IJH icon

iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAP
576
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.08M -$61.8K -1,250 -3%
AWA
577
Arete Wealth Advisors
Illinois
$2.08M -$101K -3,520 -5%
NL
578
NEPC LLC
Massachusetts
$2.04M
LWP
579
Legacy Wealth Partners
California
$2.04M +$216K +7,520 +12%
ECM
580
Exchange Capital Management
Michigan
$2.03M +$76.4K +2,655 +4%
FCI
581
Financial Counselors Inc
Kansas
$2.02M +$244K +8,465 +14%
SBLIC
582
Security Benefit Life Insurance Company
Kansas
$2.01M
WQ
583
Wealth Quarterback
New Jersey
$2.01M -$6.35M -221,530 -76%
FTC
584
Farmers Trust Company
Ohio
$2M
BBHC
585
Brown Brothers Harriman & Co
New York
$1.99M -$900K -31,295 -31%
ISB
586
Iowa State Bank
Iowa
$1.98M +$828K +28,765 +72%
CBN
587
Cadence Bank NA
Texas
$1.97M -$6.33K -220 -0.3%
AAMC
588
Asset Allocation & Management Company
Illinois
$1.96M +$53.9K +1,875 +3%
RIA
589
Regal Investment Advisors
Michigan
$1.96M -$384K -13,340 -16%
IF
590
Ironwood Financial
Arizona
$1.96M -$6.2M -215,645 -76%
SF
591
Synovus Financial
Georgia
$1.96M +$686K +23,845 +54%
BFM
592
Broadview Financial Management
Wisconsin
$1.96M +$43.9K +1,525 +2%
UF
593
Univest Financial
Pennsylvania
$1.96M +$1.96M +67,960 New
NEPWA
594
New England Private Wealth Advisors
Massachusetts
$1.95M +$10.5K +365 +0.5%
NEAM
595
New England Asset Management
Connecticut
$1.94M
OWA
596
Outlook Wealth Advisors
Texas
$1.94M +$466K +16,185 +32%
BCMO
597
Buckingham Capital Management (Ohio)
Ohio
$1.93M +$77.7K +2,700 +4%
IC
598
IEQ Capital
California
$1.92M -$656K -22,800 -25%
EFL
599
ERn Financial LLC
Wisconsin
$1.92M +$1.66M +57,840 +661%
SNT
600
Security National Trust
West Virginia
$1.9M +$126K +4,370 +7%