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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 %
HI
651
Horizon Investments
North Carolina
$1.56M -$33.7K -1,170 -2%
DFA
652
Delta Financial Advisors
Louisiana
$1.56M -$253K -8,795 -14%
FFW
653
Fusion Family Wealth
New York
$1.56M +$521K +18,095 +50%
PA
654
Pinnacle Associates
New York
$1.55M -$22.3K -775 -1%
CI
655
Cavalier Investments
Georgia
$1.55M -$2.2M -76,450 -59%
CIAS
656
Capital Investment Advisory Services
North Carolina
$1.54M +$712K +24,750 +86%
LNB
657
Ledyard National Bank
$1.54M -$2.61M -90,760 -63%
FWP
658
FAS Wealth Partners
Kansas
$1.52M +$1.15K +40 +0.1%
NB
659
NBT Bank
New York
$1.51M -$6.9K -240 -0.5%
SFS
660
Sowell Financial Services
Arkansas
$1.51M +$39K +1,355 +3%
ACM
661
AUA Capital Management
Pennsylvania
$1.49M +$132K +4,600 +10%
TAM
662
Townsend Asset Management
North Carolina
$1.49M -$83.6K -2,905 -5%
CRC
663
Curi RMB Capital
Illinois
$1.48M -$118K -4,110 -7%
EK
664
Evensky & Katz
Florida
$1.48M -$193K -6,690 -12%
QCM
665
Quest Capital Management
Texas
$1.47M -$140K -4,875 -9%
BWM
666
BigSur Wealth Management
Florida
$1.47M -$288K -10,000 -16%
JF
667
JSF Financial
California
$1.46M -$9.17M -318,740 -86%
AF
668
Apexium Financial
Texas
$1.46M +$831K +28,900 +133%
TPA
669
Trivium Point Advisory
Connecticut
$1.42M -$774K -25,285 -35%
AWP
670
Ascent Wealth Partners
New York
$1.42M +$162K +5,640 +13%
AIA
671
Arcadia Investment Advisors
Idaho
$1.41M -$52.5K -1,825 -4%
CCG
672
Cypress Capital Group
Florida
$1.4M -$169K -5,875 -11%
BFG
673
Beacon Financial Group
Texas
$1.39M -$275K -9,460 -17%
AW
674
ACG Wealth
Georgia
$1.39M -$150K -5,230 -10%
IP
675
Investment Partners
Ohio
$1.39M -$1.4M -48,710 -50%
25 26
27
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