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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$151M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
3
LPL Financial
LPL Financial
California
+$94.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
5
Mariner
Mariner
Kansas
+$50.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.82B
2
RJA
Raymond James & Associates
Florida
-$350M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$224M
4
Wells Fargo
Wells Fargo
California
-$163M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
926
Wealthcare Capital Management
Virginia
$1.21M -$57.4K -1,090 -5%
KLCM
927
KG&L Capital Management
Louisiana
$1.2M -$36.8K -700 -3%
PAI
928
Pittenger & Anderson Inc
Nebraska
$1.19M +$1.05M +19,940 +725%
BCM
929
BTC Capital Management
Iowa
$1.19M -$31.3K -595 -3%
EPWM
930
Essex Private Wealth Management
Massachusetts
$1.19M -$71K -1,350 -6%
EW
931
Evoke Wealth
California
$1.19M -$62.6K -1,190 -5%
CHA
932
Carmichael Hill & Associates
Maryland
$1.19M -$34.5K -655 -3%
ANB
933
Amarillo National Bank
Texas
$1.19M +$44.7K +850 +4%
EWA
934
ERTS Wealth Advisors
Michigan
$1.19M +$263 +5 +0%
JWS
935
Juncture Wealth Strategies
Arizona
$1.18M +$188K +3,575 +19%
DI
936
Disciplined Investments
Oklahoma
$1.18M -$23.9K -455 -2%
PK
937
Pflug Koory
Nebraska
$1.17M – – –
KCPG
938
Kavar Capital Partners Group
Kansas
$1.17M – – –
PAM
939
Palisade Asset Management
Minnesota
$1.16M +$55.5K +1,055 +5%
BB
940
Berkshire Bank
Massachusetts
$1.16M +$78.9K +1,500 +7%
BAM
941
Barrett Asset Management
New York
$1.15M +$658K +12,500 +133%
MC
942
Moors & Cabot
Massachusetts
$1.15M -$11.6K -220 -1%
PCA
943
Personal Capital Advisors
California
$1.15M -$40.2K -765 -3%
BWAM
944
Boyd Watterson Asset Management
Ohio
$1.14M – – –
T
945
TNF
Montana
$1.14M +$1.14M +20,785 New
WSTAM
946
Wilbanks Smith & Thomas Asset Management
Virginia
$1.14M +$86.3K +1,640 +8%
CFO
947
Collective Family Office
Pennsylvania
$1.14M – – –
Wealth Enhancement Advisory Services
948
Wealth Enhancement Advisory Services
Minnesota
$1.13M +$103K +1,845 +10%
AF
949
Apexium Financial
Texas
$1.13M +$87.9K +1,670 +8%
KIG
950
Kowal Investment Group
Wisconsin
$1.13M +$211K +4,010 +23%
36 37
38
39 40