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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

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

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
726
Oldfather Financial Services
Nebraska
$1.11M +$1.28K +40 +0.1%
LIA
727
LBMC Investment Advisors
Tennessee
$1.11M +$12.1K +420 +1%
HB
728
Homrich & Berg
Georgia
$1.11M -$340K -11,825 -23%
GIA
729
Granite Investment Advisors
New Hampshire
$1.11M -$122K -4,240 -10%
SC
730
Savant Capital
Illinois
$1.11M +$310K +10,775 +39%
SWP
731
Summit Wealth Partners
Florida
$1.1M +$101K +3,525 +10%
9WM
732
9258 Wealth Management
Ohio
$1.1M -$41.7K -1,295 -4%
CBB
733
Citizens Business Bank
California
$1.1M -$107K -3,715 -9%
SWM
734
Southern Wealth Management
Texas
$1.09M -$48.1K -1,670 -4%
TFF
735
The Family Firm
Maryland
$1.09M -$177K -6,155 -14%
EFS
736
Essex Financial Services
Connecticut
$1.09M +$644K +22,375 +146%
DFG
737
Demars Financial Group
Washington
$1.08M -$42.7K -1,485 -4%
HCA
738
Heck Capital Advisors
Wisconsin
$1.08M -$151K -5,250 -12%
PI
739
Parkside Investments
Illinois
$1.08M -$851K -29,600 -44%
CT
740
Cambridge Trust
Massachusetts
$1.08M -$299K -10,405 -22%
HPC
741
HM Payson & Co
Maine
$1.07M -$138K -4,795 -11%
TVAMP
742
Tennessee Valley Asset Management Partners
Tennessee
$1.07M +$44.4K +1,545 +4%
KFGK
743
Keystone Financial Group (Kentucky)
Kentucky
$1.07M -$58.3K -2,025 -5%
CW
744
CreativeOne Wealth
Kansas
$1.07M +$366K +12,720 +52%
PFGIA
745
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M -$54.9K -1,910 -5%
SHGA
746
Sand Hill Global Advisors
California
$1.07M -$103K -3,585 -9%
BRWM
747
B. Riley Wealth Management
Tennessee
$1.06M +$454K +15,790 +75%
SC
748
Schoolcraft Capital
Colorado
$1.06M +$591K +20,550 +126%
CNB
749
Camden National Bank
Maine
$1.06M -$295K -10,270 -22%
SCM
750
Smith Capital Management
Arkansas
$1.05M +$79.8K +2,775 +8%
28 29
30
31 32