IJH icon

iShares Core S&P Mid-Cap ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
SW
51
SVB Wealth
Massachusetts
$132M +$1.73M +32,955 +1%
BIM
52
Bridges Investment Management
Nebraska
$130M +$4.35M +82,620 +3%
LWA
53
Lenox Wealth Advisors
New York
$125M +$404K +7,675 +0.3%
APCM
54
Alaska Permanent Capital Management
Alaska
$118M -$1.38M -26,270 -1%
CFG
55
Citizens Financial Group
Rhode Island
$113M +$12.1M +229,230 +12%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$112M +$935K +17,640 +0.8%
GT
57
Greenleaf Trust
Michigan
$111M +$67.1K +1,275 +0.1%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$111M +$5.53M +105,050 +5%
SSB
59
Sandy Spring Bank
Maryland
$111M +$2.73M +51,865 +3%
LW
60
Linscomb Wealth
Texas
$103M -$640K -12,155 -0.6%
MML Investors Services
61
MML Investors Services
Massachusetts
$101M +$5.5M +104,540 +6%
HTC
62
Haverford Trust Company
Pennsylvania
$101M -$22.9M -436,135 -19%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$99.2M +$2.82M +53,665 +3%
BF
64
BOK Financial
Oklahoma
$98.2M +$98.2M +1,865,615 New
SIC
65
Sigma Investment Counselors
Michigan
$94.2M +$3.21M +61,010 +4%
State Street
66
State Street
Massachusetts
$92.9M -$197K -3,745 -0.2%
HighTower Advisors
67
HighTower Advisors
Illinois
$92.4M +$3.75M +71,240 +4%
UCFA
68
United Capital Financial Advisors
Texas
$91.1M +$412K +7,825 +0.5%
MIA
69
MainStreet Investment Advisors
Illinois
$90.6M -$4.95M -94,150 -5%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$90.2M -$589K -11,200 -0.6%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$87.6M +$2.91M +55,255 +3%
SHGA
72
Sand Hill Global Advisors
California
$87.6M +$3.51M +66,750 +4%
LWMT
73
Legacy Wealth Management (Tennessee)
Tennessee
$87.5M -$1.34M -25,495 -2%
BFPW
74
BOK Financial Private Wealth
Colorado
$86.3M +$2.03M +38,595 +2%
AIA
75
Ally Invest Advisors
North Carolina
$86.3M +$7.73M +146,825 +10%