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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 %
ZCM
1026
Ziegler Capital Management
Illinois
$382K +$382K +13,285 New
PP
1027
Patten & Patten
Tennessee
$378K -$12.8K -445 -3%
TIM
1028
Tortoise Investment Management
New York
$377K – – –
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$376K +$38.7K +1,345 +11%
DSAM
1030
Dock Street Asset Management
Florida
$373K -$1.11M -38,525 -75%
GJIC
1031
Gamble Jones Investment Counsel
California
$372K -$75.9K -2,640 -17%
B
1032
Brightworth
Georgia
$372K – – –
M
1033
MOTCO
Texas
$371K +$5.33K +185 +1%
Schroder Investment Management Group
1034
Schroder Investment Management Group
United Kingdom
$370K +$43.3K +1,500 +13%
GG
1035
GenWealth Group
New Jersey
$369K -$41.8K -1,455 -10%
CANC
1036
Culbertson A N & Co
Virginia
$368K -$17.3K -600 -4%
HCM
1037
Howland Capital Management
Massachusetts
$367K – – –
TW
1038
TrinityPoint Wealth
Connecticut
$366K -$100K -3,475 -21%
GCA
1039
Greenwood Capital Associates
South Carolina
$365K -$15.8K -550 -4%
HCIA
1040
Hochman Cole Investment Advisors
Illinois
$363K +$22.4K +780 +7%
GCM
1041
Gibraltar Capital Management
Oklahoma
$361K -$4.18K -145 -1%
OCG
1042
Opus Capital Group
Ohio
$359K -$4.31K -150 -1%
SCA
1043
Sage Capital Advisors
South Dakota
$358K +$144 +5 +0%
ACP
1044
Aveo Capital Partners
Colorado
$354K -$59.2K -2,060 -14%
FA
1045
FMA Advisory
Pennsylvania
$354K -$47.1K -1,635 -12%
SAM
1046
SP Asset Management
California
$352K +$144 +5 +0%
DACG
1047
Donor Advised Charitable Giving
California
$350K -$6.77K -235 -2%
Luther King Capital Management (LKCM)
1048
Luther King Capital Management (LKCM)
Texas
$350K -$1.46M – –
CWM
1049
Circle Wealth Management
New Jersey
$346K +$346K +12,035 New
ACI
1050
Alpha Cubed Investments
California
$345K -$42.3K -1,470 -11%
40 41
42
43 44