IJH icon

iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TGAM
676
TBH Global Asset Management
Tennessee
$1.39M -$177K -6,165 -11%
FMW
677
Farr Miller & Washington
District of Columbia
$1.36M +$33.1K +1,150 +3%
CFD
678
Creative Financial Designs
Indiana
$1.34M -$3.95M -137,305 -75%
EVM
679
Eaton Vance Management
Massachusetts
$1.34M -$30.9K -1,075 -2%
Mercer Global Advisors
680
Mercer Global Advisors
Colorado
$1.33M -$83.4K -2,900 -6%
CA
681
Crumly & Associates
Illinois
$1.33M -$1.44M -49,970 -52%
PWA
682
Physician Wealth Advisors
Utah
$1.33M -$839K -27,845 -39%
PWAG
683
Polaris Wealth Advisory Group
California
$1.33M +$393K +13,645 +42%
GC
684
Gilbert & Cook
Iowa
$1.33M -$576 -20 -0%
HIMC
685
Heritage Investors Management Corp
Maryland
$1.32M +$3.6K +125 +0.3%
CIC
686
Carnegie Investment Counsel
Ohio
$1.31M +$187K +6,500 +17%
SIM
687
Stratos Investment Management
Ohio
$1.31M +$31.1K +1,080 +2%
WF
688
Welch & Forbes
Massachusetts
$1.31M -$174K -6,035 -12%
SGK
689
Steigerwald Gordon & Koch
Virginia
$1.29M -$317K -11,025 -20%
CCM
690
Condor Capital Management
New Jersey
$1.29M -$31.9K -1,110 -2%
CBT
691
Central Bank & Trust
Kentucky
$1.29M -$124K -4,325 -9%
BCWM
692
Blue Chip Wealth Management
Florida
$1.29M -$48.3K -1,680 -4%
1IA
693
1834 Investment Advisors
Wisconsin
$1.28M -$576 -20 -0%
BFA
694
Beacon Financial Advisory
Ohio
$1.28M -$10.5K -365 -0.8%
DWT
695
Dorsey & Whitney Trust
South Dakota
$1.28M -$4.32K -150 -0.3%
MC
696
Moors & Cabot
Massachusetts
$1.27M +$5.76K +200 +0.5%
CBFP
697
Cedar Brook Financial Partners
Ohio
$1.27M -$207K -7,200 -14%
SAM
698
Shone Asset Management
California
$1.26M +$1.26M +38,830 New
MWM
699
Meridian Wealth Management
Kentucky
$1.24M +$980K +34,065 +380%
SDIC
700
South Dakota Investment Council
South Dakota
$1.23M -$25.3K -880 -2%