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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
951
Merriman Wealth Management
Washington
$510K -$3.58M -124,225 -88%
SFSIG
952
San Francisco Sentry Investment Group
California
$508K -$133K -4,630 -21%
Fisher Asset Management
953
Fisher Asset Management
Washington
$508K +$508K +17,660 New
CA
954
Claro Advisors
Massachusetts
$507K -$14.2K -495 -3%
MCM
955
Maryland Capital Management
Maryland
$505K +$112K +3,900 +29%
WCM
956
Wealthcare Capital Management
Virginia
$500K +$4.31K +150 +0.9%
TA
957
TFG Advisers
Michigan
$499K +$31.9K +1,110 +7%
DY
958
Dowling & Yahnke
California
$496K -$286K -9,950 -37%
FG
959
Fiduciary Group
Georgia
$496K +$2.88K +100 +0.6%
GP
960
Geneva Partners
Wisconsin
$492K -$699K -24,290 -59%
EP
961
Eudaimonia Partners
Tennessee
$490K -$106K -3,665 -18%
QWM
962
QP Wealth Management
New Jersey
$490K +$117K +3,840 +31%
SAM
963
S.A. Mason
Michigan
$485K – – –
CFG
964
Cooper Financial Group
California
$485K +$235K +8,185 +94%
CMP
965
Courage Miller Partners
Virginia
$484K +$31.7K +1,105 +7%
TPW
966
TL Private Wealth
Texas
$483K -$78.6K -2,450 -14%
QCIG
967
Quad-Cities Investment Group
Iowa
$479K +$123K +4,270 +34%
TIA
968
Tiemann Investment Advisors
California
$476K -$1.87K -65 -0.4%
SHJ
969
Sharkey, Howes & Javer
Colorado
$475K -$916K -31,800 -66%
MWM
970
Mission Wealth Management
California
$475K -$34.7K -1,205 -7%
DP
971
Dearborn Partners
Illinois
$474K +$2.88K +100 +0.6%
SWM
972
Stockman Wealth Management
Montana
$474K +$109K +3,800 +30%
LWCFA
973
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$471K -$124K -4,325 -21%
WP
974
WealthShield Partners
North Carolina
$466K -$618K -21,500 -57%
RFN
975
RDA Financial Network
Iowa
$466K -$163K -5,655 -26%
37 38
39
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