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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 %
MLL
1051
Moody Lynn & Lieberson
Massachusetts
$759K +$16.4K +315 +2%
BWG
1052
Beta Wealth Group
California
$758K +$758K +14,570 New
CL
1053
CPWM LLC
Washington
$755K +$2.08K +40 +0.3%
MAM
1054
MMA Asset Management
Pennsylvania
$749K +$35.2K +675 +5%
BMWM
1055
Brown Miller Wealth Management
Virginia
$748K -$20.3K -390 -3%
NSIM
1056
North Star Investment Management
Illinois
$747K – – –
GMA
1057
Goldstein Munger & Associates
California
$746K – – –
WCWM
1058
Willow Creek Wealth Management
California
$746K +$75.7K +1,455 +11%
LWANC
1059
Laurel Wealth Advisors (North Carolina)
North Carolina
$744K -$8.32K -160 -1%
S
1060
SignatureFD
Georgia
$744K +$283K +5,435 +61%
AIM
1061
Anchor Investment Management
South Carolina
$741K – – –
SAM
1062
Seelaus Asset Management
New Jersey
$733K -$146K -2,795 -17%
CCM
1063
Covington Capital Management
California
$731K -$104K -2,000 -12%
IA
1064
IFG Advisors
Missouri
$727K +$159K +3,050 +28%
SDWMA
1065
Schneider Downs Wealth Management Advisors
Pennsylvania
$726K +$325K +6,240 +81%
KCM
1066
Karp Capital Management
California
$716K +$290K +5,565 +68%
SIS
1067
SVB Investment Services
Utah
$714K – – –
FPGK
1068
Financial Partners Group (Kansas)
Kansas
$713K -$83.6K -1,605 -10%
SWM
1069
SeaCrest Wealth Management
New York
$708K +$1.82K +35 +0.3%
PPP
1070
Private Portfolio Partners
New Jersey
$704K +$103K +1,980 +17%
NFG
1071
Nadler Financial Group
Illinois
$703K -$105K -2,025 -13%
JIC
1072
Joel Isaacson & Co
New York
$703K – – –
TH
1073
TCTC Holdings
Texas
$701K -$130K -2,500 -16%
EHC
1074
Everett Harris & Co
California
$701K -$21.8K -420 -3%
BI
1075
Ballast Inc
Kentucky
$701K -$15.9K -305 -2%
41 42
43
44 45