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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

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

Top Buyers

1
AA
Acorns Advisers
California
+$200M
2
HI
Horizon Investments
North Carolina
+$52.4M
3
PI
PFS Investments
Georgia
+$50.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
+$41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$99.5M
2
Wells Fargo
Wells Fargo
California
-$91.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$84.4M
4
GSWM
Golden State Wealth Management
California
-$73.3M
5
Ameriprise
Ameriprise
Minnesota
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
951
Moody Lynn & Lieberson
Massachusetts
$545K – – –
BRC
952
BHF RG Capital
Arizona
$543K -$2.98M -80,310 -85%
CL
953
CPWM LLC
Washington
$541K -$12.1K -325 -2%
NFG
954
Nadler Financial Group
Illinois
$534K – – –
SIS
955
SVB Investment Services
Utah
$534K +$20.2K +545 +4%
NSIM
956
North Star Investment Management
Illinois
$532K – – –
EHC
957
Everett Harris & Co
California
$532K +$34.1K +920 +7%
GMA
958
Goldstein Munger & Associates
California
$531K – – –
TPW
959
TL Private Wealth
Texas
$530K +$4K +100 +0.8%
AIM
960
Anchor Investment Management
South Carolina
$528K – – –
TP
961
Tranquility Partners
Tennessee
$526K -$66.4K -1,790 -11%
NF
962
Nikulski Financial
Iowa
$526K +$43.9K +1,185 +9%
NFC
963
Northeast Financial Consultants
Connecticut
$525K +$18.7K +505 +4%
MCM
964
Maple Capital Management
Vermont
$518K -$9.49K -225 -2%
BI
965
Ballast Inc
Kentucky
$517K -$370 -10 -0.1%
M
966
MOTCO
Texas
$517K +$23.2K +625 +5%
SAM
967
SP Asset Management
California
$516K +$109K +2,675 +27%
AP
968
Appleton Partners
Massachusetts
$515K -$9.27K -250 -2%
SWM
969
SeaCrest Wealth Management
New York
$510K -$60.6K -1,635 -11%
RIA
970
Realta Investment Advisors
Delaware
$510K +$18.5K +500 +4%
NFG
971
NewFocus Financial Group
Washington
$510K +$19.3K +520 +4%
SAM
972
Strategy Asset Managers
California
$507K -$1.67K -45 -0.3%
DLCIG
973
D.L. Carlson Investment Group
New Hampshire
$506K – – –
Schroder Investment Management Group
974
Schroder Investment Management Group
United Kingdom
$505K +$18.9K +500 +4%
JIC
975
Joel Isaacson & Co
New York
$501K -$4.64K -125 -0.9%
37 38
39
40 41