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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 %
PCIA
626
Prime Capital Investment Advisors
Kansas
$3.41M -$140K -2,660 -4%
PA
627
PSI Advisors
Florida
$3.39M +$71K +1,350 +2%
SWP
628
Summit Wealth Partners
Florida
$3.38M -$38.1K -725 -1%
NDSI
629
Newman Dignan & Sheerar Inc
Rhode Island
$3.38M +$789 +15 +0%
TSWM
630
Triangle Securities Wealth Management
North Carolina
$3.36M +$47.1K +895 +1%
Deutsche Bank
631
Deutsche Bank
Germany
$3.36M -$2.92M -55,420 -46%
PR
632
Payden & Rygel
California
$3.36M – – –
CHP
633
Cable Hill Partners
Oregon
$3.36M – – –
HMC
634
Harvard Management Company
Massachusetts
$3.34M – – –
SFP
635
Sandbox Financial Partners
Maryland
$3.32M +$3.32M +63,070 New
UBG
636
United Bank (Georgia)
Georgia
$3.29M -$17.4K -330 -0.5%
CW
637
CreativeOne Wealth
Kansas
$3.29M -$1.67M -31,810 -34%
UF
638
Univest Financial
Pennsylvania
$3.27M +$5K +95 +0.2%
SF
639
Summit Financial
New Jersey
$3.23M +$512K +9,725 +19%
FA
640
FC Advisory
Pennsylvania
$3.22M +$60K +1,140 +2%
ACM
641
AUA Capital Management
Pennsylvania
$3.22M – – –
HCA
642
Heck Capital Advisors
Wisconsin
$3.22M +$207K +3,925 +7%
SNT
643
Security National Trust
West Virginia
$3.22M – – –
PA
644
Pinnacle Associates
New York
$3.22M -$34.5K -655 -1%
BIA
645
Bigelow Investment Advisors
Maine
$3.19M -$544K -10,345 -15%
SIG
646
Sky Investment Group
Connecticut
$3.19M +$3.19M +60,705 New
TPA
647
Trivium Point Advisory
Connecticut
$3.17M -$18.3K -340 -0.6%
WF
648
Welch & Forbes
Massachusetts
$3.15M +$80K +1,520 +3%
ASFA
649
All Season Financial Advisors
Colorado
$3.12M +$3.12M +59,210 New
GLA
650
Good Life Advisors
Pennsylvania
$3.11M +$470K +8,940 +18%
24 25
26
27 28