IJH icon

iShares Core S&P Mid-Cap ETF

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
651
B. Riley Wealth Advisors
Florida
$3.94M -$1.22M -22,675 -24%
PCM
652
Perritt Capital Management
Illinois
$3.94M +$73.8K +1,375 +2%
JFG
653
JMG Financial Group
Illinois
$3.93M +$3.19M +59,500 +431%
BFWA
654
Benchmark Financial Wealth Advisors
Florida
$3.93M -$79.7K -1,485 -2%
HCC
655
Hirtle Callaghan & Co
Pennsylvania
$3.93M
TA
656
TruWealth Advisors
Louisiana
$3.92M +$173K +3,225 +5%
UL
657
Unionview LLC
Washington
$3.92M +$564K +10,510 +17%
NL
658
NEPC LLC
Massachusetts
$3.89M -$1.2M -22,440 -24%
BFS
659
Bard Financial Services
Connecticut
$3.87M
TWC
660
TD Waterhouse Canada
Ontario, Canada
$3.86M +$317K +4,980 +9%
CAM
661
Campion Asset Management
Virginia
$3.86M -$9.39K -175 -0.2%
MP
662
McDonald Partners
Ohio
$3.85M +$3.85M +71,770 New
FSG
663
Financial Strategies Group
Michigan
$3.85M -$30.1K -560 -0.8%
WJA
664
Willis Johnson & Associates
Texas
$3.85M -$142K -2,645 -4%
PFA
665
Pinnacle Family Advisors
Missouri
$3.85M +$3M +55,865 +354%
CCM
666
Crew Capital Management
Ohio
$3.83M -$364K -6,785 -9%
WA
667
Wealth Alliance
New York
$3.82M -$23.9K -445 -0.6%
VPW
668
Vericrest Private Wealth
Pennsylvania
$3.82M -$128K -2,380 -3%
SWP
669
Summit Wealth Partners
Florida
$3.8M +$86.4K +1,610 +2%
WAM
670
Weinberger Asset Management
California
$3.79M -$3.76K -70 -0.1%
TSWM
671
Triangle Securities Wealth Management
North Carolina
$3.78M +$365K +6,795 +11%
MWP
672
Moller Wealth Partners
$3.76M
NAG
673
Northstar Advisory Group
New Jersey
$3.76M +$392K +7,295 +12%
HNWAG
674
High Net Worth Advisory Group
Florida
$3.71M +$84.8K +1,580 +2%
ONB
675
Old National Bancorp
Indiana
$3.69M -$805 -15 -0%