IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$151M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
3
LPL Financial
LPL Financial
California
+$94.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
5
Mariner
Mariner
Kansas
+$50.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.82B
2
RJA
Raymond James & Associates
Florida
-$350M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$224M
4
Wells Fargo
Wells Fargo
California
-$163M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1026
Abbrea Capital
California
$881K – – –
SFA
1027
Source Financial Advisors
New York
$879K +$81.5K +1,550 +10%
DACG
1028
Donor Advised Charitable Giving
California
$875K -$284K -5,395 -25%
MAS
1029
Madden Advisory Services
Florida
$874K -$11.8K -225 -1%
CCA
1030
Clearwater Capital Advisors
Illinois
$870K -$1.58K -30 -0.2%
RB
1031
Renasant Bank
Mississippi
$867K +$5K +95 +0.6%
TWM
1032
Titus Wealth Management
California
$859K +$289K +5,505 +51%
WJWM
1033
Williams Jones Wealth Management
New York
$844K -$84.4K -1,605 -9%
MAM
1034
Meeder Asset Management
Ohio
$841K +$7.37K +140 +0.9%
JWCA
1035
J.W. Coons Advisors
Ohio
$840K +$149K +2,830 +22%
MSCM
1036
McElhenny Sheffield Capital Management
Texas
$838K +$838K +15,930 New
VAS
1037
Vestmark Advisory Solutions
Massachusetts
$837K -$5K -95 -0.6%
SCP
1038
Syntal Capital Partners
Texas
$828K +$828K +15,750 New
NFC
1039
Northeast Financial Consultants
Connecticut
$824K +$263 +5 +0%
MAM
1040
MMA Asset Management
Pennsylvania
$823K +$63.7K +1,210 +8%
OPWM
1041
Oakwell Private Wealth Management
Texas
$818K – – –
RSWM
1042
Robertson Stephens Wealth Management
California
$815K +$23.9K +455 +3%
ACM
1043
Advisors Capital Management
New Jersey
$808K +$212K +4,035 +36%
CL
1044
CPWM LLC
Washington
$805K +$2.37K +45 +0.3%
SHA
1045
Seneca House Advisors
Virginia
$796K +$74.5K +1,415 +10%
JCM
1046
Jacobi Capital Management
Pennsylvania
$796K +$616K +11,710 +342%
TNBTD
1047
Trustmark National Bank Trust Department
Mississippi
$792K +$137K +2,610 +21%
BWG
1048
Beta Wealth Group
California
$789K +$35.8K +680 +5%
NSIM
1049
North Star Investment Management
Illinois
$788K +$21K +400 +3%
FA
1050
Fiducient Advisors
Illinois
$786K -$10.3K -195 -1%
40 41
42
43 44