IJH icon

iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
JWS
701
Juncture Wealth Strategies
Arizona
$1.37M -$355K -9,370 -21%
SF
702
Synovus Financial
Georgia
$1.36M +$36.9K +975 +3%
KAH
703
Kathryn A. Hall
$1.36M +$1.36M +36,000 New
RPGK
704
Retirement Planning Group (Kansas)
Kansas
$1.36M -$76.9K -2,030 -5%
Mercer Global Advisors
705
Mercer Global Advisors
Colorado
$1.36M +$1.36M +35,835 New
PGFC
706
Peapack-Gladstone Financial Corp
New Jersey
$1.36M +$17K +450 +1%
CCA
707
Clearwater Capital Advisors
Illinois
$1.35M -$428K -11,300 -24%
ACM
708
Azimuth Capital Management
Michigan
$1.35M -$51.1K -1,350 -4%
JAFL
709
Jay A. Fishman Ltd
Michigan
$1.35M +$33.9K +895 +3%
OC
710
Oakworth Capital
Alabama
$1.34M
PR
711
Payden & Rygel
California
$1.34M +$506K +13,370 +61%
AIM
712
Advantage Investment Management
Iowa
$1.33M -$4.92M -129,945 -79%
SWPG
713
Strategic Wealth Partners Group
Illinois
$1.33M -$205K -5,400 -13%
OPA
714
Old Port Advisors
Maine
$1.31M -$18.7K -495 -1%
ST
715
Somerset Trust
Pennsylvania
$1.3M -$3.79K -100 -0.3%
HCA
716
Harbour Capital Advisors
Virginia
$1.29M -$43.6K -1,150 -3%
ONST
717
Old North State Trust
North Carolina
$1.29M -$70.5K -1,860 -5%
SCM
718
Smith Capital Management
Arkansas
$1.28M
RWMH
719
Riverpoint Wealth Management Holdings
Illinois
$1.27M -$1.44M -38,090 -53%
DE
720
Day & Ennis
Georgia
$1.27M -$595K -15,710 -32%
AFC
721
AFT Forsyth & Company
Florida
$1.24M +$33.3K +880 +3%
OFG
722
Omega Financial Group
California
$1.24M +$272K +7,185 +28%
TI
723
Truepoint Inc
Ohio
$1.24M -$171K -4,505 -12%
RMCM
724
Reynders McVeigh Capital Management
Massachusetts
$1.24M +$567K +14,965 +85%
RI
725
RPTC Inc
Wyoming
$1.23M +$4.36K +115 +0.4%