -46,160 -35%
FNBOSM
557
First National Bank of South Miami
Florida
$4.43M +$262K +4,970 +6%
SF
558
Synovus Financial
Georgia
$4.41M +$835K +15,870 +23%
RIA
559
Regal Investment Advisors
Michigan
$4.4M -$249K -4,725 -5%
Koshinski Asset Management
560
Koshinski Asset Management
Illinois
$4.36M +$832K +15,810 +24%
FLA
561
Financial Life Advisors
Texas
$4.32M +$353K +6,700 +9%
CCM
562
Crew Capital Management
Ohio
$4.24M -$2.63K -50 -0.1%
SAM
563
Securian Asset Management
Minnesota
$4.18M – – –
CFS
564
CRA Financial Services
New Jersey
$4.18M -$28.1K -535 -0.7%
HAC
565
Harbor Advisory Corp
New Hampshire
$4.18M – – –
SCG
566
Sonata Capital Group
Washington
$4.18M – – –
SFS
567
Sowell Financial Services
Arkansas
$4.13M -$741K -14,080 -15%
FBA
568
Front Barnett Associates
Illinois
$4.11M +$81.8K +1,555 +2%
BFWA
569
Benchmark Financial Wealth Advisors
Florida
$4.09M +$31.6K +600 +0.8%
WJA
570
Willis Johnson & Associates
Texas
$4.08M +$18.2K +345 +0.4%
ONB
571
Old National Bancorp
Indiana
$4.08M -$122K -2,325 -3%
PWAG
572
Polaris Wealth Advisory Group
California
$4.06M +$4.06M +75,205 New
HSA
573
HBK Sorce Advisory
Pennsylvania
$4.02M -$15.3K -290 -0.4%
SQA
574
Simon Quick Advisors
New Jersey
$4.02M -$435K -8,270 -10%
EVM
575
Eaton Vance Management
Massachusetts
$3.98M +$65.7K +1,265 +2%
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