IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,857 hedge funds and large institutions have $49.5B invested in iShares Core S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 822 increasing their positions, 473 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,857
Holders Change
+223
Holders Change %
+13.65%
% of All Funds
28.68%
Holding in Top 10
313
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+13.41%
% of All Funds
4.83%
New
306
Increased
822
Reduced
473
Closed
50
Calls
$44.3M
Puts
$4.64M
Net Calls
+$39.7M
Net Calls Change
-$165M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$211M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$157M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$137M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$61.8M
5
Bank of America
Bank of America
North Carolina
+$60.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$133M
2
WANY
Wealthspire Advisors (New York)
New York
-$125M
3
HI
Harbour Investments
Wisconsin
-$83M
4
HF
HRT Financial
New York
-$46.2M
5
MA
MCF Advisors
Kentucky
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWRC
701
R.W. Roge & Company
New York
$3.47M -$5.51M -106,585 -61%
BIA
702
Bigelow Investment Advisors
Maine
$3.46M +$26.6K +470 +0.8%
SIG
703
Sky Investment Group
Connecticut
$3.46M +$25.5K +450 +0.7%
ACM
704
AUA Capital Management
Pennsylvania
$3.45M -$16.1K -285 -0.5%
PAS
705
Park Avenue Securities
New York
$3.43M +$609K +10,755 +22%
AWM
706
Axxcess Wealth Management
California
$3.42M +$3.42M +60,445 New
MM
707
Main Management
California
$3.42M +$3.14M +55,535 +1,151%
HIA
708
Harbor Investment Advisory
Maryland
$3.38M +$448K +7,920 +15%
TPA
709
Trivium Point Advisory
Connecticut
$3.35M +$16.1K +285 +0.5%
CIC
710
Carnegie Investment Counsel
Ohio
$3.33M +$226K +3,985 +7%
FIM
711
Fernwood Investment Management
Massachusetts
$3.32M +$10.5K +185 +0.3%
GC
712
Guggenheim Capital
Illinois
$3.31M +$440K +7,765 +15%
SS
713
Simplicity Solutions
Minnesota
$3.31M +$1.24M +21,840 +60%
HWM
714
HB Wealth Management
Georgia
$3.31M +$3.31M +58,480 New
OWM
715
Opes Wealth Management
California
$3.3M +$923K +16,310 +39%
VFA
716
Valeo Financial Advisors
Indiana
$3.29M +$134K +2,360 +4%
PWM
717
Perigon Wealth Management
California
$3.29M +$975K +17,225 +42%
SWA
718
Stratos Wealth Advisors
Ohio
$3.26M +$630K +11,135 +24%
3F
719
360 Financial
Minnesota
$3.22M +$345K +6,085 +12%
VCM
720
Vivaldi Capital Management
Illinois
$3.22M +$185K +3,260 +6%
CWM
721
C2C Wealth Management
Arizona
$3.22M +$3.22M +56,805 New
CBN
722
Cadence Bank NA
Texas
$3.21M -$15.3K -270 -0.5%
MCA
723
Magnolia Capital Advisors
Mississippi
$3.2M +$1.64M +29,025 +105%
HIMC
724
Heritage Investors Management Corp
Maryland
$3.18M +$251K +4,430 +9%
CAG
725
Crestwood Advisors Group
Massachusetts
$3.18M +$170K +3,000 +6%
27 28
29
30 31