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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 %
FFN
1101
Focus Financial Network
Minnesota
$529K -$22.3K -485 -4%
CANC
1102
Culbertson A N & Co
Virginia
$527K – – –
TW
1103
TrinityPoint Wealth
Connecticut
$526K +$30.3K +625 +6%
FC
1104
Fulcrum Capital
Washington
$524K -$79.6K -1,730 -13%
APW
1105
Austin Private Wealth
Texas
$524K – – –
MCM
1106
Mitchell Capital Management
Kansas
$522K -$62.5K -1,360 -11%
RSWM
1107
Robertson Stephens Wealth Management
California
$521K -$23.2K -505 -4%
IA
1108
Insight Advisors
Pennsylvania
$520K +$520K +11,305 New
FA
1109
FMA Advisory
Pennsylvania
$519K -$10.3K -225 -2%
HCIA
1110
Hochman Cole Investment Advisors
Illinois
$516K – – –
FFA
1111
Founders Financial Alliance
North Carolina
$515K -$152K -3,290 -23%
JFG
1112
JMG Financial Group
Illinois
$515K +$50.1K +1,090 +11%
CWM
1113
Calamos Wealth Management
Illinois
$514K -$218K -4,740 -30%
CWC
1114
Carolinas Wealth Consulting
North Carolina
$512K +$230K +4,995 +81%
ST
1115
Somerset Trust
Pennsylvania
$510K -$16.1K -350 -3%
SWM
1116
SigFig Wealth Management
California
$509K +$159K +3,455 +45%
Fisher Asset Management
1117
Fisher Asset Management
Washington
$508K +$508K +11,055 New
HWA
1118
HHM Wealth Advisors
Tennessee
$507K +$178K +3,885 +54%
FA
1119
FDx Advisors
Illinois
$505K -$80.2K -1,745 -14%
TWM
1120
Titus Wealth Management
California
$505K +$7.35K +160 +1%
TNBTD
1121
Trustmark National Bank Trust Department
Mississippi
$504K -$13.8K -300 -3%
SIC
1122
Salem Investment Counselors
North Carolina
$503K +$257K +5,590 +104%
LPIC
1123
LeJeune Puetz Investment Counsel
Michigan
$501K – – –
IA
1124
IFG Advisors
Missouri
$501K +$56.3K +1,225 +13%
PFBT
1125
Parkside Financial Bank & Trust
Missouri
$500K -$75.9K -1,650 -13%
43 44
45
46 47