IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$349M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$240M
3
Osaic Holdings
Osaic Holdings
Arizona
+$179M
4
BlackRock
BlackRock
New York
+$123M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$118M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$561M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$127M
3
HNB
Huntington National Bank
Ohio
-$113M
4
GHA
GW Henssler & Associates
Georgia
-$70.5M
5
PI
PFS Investments
Georgia
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
926
WealthStone
Ohio
$1.16M +$1.82K +35 +0.2%
SG Americas Securities
927
SG Americas Securities
New York
$1.16M +$627K +12,055 +118%
GP
928
Girard Partners
Pennsylvania
$1.16M +$49.9K +960 +5%
BFS
929
Bradley Foster & Sargent
Connecticut
$1.16M -$5.73K -110 -0.5%
PK
930
Pflug Koory
Nebraska
$1.16M – – –
DY
931
Dowling & Yahnke
California
$1.15M -$78.1K -1,500 -6%
NFP
932
Novak Financial Planning
Maryland
$1.15M -$121K -2,315 -9%
MC
933
Moors & Cabot
Massachusetts
$1.15M +$88.1K +1,685 +8%
JAFL
934
Jay A. Fishman Ltd
Michigan
$1.15M -$26K -500 -2%
MIM
935
Marco Investment Management
Georgia
$1.14M – – –
WJWM
936
Williams Jones Wealth Management
New York
$1.14M -$43.5K -835 -4%
FP
937
Financial Perspectives
Minnesota
$1.14M +$1.13M +1,472,105 +25,940%
BWAM
938
Boyd Watterson Asset Management
Ohio
$1.13M – – –
MCM
939
Maryland Capital Management
Maryland
$1.13M +$284K +5,450 +34%
CFO
940
Collective Family Office
Pennsylvania
$1.13M -$14.8K -285 -1%
WFAG
941
Wescott Financial Advisory Group
Pennsylvania
$1.12M +$127K +2,445 +13%
PCA
942
Personal Capital Advisors
California
$1.12M -$124K -2,380 -10%
QAM
943
QCI Asset Management
New York
$1.12M -$60.9K -1,170 -5%
DI
944
Disciplined Investments
Oklahoma
$1.1M -$227K -4,350 -17%
JWS
945
Juncture Wealth Strategies
Arizona
$1.1M -$483K -9,280 -30%
ANB
946
Amarillo National Bank
Texas
$1.1M -$24.2K -465 -2%
BB
947
Berkshire Bank
Massachusetts
$1.1M -$71.6K -1,375 -6%
KCP
948
KDI Capital Partners
North Carolina
$1.09M +$38.2K +735 +4%
TCOO
949
Trust Company of Oklahoma
Oklahoma
$1.08M +$94.5K +1,815 +10%
DDC
950
DF Dent & Co
Maryland
$1.08M +$1.08M +20,705 New
36 37
38
39 40