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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 %
QCIG
851
Quad-Cities Investment Group
Iowa
$836K +$79K +2,130 +10%
NCM
852
Next Capital Management
New York
$833K -$201K -5,410 -19%
BFS
853
Bradley Foster & Sargent
Connecticut
$827K +$827K +22,310 New
PK
854
Pflug Koory
Nebraska
$823K – – –
AF
855
Apexium Financial
Texas
$817K -$564K -15,230 -41%
CF
856
Centaurus Financial
California
$812K -$55.4K -1,495 -6%
BWP
857
Bernardo Wealth Planning
Pennsylvania
$806K +$10.6K +285 +1%
FG
858
Fiduciary Group
Georgia
$802K +$127K +3,435 +19%
KWMG
859
King Wealth Management Group
Florida
$790K +$5.19K +140 +0.7%
IDA
860
Intelligence Driven Advisers
California
$788K -$9.54M -257,395 -92%
PCA
861
Personal Capital Advisors
California
$783K +$118K +3,190 +18%
ANB
862
Amarillo National Bank
Texas
$782K +$248K +6,680 +46%
KAH
863
Kathryn A. Hall
$778K – – –
BWAM
864
Boyd Watterson Asset Management
Ohio
$778K +$9.45K +255 +1%
SWPG
865
Strategic Wealth Partners Group
Illinois
$776K -$390K -10,525 -33%
MJRIC
866
Mogy Joel R Investment Counsel
California
$772K -$51K -1,375 -6%
QC
867
QCM Cayman
Texas
$772K +$438K +11,830 +131%
IIM
868
Ipswich Investment Management
Massachusetts
$766K +$3.71K +100 +0.5%
BUB
869
BBVA USA Bancshares
Texas
$765K -$1.1K -30 -0.1%
CCA
870
Clearwater Capital Advisors
Illinois
$759K -$5K -135 -0.7%
LWAC
871
Laurel Wealth Advisors (California)
California
$758K -$1.45M -39,105 -66%
MIM
872
Marco Investment Management
Georgia
$758K – – –
OFG
873
Oxford Financial Group
Indiana
$756K -$87.5K -2,360 -10%
CA
874
Claro Advisors
Massachusetts
$754K +$8.52K +230 +1%
Jane Street
875
Jane Street
New York
$754K +$380K +10,255 +102%
33 34
35
36 37