IJH icon

iShares Core S&P Mid-Cap ETF

1,577 hedge funds and large institutions have $38.5B invested in iShares Core S&P Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 552 increasing their positions, 593 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+185
Holders Change %
+13.29%
% of All Funds
27.98%
Holding in Top 10
273
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+15.68%
% of All Funds
4.84%
New
250
Increased
552
Reduced
593
Closed
41
Calls
$53.5M
Puts
$26.6M
Net Calls
+$26.9M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
776
Octavia Wealth Advisors
Ohio
$1.63M +$1.63M +35,530 New
CWM
777
Campbell Wealth Management
Virginia
$1.63M -$5.06K -110 -0.3%
OPA
778
Old Port Advisors
Maine
$1.63M +$125K +2,760 +8%
CCM
779
Colorado Capital Management
Colorado
$1.62M -$23.1K -500 -1%
OC
780
Oakworth Capital
Alabama
$1.62M +$54K +1,175 +3%
PWAP
781
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.62M +$1.62M +35,275 New
BHBT
782
Burke & Herbert Bank & Trust
Virginia
$1.6M +$41.6K +905 +3%
MOACM
783
Mutual of America Capital Management
New York
$1.6M -$994K -21,630 -38%
WDL
784
Well Done LLC
Michigan
$1.58M -$181K -3,935 -10%
Invesco
785
Invesco
Georgia
$1.58M -$102K -2,225 -6%
VRM
786
Vectors Research Management
New York
$1.57M -$4.6K -100 -0.3%
HC
787
HNP Capital
New York
$1.57M -$4.6K -100 -0.3%
JBA
788
Johnson Bixby & Associates
Washington
$1.57M +$1.57M +34,195 New
FMBTD
789
First Midwest Bank Trust Division
Illinois
$1.57M +$31.3K +680 +2%
PWG
790
Private Wealth Group
Florida
$1.57M +$310K +6,745 +25%
RWA
791
Ropes Wealth Advisors
Massachusetts
$1.56M +$460K +10,000 +42%
PCA
792
Providence Capital Advisors
North Carolina
$1.56M -$80.9K -1,760 -5%
FPWM
793
FSB Premier Wealth Management
Iowa
$1.55M +$1.55M +33,755 New
ECM
794
Evergreen Capital Management
Washington
$1.54M +$1.18M +25,575 +323%
WP
795
WealthSource Partners
California
$1.52M -$1.38K -30 -0.1%
MFG
796
Merit Financial Group
Georgia
$1.51M -$221K -4,805 -13%
SWA
797
Stratos Wealth Advisors
Ohio
$1.51M +$328K +7,130 +28%
TFF
798
The Family Firm
Maryland
$1.5M -$120K -2,480 -7%
TIA
799
Tiemann Investment Advisors
California
$1.5M +$41.4K +900 +3%
BAS
800
Brown Advisory Securities
Maryland
$1.5M -$47.1K -1,025 -3%