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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 %
TCMP
1101
Thrive Capital Management (Pennsylvania)
Pennsylvania
$634K -$123K -2,370 -16%
Luther King Capital Management (LKCM)
1102
Luther King Capital Management (LKCM)
Texas
$633K -$559K – –
BWM
1103
Birchcreek Wealth Management
Ohio
$632K -$25.8K -495 -4%
HWMA
1104
Heritage Wealth Management (Arizona)
Arizona
$631K +$631K +12,125 New
HC
1105
Hoese & Co
Minnesota
$631K +$631K +12,125 New
TIM
1106
Tortoise Investment Management
New York
$628K – – –
SCA
1107
Sage Capital Advisors
South Dakota
$628K +$37K +710 +6%
HT
1108
Heritage Trust
Oklahoma
$621K – – –
ECM
1109
EagleClaw Capital Management
Massachusetts
$620K -$2.08K -40 -0.3%
ZF
1110
Zhang Financial
Michigan
$619K – – –
HFS
1111
Howard Financial Services
Texas
$617K +$617K +11,855 New
GJIC
1112
Gamble Jones Investment Counsel
California
$615K -$58.6K -1,125 -9%
HCIA
1113
Hochman Cole Investment Advisors
Illinois
$615K +$30.7K +590 +5%
HWM
1114
Howard Wealth Management
Connecticut
$611K – – –
CCA
1115
Conservest Capital Advisors
Pennsylvania
$610K +$1.56K +30 +0.3%
RI
1116
Ridgewood Investments
New Jersey
$610K +$274K +5,255 +81%
OCG
1117
Opus Capital Group
Ohio
$609K -$7.55K -145 -1%
HWA
1118
HHM Wealth Advisors
Tennessee
$609K +$34.8K +670 +6%
MCM
1119
McRae Capital Management
New Jersey
$608K -$239K -4,595 -28%
CWM
1120
Calamos Wealth Management
Illinois
$608K +$25.8K +495 +4%
LFF
1121
Level Four Financial
Texas
$607K -$215K -4,125 -26%
SIC
1122
Salem Investment Counselors
North Carolina
$606K +$36.9K +710 +6%
AAM
1123
Autus Asset Management
Arizona
$605K -$27.6K -530 -4%
CAM
1124
Congress Asset Management
Massachusetts
$604K – – –
FSA
1125
Fort Sheridan Advisors
Illinois
$604K +$604K +11,605 New
43 44
45
46 47