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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$226M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$185M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$143M
4
WANY
Wealthspire Advisors (New York)
New York
+$111M
5
MRC
Millburn Ridgefield Corp
New York
+$75.5M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$883M
2
USAA
United Services Automobile Association
Texas
-$277M
3
TA
Tiedemann Advisors
New York
-$257M
4
HNB
Huntington National Bank
Ohio
-$143M
5
Wells Fargo
Wells Fargo
California
-$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
601
Gries Financial
Ohio
$4.08M -$113K -2,490 -3%
CIR
602
Clear Investment Research
Georgia
$4.03M +$183K +4,035 +5%
CFGS
603
Concourse Financial Group Securities
Alabama
$4.01M +$100K +2,210 +3%
RWP
604
Revolve Wealth Partners
New Jersey
$4.01M +$463K +10,235 +13%
FC
605
Financial Council
Maryland
$4M +$181K +4,005 +5%
VFP
606
Verus Financial Partners
Virginia
$4M -$107K -2,225 -3%
PAM
607
Private Asset Management
California
$4M -$450K -9,940 -10%
WWM
608
Windsor Wealth Management
Indiana
$3.97M -$6.17M -135,660 -61%
BCWM
609
Bartlett & Co Wealth Management
Ohio
$3.93M +$400K +8,830 +11%
BC
610
Bartlett & Co
Ohio
$3.93M +$399K +8,830 +11%
FBA
611
Front Barnett Associates
Illinois
$3.88M +$397K +8,770 +11%
TWC
612
TD Waterhouse Canada
Ontario, Canada
$3.88M +$628K +11,690 +19%
CWM
613
Capital Wealth Management
Rhode Island
$3.87M -$210K -4,645 -5%
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
$3.85M +$2.58M +56,930 +203%
FLA
615
Financial Life Advisors
Texas
$3.84M -$21.7K -480 -0.6%
WP
616
Wealthspan Partners
Iowa
$3.84M -$33.3K -735 -0.9%
LFG
617
Leverty Financial Group
Wisconsin
$3.84M -$147K -3,255 -4%
CL
618
COWA LLC
Oklahoma
$3.82M -$237K -5,220 -6%
FPCG
619
Forum Private Client Group
Indiana
$3.8M +$220K +4,855 +6%
BHIA
620
Birch Hill Investment Advisors
Massachusetts
$3.79M +$13.8K +305 +0.4%
KLI
621
Kelman-Lazarov Inc
Tennessee
$3.79M +$85.5K +1,890 +2%
CI
622
Cavalier Investments
Georgia
$3.78M -$2.5M -55,270 -40%
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$3.75M +$9.28K +205 +0.2%
RWIA
624
Roger Wittlin Investment Advisory
California
$3.75M +$3.75M +82,790 New
CAGAS
625
Capital Advisory Group Advisory Services
Minnesota
$3.74M -$20.5K -430 -0.5%
23 24
25
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