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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$195M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$187M
3
FIM
Freedom Investment Management
Connecticut
+$103M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$94.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$84.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$211M
2
Wells Fargo
Wells Fargo
California
-$165M
3
M&T Bank
M&T Bank
New York
-$66.3M
4
UBS AM
UBS AM
Illinois
-$55.4M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
1026
Essex Financial Services
Connecticut
$631K +$169K +4,110 +37%
NFG
1027
Nadler Financial Group
Illinois
$629K +$343K +8,335 +120%
JFG
1028
JMG Financial Group
Illinois
$620K +$126K +3,065 +26%
LWM
1029
Liberty Wealth Management
California
$620K +$229K +5,555 +58%
CG
1030
Caprock Group
Idaho
$615K -$38.3K -930 -6%
RWA
1031
Ropes Wealth Advisors
Massachusetts
$607K -$10.3K -250 -2%
GWS
1032
Glassman Wealth Services
Virginia
$607K – – –
SFG
1033
SevenBridge Financial Group
Pennsylvania
$607K +$93.3K +2,265 +18%
AL
1034
Aspiriant LLC
California
$605K -$602K -14,630 -50%
BI
1035
Ballast Inc
Kentucky
$601K -$617 -15 -0.1%
BCP
1036
Blue Chip Partners
Michigan
$599K +$344K +8,355 +135%
SIS
1037
SVB Investment Services
Utah
$599K +$599K +14,545 New
FFN
1038
Focus Financial Network
Minnesota
$597K +$15.6K +380 +3%
CAM
1039
Congress Asset Management
Massachusetts
$593K -$123K -2,980 -17%
ACP
1040
Aveo Capital Partners
Colorado
$592K -$43.3K -1,050 -7%
GMA
1041
Goldstein Munger & Associates
California
$590K – – –
GG
1042
GenWealth Group
New Jersey
$588K -$42K -1,020 -7%
JIC
1043
Joel Isaacson & Co
New York
$588K +$16.9K +410 +3%
PSF
1044
Pacific Sun Financial
California
$587K – – –
SC
1045
Scholtz & Company
Connecticut
$585K – – –
FA
1046
FMA Advisory
Pennsylvania
$574K +$2.06K +50 +0.4%
BS
1047
Boenning & Scattergood
Pennsylvania
$571K -$68K -1,650 -11%
TSS
1048
Two Sigma Securities
New York
$569K +$215K +5,215 +61%
APW
1049
Austin Private Wealth
Texas
$568K +$568K +13,805 New
Simplex Trading
1050
Simplex Trading
Illinois
$567K -$988K -24,000 -64%
40 41
42
43 44