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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
–
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$205M
3
Charles Schwab
Charles Schwab
California
+$86.8M
4
GSWM
Golden State Wealth Management
California
+$57.4M
5
HI
Horizon Investments
North Carolina
+$57.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$497M
2
Osaic Holdings
Osaic Holdings
Arizona
-$266M
3
Bank of America
Bank of America
North Carolina
-$106M
4
HNB
Huntington National Bank
Ohio
-$105M
5
MRC
Millburn Ridgefield Corp
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
926
Cadence Bank
Mississippi
$595K +$595K +16,735 New
APP
927
Avantax Planning Partners
Iowa
$584K +$26.1K +735 +5%
CPSC
928
Carl P. Sherr & Co
Massachusetts
$582K -$400K -11,255 -41%
SWM
929
Stockman Wealth Management
Montana
$582K -$3.2K -90 -0.5%
FPGK
930
Financial Partners Group (Kansas)
Kansas
$581K -$149K -4,195 -20%
COF
931
Capital One Financial
Virginia
$575K -$154K -4,315 -21%
SHJ
932
Sharkey, Howes & Javer
Colorado
$573K -$13.1K -370 -2%
TP
933
Tranquility Partners
Tennessee
$568K -$74.3K -2,090 -12%
MCM
934
McRae Capital Management
New Jersey
$565K +$37.5K +1,055 +7%
RFN
935
RDA Financial Network
Iowa
$564K -$11.6K -325 -2%
KP
936
Keel Point
Alabama
$564K +$196K +5,505 +53%
TFGT
937
TS Financial Group (TSFG)
Illinois
$561K +$346K +9,725 +161%
MWM
938
Mission Wealth Management
California
$554K -$32.9K -925 -6%
CFA
939
CWS Financial Advisors
Michigan
$554K +$554K +15,585 New
GP
940
Geneva Partners
Wisconsin
$550K -$57.8K -1,625 -10%
5L
941
55I LLC
Massachusetts
$550K +$550K +15,460 New
GPA
942
Garrison Point Advisors
California
$549K +$168K +4,725 +44%
SWM
943
SeaCrest Wealth Management
New York
$547K +$35.4K +995 +7%
BJL
944
Brighton Jones LLC
Washington
$545K -$450K -12,630 -45%
CSPIA
945
Cary Street Partners Investment Advisory
Virginia
$544K +$544K +15,305 New
MCM
946
Mitchell Capital Management
Kansas
$543K -$26.2K -735 -5%
PCM
947
Pointe Capital Management
Michigan
$541K +$23.8K +670 +5%
VVP
948
Venture Visionary Partners
Ohio
$537K -$162K -4,550 -23%
AC
949
Abbrea Capital
California
$531K -$137K -3,845 -20%
LWANC
950
Laurel Wealth Advisors (North Carolina)
North Carolina
$531K +$889 +25 +0.2%
36 37
38
39 40