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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

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

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
601
Valeo Financial Advisors
Indiana
$1.9M -$91K -2,910 -5%
CTC
602
Central Trust Company
Missouri
$1.87M -$546K -18,965 -23%
CWM
603
CCG Wealth Management
California
$1.86M -$1.13M -39,205 -38%
MPCG
604
Matrix Private Capital Group
New York
$1.82M +$844K +29,320 +86%
GFP
605
Gryphon Financial Partners
Ohio
$1.81M +$24K +835 +1%
GTAM
606
Global Trust Asset Management
Florida
$1.8M +$565K +19,435 +46%
PWM
607
Perigon Wealth Management
California
$1.8M +$1.8M +56,885 New
CAG
608
Crestwood Advisors Group
Massachusetts
$1.8M -$65.7K -2,285 -4%
PR
609
Payden & Rygel
California
$1.8M +$7.91K +275 +0.4%
FNBOO
610
First National Bank of Omaha
Nebraska
$1.78M -$55.4K -1,925 -3%
SC
611
Stratford Consulting
Texas
$1.78M -$858K -29,800 -32%
AllianceBernstein
612
AllianceBernstein
Tennessee
$1.78M -$350K -12,155 -16%
JA
613
JVL Associates
Michigan
$1.78M -$2.25M -78,355 -56%
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
$1.77M +$1.14M +39,530 +179%
TSWM
615
Triangle Securities Wealth Management
North Carolina
$1.77M +$1.32M +45,970 +295%
PCG
616
Private Capital Group
Connecticut
$1.76M -$195K -6,775 -10%
FIM
617
Fernwood Investment Management
Massachusetts
$1.76M -$34.5K -1,200 -2%
GC
618
Guggenheim Capital
Illinois
$1.76M – – –
TNB
619
TCF National Bank
South Dakota
$1.76M +$382K +13,265 +28%
LC
620
LCNB Corp
Ohio
$1.75M -$209K -7,250 -11%
HPWM
621
Highland Private Wealth Management
Washington
$1.75M +$57.5K +2,000 +3%
WDL
622
Well Done LLC
Michigan
$1.74M -$4.85M -168,710 -74%
PPA
623
Parametric Portfolio Associates
Washington
$1.74M -$523K -18,190 -23%
BPCE
624
Bank Pictet & Cie (Europe)
Germany
$1.73M – – –
FA
625
FC Advisory
Pennsylvania
$1.72M +$615K +21,385 +56%
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25
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