IJH icon

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 %
CAG
676
Crestwood Advisors Group
Massachusetts
$2.8M -$347K -6,600 -11%
ECG
677
Edge Capital Group
Georgia
$2.79M -$19.7K -375 -0.7%
MSAM
678
Moloney Securities Asset Management
Missouri
$2.78M +$4.47K +85 +0.2%
C
679
Clearshares
New York
$2.77M +$67.3K +1,280 +2%
MOS
680
MGO One Seven
Ohio
$2.77M +$82.5K +1,480 +3%
BCA
681
Berman Capital Advisors
Georgia
$2.76M +$7.89K +150 +0.3%
EWA
682
EP Wealth Advisors
California
$2.75M -$188K -3,570 -6%
FCA
683
FinTrust Capital Advisors
South Carolina
$2.75M -$34.7K -660 -1%
SW
684
StrongBox Wealth
Missouri
$2.74M +$209K +3,965 +8%
HIMC
685
Heritage Investors Management Corp
Maryland
$2.73M +$99.2K +1,885 +4%
HIA
686
Harbor Investment Advisory
Maryland
$2.72M +$114K +2,175 +4%
Lido Advisors
687
Lido Advisors
California
$2.71M +$949K +18,045 +54%
BFG
688
Beacon Financial Group
Texas
$2.69M +$25.7K +480 +1%
TAM
689
Townsend Asset Management
North Carolina
$2.68M -$15.5K -295 -0.6%
3F
690
360 Financial
Minnesota
$2.68M -$22.1K -420 -0.8%
GFP
691
Gryphon Financial Partners
Ohio
$2.67M -$433K -8,230 -14%
GC
692
Guggenheim Capital
Illinois
$2.67M – – –
FTS
693
Fifth Third Securities
Ohio
$2.66M +$2.66M +50,460 New
LC
694
LCNB Corp
Ohio
$2.65M -$84.2K -1,600 -3%
DFA
695
Delta Financial Advisors
Louisiana
$2.64M – – –
CNB
696
Camden National Bank
Maine
$2.64M +$138K +2,625 +6%
PAS
697
Park Avenue Securities
New York
$2.62M +$74.7K +1,420 +3%
HAS
698
HBW Advisory Services
California
$2.6M +$43.7K +830 +2%
KW
699
KWB Wealth
California
$2.59M -$221K -4,195 -8%
SAS
700
Stelac Advisory Services
New York
$2.59M +$69.5K +1,320 +3%
26 27
28
29 30