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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 %
CT
826
Cambridge Trust
Massachusetts
$926K -$56.2K -1,515 -6%
QAM
827
QCI Asset Management
New York
$926K +$37.2K +1,005 +4%
TFS
828
TrustCore Financial Services
Tennessee
$917K -$76K -2,050 -8%
CG
829
Caprock Group
Idaho
$917K +$53.3K +1,440 +6%
WCM
830
Wealthcare Capital Management
Virginia
$908K +$208K +5,625 +30%
BW
831
Bison Wealth
Georgia
$900K +$371 +10 +0%
CHA
832
Carmichael Hill & Associates
Maryland
$899K +$18.5K +500 +2%
WJWM
833
Williams Jones Wealth Management
New York
$893K -$235K -6,335 -21%
ACG
834
Allen Capital Group
Nebraska
$893K -$4.97K -125 -0.6%
MC
835
Moors & Cabot
Massachusetts
$892K -$606K -16,345 -40%
EPWM
836
Essex Private Wealth Management
Massachusetts
$890K -$8.15K -220 -0.9%
RWA
837
Ropes Wealth Advisors
Massachusetts
$888K – – –
VCA
838
Verdence Capital Advisors
Maryland
$885K +$3.7K +100 +0.4%
DY
839
Dowling & Yahnke
California
$879K +$109K +2,930 +14%
CG
840
Corundum Group
Colorado
$872K +$64.9K +1,750 +8%
BB
841
Berkshire Bank
Massachusetts
$872K +$872K +23,540 New
IC
842
Intersect Capital
California
$871K +$3.52K +95 +0.4%
Neuberger Berman Group
843
Neuberger Berman Group
New York
$870K +$20K +540 +2%
SAM
844
Seelaus Asset Management
New Jersey
$866K -$5.19K -140 -0.6%
DDC
845
DF Dent & Co
Maryland
$855K +$855K +23,080 New
KLCM
846
KG&L Capital Management
Louisiana
$850K +$11.3K +305 +1%
IWS
847
Insight Wealth Strategies
California
$849K +$849K +22,905 New
BFEC
848
Benjamin F. Edwards & Company
Missouri
$843K +$457K +12,320 +118%
WGCA
849
Wolf Group Capital Advisors
Virginia
$838K -$30.2K -815 -3%
W
850
WealthStone
Ohio
$836K -$185 -5 -0%
32 33
34
35 36