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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M

Top Buyers

1
AA
Acorns Advisers
California
+$200M
2
HI
Horizon Investments
North Carolina
+$52.4M
3
PI
PFS Investments
Georgia
+$50.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
+$41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$99.5M
2
Wells Fargo
Wells Fargo
California
-$91.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$84.4M
4
GSWM
Golden State Wealth Management
California
-$73.3M
5
Ameriprise
Ameriprise
Minnesota
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
801
ERTS Wealth Advisors
Michigan
$1.01M -$136K -3,680 -12%
HWA
802
Hilltop Wealth Advisors
North Carolina
$1.01M +$1.67K +45 +0.2%
FA
803
FCG Advisors
New Jersey
$1M +$1M +27,015 New
WA
804
WBH Advisory
Maryland
$1M -$93.8K -2,530 -9%
RIM
805
Rockbridge Investment Management
New York
$999K -$96.7K -2,610 -9%
PMFA
806
Plante Moran Financial Advisors
Michigan
$995K -$114K -3,070 -10%
GP
807
Girard Partners
Pennsylvania
$990K -$111K -3,000 -10%
PFA
808
Pinnacle Family Advisors
Missouri
$989K +$9.45K +255 +1%
LNWWM
809
Laird Norton Wetherby Wealth Management
California
$985K +$224K +6,050 +29%
SW
810
StrongBox Wealth
Missouri
$976K -$1.23M -33,320 -56%
FCFC
811
First Commonwealth Financial Corp
Pennsylvania
$970K – – –
DACG
812
Donor Advised Charitable Giving
California
$970K +$501K +13,530 +107%
MAWCM
813
Mine & Arao Wealth Creation & Management
California
$968K -$239K -6,460 -20%
PIMG
814
Patriot Investment Management Group
Tennessee
$968K +$57.2K +1,545 +6%
DI
815
Disciplined Investments
Oklahoma
$964K -$120K -3,245 -11%
PA
816
Parallel Advisors
California
$962K -$27.1K -730 -3%
SWA
817
Stratos Wealth Advisors
Ohio
$953K -$396K -10,685 -29%
WA
818
WP Advisors
California
$948K +$4.26K +115 +0.5%
DWT
819
Dorsey & Whitney Trust
South Dakota
$937K – – –
MCCP
820
Mission Creek Capital Partners
California
$936K -$120K -3,250 -11%
AWA
821
ARQ Wealth Advisors
Arizona
$932K -$45.8K -1,235 -5%
JAFL
822
Jay A. Fishman Ltd
Michigan
$930K -$161K -4,345 -15%
PFGIA
823
Patriot Financial Group Insurance Agency
Massachusetts
$930K -$185K -4,990 -17%
BCM
824
BTC Capital Management
Iowa
$928K – – –
Treasurer of the State of North Carolina
825
Treasurer of the State of North Carolina
North Carolina
$927K +$217K +5,865 +31%
31 32
33
34 35