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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
901
Relative Value Partners Group
$625K +$485K +16,870 +346%
TCOO
902
Trust Company of Oklahoma
Oklahoma
$623K -$1.44K -50 -0.2%
RIG
903
Roosevelt Investment Group
New York
$621K -$3.17M -110,185 -84%
MWM
904
Mattern Wealth Management
Kansas
$621K -$1.11M -38,420 -64%
IIM
905
Ipswich Investment Management
Massachusetts
$618K -$13K -450 -2%
BAM
906
Beaumont Asset Management
Texas
$618K +$618K +21,510 New
TFS
907
TrustCore Financial Services
Tennessee
$617K +$101K +3,510 +20%
SHIM
908
Stone House Investment Management
Pennsylvania
$617K +$617K +21,450 New
QAM
909
QCI Asset Management
New York
$611K +$9.64K +335 +2%
SAM
910
Secure Asset Management
Michigan
$610K -$78.3K -2,720 -11%
CCA
911
Cobblestone Capital Advisors
New York
$610K +$125K +4,345 +26%
FM
912
Family Management
New York
$609K -$152K -5,275 -20%
PFS
913
Prospera Financial Services
Texas
$608K -$56.3K -1,955 -8%
MFT
914
Moisand Fitzgerald Tamayo
Florida
$599K -$50.5K -1,755 -8%
CBT
915
Capital Bank & Trust
California
$598K +$30.5K +1,060 +5%
EBT
916
Enterprise Bank & Trust
Massachusetts
$595K -$15.4K -535 -3%
CWM
917
Calamos Wealth Management
Illinois
$593K +$233K +8,100 +65%
AP
918
Appleton Partners
Massachusetts
$590K -$30.3K -1,055 -5%
MIM
919
Marco Investment Management
Georgia
$589K – – –
PCTC
920
Perkins Coie Trust Company
Washington
$589K – – –
COF
921
Capital One Financial
Virginia
$589K +$589K +20,475 New
GC
922
Grace Capital
Massachusetts
$580K – – –
CWS
923
Cypress Wealth Services
California
$578K -$695K -24,150 -55%
BCM
924
Brookmont Capital Management
Texas
$577K -$287 -10 -0%
CAM
925
Congress Asset Management
Massachusetts
$575K +$161K +5,595 +39%
35 36
37
38 39