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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 %
SRC
1126
Sage Rhino Capital
California
$311K – – –
GWM
1127
Gray Wealth Management
Maine
$310K +$371 +10 +0.1%
AFAS
1128
Acorn Financial Advisory Services
Virginia
$309K +$185 +5 +0.1%
CQS
1129
Credential Qtrade Securities
$307K +$70.4K +1,900 +30%
BCA
1130
Bay Colony Advisors
Massachusetts
$307K +$10.6K +285 +4%
HFS
1131
Haverford Financial Services
Pennsylvania
$307K +$53.8K +1,450 +21%
CAM
1132
Carret Asset Management
New York
$306K +$11.1K +300 +4%
PGIM
1133
Pacific Global Investment Management
California
$306K +$306K +8,250 New
MIM
1134
Macroview Investment Management
Maryland
$305K +$26.4K +710 +9%
JPG
1135
Jordan Park Group
California
$302K – – –
PWP
1136
Principle Wealth Partners
Connecticut
$298K -$46.3K -1,250 -13%
LIA
1137
LS Investment Advisors
Michigan
$298K -$9.27K -250 -3%
ACI
1138
Alpha Cubed Investments
California
$297K -$16.7K -450 -5%
AGA
1139
Arkos Global Advisors
Texas
$295K -$75K -2,025 -20%
IWP
1140
IAG Wealth Partners
Wisconsin
$295K -$38.3K -1,030 -11%
HCM
1141
Hollencrest Capital Management
California
$295K +$18.5K +500 +7%
MIAS
1142
Mason Investment Advisory Services
Virginia
$294K – – –
ECM
1143
Evergreen Capital Management
Washington
$294K -$5.38K -145 -2%
HCA
1144
Heck Capital Advisors
Wisconsin
$292K -$40.6K -1,095 -12%
BWM
1145
Baystate Wealth Management
Massachusetts
$290K -$4.08K -110 -1%
WAOI
1146
Wealth Advisors of Iowa
Iowa
$289K -$1.56M -155,795 -84%
BIAS
1147
Beacon Investment Advisory Services
New Jersey
$289K – – –
NPP
1148
New Potomac Partners
Maryland
$288K +$109K +2,950 +61%
LAIC
1149
Lederer & Associates Investment Counsel
California
$287K – – –
LSPW
1150
Lake Street Private Wealth
Illinois
$286K +$4.08K +110 +1%
44 45
46
47 48