IJH icon

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
$114M
3
PI
PFS Investments
Georgia
$67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$229M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
$73.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$94.5M
2
Wells Fargo
Wells Fargo
California
$2.42B
3
Financial Engines Advisors
Financial Engines Advisors
California
$656M
4
GSWM
Golden State Wealth Management
California
$3.94M
5
Ameriprise
Ameriprise
Minnesota
$369M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
76
Valmark Advisers
Ohio
$52.6M -$3.31M -89,395 -6%
Comerica Bank
77
Comerica Bank
Texas
$52.1M -$586K -14,570 -1%
FAAS
78
First Allied Advisory Services
California
$51.8M -$2.87M -77,400 -5%
GHA
79
GW Henssler & Associates
Georgia
$51.6M +$144K +3,890 +0.3%
CAW
80
Cornerstone Advisors (Washington)
Washington
$51.5M -$2.26M -60,845 -4%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$51.4M +$132K +3,565 +0.3%
FT
82
Fiduciary Trust
Massachusetts
$51.1M -$3.74M -100,885 -7%
Stifel Financial
83
Stifel Financial
Missouri
$50.9M +$1.13M +30,620 +2%
MFG
84
Magnus Financial Group
New York
$49.9M +$540K +14,565 +1%
BPB
85
Badgley, Phelps & Bell
Washington
$49.7M +$702K +18,930 +1%
Charles Schwab
86
Charles Schwab
California
$47.3M -$43.1M -1,163,725 -48%
LRIA
87
Leonard Rickey Investment Advisors
Washington
$46.8M +$1.74M +46,980 +4%
LF
88
Lee Financial
Texas
$46.2M -$7.96M -214,800 -15%
MCM
89
MAI Capital Management
Ohio
$45.6M +$1.29M +34,895 +3%
PAG
90
Private Advisor Group
New Jersey
$44.6M -$4.24M -114,740 -9%
CCFCSB
91
Cape Cod Five Cents Savings Bank
Massachusetts
$44.4M -$3.38M -91,065 -7%
MAM
92
Madison Asset Management
Wisconsin
$44.3M +$366K +9,880 +0.8%
WT
93
Whittier Trust
California
$44.2M +$174K +4,685 +0.4%
PFM
94
Phillips Financial Management
Indiana
$43.9M -$483K -13,020 -1%
M&T Bank
95
M&T Bank
New York
$43.8M -$4.03M -108,805 -8%
AWM
96
Altium Wealth Management
New York
$43.8M +$1.37M +37,025 +3%
Bessemer Group
97
Bessemer Group
New Jersey
$43.6M +$1.07M +28,800 +3%
FWM
98
FFT Wealth Management
Pennsylvania
$43.5M -$24M -648,625 -36%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$42.2M – – –
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$41.8M -$159K -4,295 -0.4%
2 3
4
5 6