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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$336M
2
USAA
United Services Automobile Association
Texas
+$333M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$234M
4
HNB
Huntington National Bank
Ohio
+$135M
5
SW
SVB Wealth
Massachusetts
+$120M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$455M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$338M
3
Osaic Holdings
Osaic Holdings
Arizona
-$187M
4
Wells Fargo
Wells Fargo
California
-$164M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
926
Carmichael Hill & Associates
Maryland
$1.25M -$26.9K -500 -2%
BAM
927
Berkshire Asset Management
Pennsylvania
$1.25M – – –
WGCA
928
Wolf Group Capital Advisors
Virginia
$1.25M +$2.96K +55 +0.2%
AWA
929
ARQ Wealth Advisors
Arizona
$1.24M -$277K -5,145 -18%
OC
930
Oarsman Capital
Wisconsin
$1.24M +$8.06K +150 +0.7%
KCP
931
KDI Capital Partners
North Carolina
$1.24M +$110K +2,050 +10%
CF
932
Centaurus Financial
California
$1.24M +$14.8K +275 +1%
IAA
933
Independent Advisor Alliance
North Carolina
$1.24M +$165K +3,065 +15%
PIMG
934
Patriot Investment Management Group
Tennessee
$1.23M -$33.6K -625 -3%
DI
935
Disciplined Investments
Oklahoma
$1.23M +$89.5K +1,665 +8%
MWA
936
Motive Wealth Advisors
Michigan
$1.23M +$1.23M +22,795 New
PCA
937
Personal Capital Advisors
California
$1.22M +$62.6K +1,165 +5%
EWA
938
ERTS Wealth Advisors
Michigan
$1.21M -$521K -9,690 -30%
AWP
939
Ascent Wealth Partners
New York
$1.21M -$170K -3,155 -12%
GP
940
Girard Partners
Pennsylvania
$1.2M +$6.45K +120 +0.5%
TFS
941
TrustCore Financial Services
Tennessee
$1.2M -$8.87K -165 -0.7%
PK
942
Pflug Koory
Nebraska
$1.19M – – –
KCPG
943
Kavar Capital Partners Group
Kansas
$1.19M +$787K +14,645 +194%
JAFL
944
Jay A. Fishman Ltd
Michigan
$1.19M – – –
MC
945
Moors & Cabot
Massachusetts
$1.19M +$1.34K +25 +0.1%
DACG
946
Donor Advised Charitable Giving
California
$1.18M -$43.6K -810 -4%
NFP
947
Novak Financial Planning
Maryland
$1.17M -$15.6K -290 -1%
ANB
948
Amarillo National Bank
Texas
$1.17M +$32.2K +600 +3%
BWAM
949
Boyd Watterson Asset Management
Ohio
$1.17M – – –
CFO
950
Collective Family Office
Pennsylvania
$1.17M – – –
36 37
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