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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$349M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$240M
3
Osaic Holdings
Osaic Holdings
Arizona
+$179M
4
BlackRock
BlackRock
New York
+$123M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$118M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$561M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$127M
3
HNB
Huntington National Bank
Ohio
-$113M
4
GHA
GW Henssler & Associates
Georgia
-$70.5M
5
PI
PFS Investments
Georgia
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1026
Sovereign Investment Advisors
Arizona
$845K – – –
GWS
1027
Glassman Wealth Services
Virginia
$843K +$521 +10 +0.1%
RB
1028
Renasant Bank
Mississippi
$843K +$73.7K +1,415 +10%
MAS
1029
Madden Advisory Services
Florida
$841K -$12.8K -245 -1%
CA
1030
Claro Advisors
Massachusetts
$840K -$259K -4,980 -24%
HS
1031
Horan Securities
United States
$832K +$203K +3,905 +32%
CWC
1032
Carolinas Wealth Consulting
North Carolina
$830K +$250K +4,810 +43%
CWS
1033
Cypress Wealth Services
California
$827K +$185K +3,550 +29%
BG
1034
Benedetti & Gucer
Georgia
$827K +$827K +15,900 New
OPWM
1035
Oakwell Private Wealth Management
Texas
$815K +$41.7K +800 +5%
FC
1036
Financial Consulate
Maryland
$812K -$37K -710 -4%
APP
1037
Avantax Planning Partners
Iowa
$808K – – –
FPWM
1038
FSB Premier Wealth Management
Iowa
$807K -$949K -18,240 -54%
EGWAG
1039
Elwood & Goetz Wealth Advisory Group
Georgia
$803K +$79.9K +1,535 +11%
VAS
1040
Vestmark Advisory Solutions
Massachusetts
$802K -$142K -2,720 -15%
NFC
1041
Northeast Financial Consultants
Connecticut
$795K +$31.2K +600 +4%
CFA
1042
CWS Financial Advisors
Michigan
$793K – – –
SFSIG
1043
San Francisco Sentry Investment Group
California
$791K -$40.1K -770 -5%
CPSC
1044
Carl P. Sherr & Co
Massachusetts
$791K -$6.51K -125 -0.8%
DIA
1045
Dana Investment Advisors
Wisconsin
$790K +$790K +15,175 New
RFN
1046
RDA Financial Network
Iowa
$783K -$47.6K -915 -6%
GPA
1047
Garrison Point Advisors
California
$783K -$26K -500 -3%
CMP
1048
Courage Miller Partners
Virginia
$777K -$32.5K -625 -4%
SHJ
1049
Sharkey, Howes & Javer
Colorado
$772K -$17.2K -330 -2%
TNB
1050
Thomasville National Bank
Georgia
$767K +$324K +11,250 +73%
40 41
42
43 44