IJH icon

iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SHJ
926
Sharkey, Howes & Javer
Colorado
$598K
CMP
927
Courage Miller Partners
Virginia
$598K +$178 +5 +0%
SMG
928
Spectrum Management Group
Indiana
$593K -$134K -3,615 -18%
SFSIG
929
San Francisco Sentry Investment Group
California
$592K -$62.5K -1,685 -10%
CWM
930
Calamos Wealth Management
Illinois
$590K -$174K -4,700 -23%
MWM
931
Mission Wealth Management
California
$590K +$12.2K +330 +2%
OAM
932
Oak Asset Management
California
$586K +$19K +475 +3%
DBT
933
Dubuque Bank & Trust
Iowa
$584K -$84.4K -2,275 -13%
APP
934
Avantax Planning Partners
Iowa
$584K -$24.7K -665 -4%
SCM
935
Southport Capital Management
Tennessee
$583K +$250K +6,735 +75%
TNB
936
Thomasville National Bank
Georgia
$581K -$76.6K -2,065 -12%
AIP
937
Almanack Investment Partners
Pennsylvania
$579K +$579K +13,760 New
RFN
938
RDA Financial Network
Iowa
$576K -$12.2K -330 -2%
CFA
939
CWS Financial Advisors
Michigan
$573K -$4.26K -115 -0.7%
GPA
940
Garrison Point Advisors
California
$572K
CPSC
941
Carl P. Sherr & Co
Massachusetts
$570K -$36.3K -980 -6%
MCM
942
McRae Capital Management
New Jersey
$570K -$18.5K -500 -3%
FPGK
943
Financial Partners Group (Kansas)
Kansas
$568K -$37.6K -1,015 -6%
FFA
944
Founders Financial Alliance
North Carolina
$568K +$568K +14,470 New
EC
945
Estate Counselors
Wisconsin
$558K +$85.8K +2,000 +18%
TH
946
TCTC Holdings
Texas
$553K +$293K +7,895 +112%
PSF
947
Pacific Sun Financial
California
$552K
FPCG
948
Fort Pitt Capital Group
Pennsylvania
$552K +$11.3K +305 +2%
CFG
949
Cooper Financial Group
California
$551K -$243K -6,560 -31%
VAS
950
Vestmark Advisory Solutions
Massachusetts
$549K