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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 %
AFP
1101
Ausdal Financial Partners
Iowa
$686K +$188K +3,580 +38%
CS
1102
Credit Suisse
Switzerland
$684K -$286K -5,440 -30%
BWM
1103
Birchcreek Wealth Management
Ohio
$672K +$9.74K +185 +1%
FSA
1104
Fort Sheridan Advisors
Illinois
$670K +$15.5K +295 +2%
JIC
1105
Joel Isaacson & Co
New York
$669K – – –
AIA
1106
Armor Investment Advisors
North Carolina
$663K -$15.3K -290 -2%
OAM
1107
Oak Asset Management
California
$662K -$111K -2,015 -14%
NEWAS
1108
N.E.W. Advisory Services
Wisconsin
$660K -$113K -2,150 -15%
APW
1109
Austin Private Wealth
Texas
$657K – – –
HCM
1110
Howland Capital Management
Massachusetts
$656K – – –
KF
1111
Krilogy Financial
Missouri
$655K +$265K +5,030 +68%
MCM
1112
McRae Capital Management
New Jersey
$651K +$13.2K +250 +2%
RG
1113
Retirement Group
California
$648K -$10.5K -200 -2%
GPC
1114
Garrison Point Capital
California
$646K – – –
BOPW
1115
Brandywine Oak Private Wealth
Pennsylvania
$643K +$13.7K +260 +2%
CWM
1116
Calamos Wealth Management
Illinois
$642K +$27.9K +530 +5%
RFN
1117
RDA Financial Network
Iowa
$641K -$66.3K -1,260 -9%
HWM
1118
Howard Wealth Management
Connecticut
$640K – – –
SS
1119
Sunbelt Securities
Texas
$638K – – –
SCA
1120
Sage Capital Advisors
South Dakota
$638K – – –
HC
1121
Hoese & Co
Minnesota
$638K – – –
FC
1122
Fulcrum Capital
Washington
$636K +$42.4K +805 +7%
TIM
1123
Tortoise Investment Management
New York
$635K – – –
FPCG
1124
Fort Pitt Capital Group
Pennsylvania
$634K -$173K -3,295 -21%
OPWM
1125
Oxinas Partners Wealth Management
Indiana
$633K -$5.78K -110 -0.9%
43 44
45
46 47