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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,577 hedge funds and large institutions have $38.5B invested in iShares Core S&P Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 552 increasing their positions, 593 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+185
Holders Change %
+13.29%
% of All Funds
27.98%
Holding in Top 10
273
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+15.68%
% of All Funds
4.84%
New
250
Increased
552
Reduced
593
Closed
41
Calls
$53.5M
Puts
$26.6M
Net Calls
+$26.9M
Net Calls Change
+$1.43M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$65M
2
LPL Financial
LPL Financial
California
+$64M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.4M
4
Millennium Management
Millennium Management
New York
+$54.4M
5
WANY
Wealthspire Advisors (New York)
New York
+$48.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$122M
2
HI
Horizon Investments
North Carolina
-$114M
3
HNB
Huntington National Bank
Ohio
-$94.5M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$91.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1026
Oak Asset Management
California
$676K +$1.15K +25 +0.2%
NFC
1027
Northeast Financial Consultants
Connecticut
$674K +$23.2K +505 +4%
TFGT
1028
TS Financial Group (TSFG)
Illinois
$671K +$184K +4,005 +38%
TCMP
1029
Thrive Capital Management (Pennsylvania)
Pennsylvania
$669K +$669K +14,550 New
CL
1030
CPWM LLC
Washington
$665K -$5.75K -125 -0.9%
TPW
1031
TL Private Wealth
Texas
$665K +$12.3K +250 +2%
LWANC
1032
Laurel Wealth Advisors (North Carolina)
North Carolina
$665K +$59.6K +1,295 +10%
PIMG
1033
Patriot Investment Management Group
Tennessee
$663K -$537K -11,695 -45%
SIS
1034
SVB Investment Services
Utah
$662K – – –
NSIM
1035
North Star Investment Management
Illinois
$660K – – –
GMA
1036
Goldstein Munger & Associates
California
$658K – – –
MLL
1037
Moody Lynn & Lieberson
Massachusetts
$656K -$20.5K -445 -3%
AIM
1038
Anchor Investment Management
South Carolina
$654K – – –
SMG
1039
Spectrum Management Group
Indiana
$648K -$87.3K -1,900 -12%
NFG
1040
NewFocus Financial Group
Washington
$644K +$11K +240 +2%
PWP
1041
Principle Wealth Partners
Connecticut
$641K +$271K +5,910 +73%
TLFA
1042
True Link Financial Advisors
California
$641K +$641K +13,940 New
EHC
1043
Everett Harris & Co
California
$639K -$21.6K -470 -3%
EGWAG
1044
Elwood & Goetz Wealth Advisory Group
Georgia
$638K +$28.2K +615 +5%
LWAC
1045
Laurel Wealth Advisors (California)
California
$633K -$309K -6,705 -33%
BI
1046
Ballast Inc
Kentucky
$633K -$8.73K -190 -1%
BRC
1047
BHF RG Capital
Arizona
$630K -$43K -935 -6%
AP
1048
Appleton Partners
Massachusetts
$630K -$9.2K -200 -1%
MAM
1049
MMA Asset Management
Pennsylvania
$630K +$630K +13,705 New
AIP
1050
Almanack Investment Partners
Pennsylvania
$629K -$3.91K -85 -0.6%
40 41
42
43 44