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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M

Top Buyers

1
AA
Acorns Advisers
California
+$200M
2
HI
Horizon Investments
North Carolina
+$52.4M
3
PI
PFS Investments
Georgia
+$50.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
+$41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$99.5M
2
Wells Fargo
Wells Fargo
California
-$91.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$84.4M
4
GSWM
Golden State Wealth Management
California
-$73.3M
5
Ameriprise
Ameriprise
Minnesota
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
1101
Financial Architects (New Jersey)
New Jersey
$336K – – –
GIA
1102
Guyasuta Investment Advisors
Pennsylvania
$336K +$18.5K +500 +6%
SC
1103
SouthState Corp
Florida
$335K -$81.4K -2,195 -20%
SHA
1104
Seneca House Advisors
Virginia
$335K -$6.12K -165 -2%
RCM
1105
Radnor Capital Management
Pennsylvania
$334K +$63.1K +1,700 +23%
LC
1106
Lincoln Capital
Nebraska
$334K +$121K +3,250 +57%
AFP
1107
Ausdal Financial Partners
Iowa
$333K +$46.7K +1,260 +16%
CWM
1108
Confluence Wealth Management
Oregon
$331K +$38.1K +985 +13%
AWMG
1109
Alliance Wealth Management Group
New Jersey
$328K +$60.2K +1,600 +22%
SFP
1110
Strategic Financial Partners
Oregon
$327K -$40.4K -1,090 -11%
BAM
1111
Barrett Asset Management
New York
$325K – – –
CA
1112
CapWealth Advisors
Tennessee
$325K – – –
HFAS
1113
Hummer Financial Advisory Services
Illinois
$323K +$9.27K +250 +3%
GSAM
1114
Grant Street Asset Management
Pennsylvania
$322K -$20.7K -560 -6%
AFC
1115
Adaptive Financial Consulting
Ohio
$321K +$19.3K +520 +6%
OMC
1116
Old Mission Capital
Illinois
$320K +$320K +8,635 New
FCH
1117
Freestone Capital Holdings
Washington
$319K -$66.1K -1,785 -17%
S
1118
SignatureFD
Georgia
$319K +$25.2K +680 +9%
MWM
1119
Meridian Wealth Management
Kentucky
$318K -$376K -10,145 -54%
ACM
1120
Allred Capital Management
Texas
$317K -$13.9K -375 -4%
MIC
1121
Meridian Investment Counsel
California
$317K +$6.11K +165 +2%
NCM
1122
Noesis Capital Mangement
Florida
$314K – – –
SAM
1123
Summit Asset Management
Tennessee
$311K -$34.7K -935 -10%
RCA
1124
Rowland Carmichael Advisors
Arizona
$311K -$16.1K -435 -5%
FHC
1125
First Heartland Consultants
Missouri
$311K -$13.4K -360 -4%
43 44
45
46 47