IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

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

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$65M
2
LPL Financial
LPL Financial
California
+$64M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.4M
4
Millennium Management
Millennium Management
New York
+$54.4M
5
WANY
Wealthspire Advisors (New York)
New York
+$48.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$122M
2
HI
Horizon Investments
North Carolina
-$114M
3
HNB
Huntington National Bank
Ohio
-$94.5M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$91.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
876
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$26K +565 +2%
DI
877
Disciplined Investments
Oklahoma
$1.18M -$21.4K -465 -2%
DWT
878
Dorsey & Whitney Trust
South Dakota
$1.16M – – –
RC
879
RegentAtlantic Capital
New Jersey
$1.16M +$633K +13,765 +120%
DACG
880
Donor Advised Charitable Giving
California
$1.16M -$45.7K -995 -4%
BCM
881
BTC Capital Management
Iowa
$1.14M -$16.1K -350 -1%
WCM
882
Wealthcare Capital Management
Virginia
$1.13M +$4.37K +95 +0.4%
CHA
883
Carmichael Hill & Associates
Maryland
$1.13M +$10.6K +230 +0.9%
BW
884
Bison Wealth
Georgia
$1.13M +$8.96K +195 +0.8%
NFP
885
Novak Financial Planning
Maryland
$1.12M +$1.12M +24,420 New
T. Rowe Price Associates
886
T. Rowe Price Associates
Maryland
$1.12M +$639K +13,895 +133%
Neuberger Berman Group
887
Neuberger Berman Group
New York
$1.12M +$35.8K +780 +3%
AF
888
Allworth Financial
California
$1.11M +$563K +12,255 +102%
CG
889
Corundum Group
Colorado
$1.11M +$31K +675 +3%
BFEC
890
Benjamin F. Edwards & Company
Missouri
$1.11M +$66.4K +1,445 +6%
LWM
891
Lyell Wealth Management
California
$1.11M +$1.11M +24,200 New
WIC
892
Whitegate Investment Counselors
New Hampshire
$1.11M -$263K -5,720 -19%
EPWM
893
Essex Private Wealth Management
Massachusetts
$1.1M – – –
CT
894
Cambridge Trust
Massachusetts
$1.1M -$46.2K -1,005 -4%
RVPG
895
Relative Value Partners Group
$1.1M +$277K +6,015 +34%
TFS
896
TrustCore Financial Services
Tennessee
$1.1M -$40.9K -890 -4%
PCA
897
Personal Capital Advisors
California
$1.1M +$124K +2,705 +13%
BCM
898
Bayesian Capital Management
New York
$1.09M +$1.09M +23,805 New
BJL
899
Brighton Jones LLC
Washington
$1.09M +$173K +3,755 +19%
DY
900
Dowling & Yahnke
California
$1.09M -$2.99K -65 -0.3%
34 35
36
37 38