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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 %
SG Americas Securities
926
SG Americas Securities
New York
$567K +$567K +19,710 New
SFP
927
Strategic Financial Partners
Oregon
$566K -$135K -4,695 -19%
VVP
928
Venture Visionary Partners
Ohio
$565K -$112K -3,885 -16%
FMC
929
First Merchants Corp
Indiana
$564K -$72K -2,500 -11%
PAM
930
Palisade Asset Management
Minnesota
$561K +$561K +19,495 New
WSTAM
931
Wilbanks Smith & Thomas Asset Management
Virginia
$560K +$182K +6,335 +48%
FPGK
932
Financial Partners Group (Kansas)
Kansas
$556K -$6.27M -231,695 -92%
CFFP
933
Center for Financial Planning
Michigan
$543K +$11.4K +395 +2%
DLCIG
934
D.L. Carlson Investment Group
New Hampshire
$542K – – –
AC
935
Abbrea Capital
California
$540K +$5.75K +200 +1%
MBTD
936
Mechanics Bank - Trust Department
California
$539K – – –
JWBC
937
John W. Brooker & Co
California
$535K +$9.34K +325 +2%
Wealth Enhancement Advisory Services
938
Wealth Enhancement Advisory Services
Minnesota
$531K -$180K -5,540 -25%
TW
939
Transform Wealth
Colorado
$530K +$153K +5,305 +40%
SFP
940
Shepherd Financial Partners
Massachusetts
$525K -$1.64M -56,785 -76%
BAM
941
Berkshire Asset Management
Pennsylvania
$524K +$137K +4,780 +36%
TP
942
Tranquility Partners
Tennessee
$520K +$12.7K +440 +2%
Kovitz Investment Group Partners
943
Kovitz Investment Group Partners
Illinois
$519K +$519K +18,035 New
CCA
944
Clearwater Capital Advisors
Illinois
$516K -$124K -4,310 -19%
TCOT
945
Trust Company of Toledo
Ohio
$516K -$57.6K -2,000 -10%
TCM
946
Tufton Capital Management
Maryland
$515K +$30.9K +1,075 +6%
SLG
947
Stanley-Laman Group
Pennsylvania
$514K -$31.4K -1,090 -6%
CL
948
CIM LLC
New York
$514K – – –
NFG
949
Nadler Financial Group
Illinois
$511K +$70.9K +2,465 +16%
AWS
950
AJ Wealth Strategies
New York
$511K +$511K +17,755 New
36 37
38
39 40