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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 %
IA
1126
Insight Advisors
Pennsylvania
$603K -$11.4K -210 -2%
FA
1127
FMA Advisory
Pennsylvania
$600K +$12.2K +235 +2%
WDG
1128
Wealth Dimensions Group
Ohio
$599K +$278K +5,335 +86%
MCM
1129
Mitchell Capital Management
Kansas
$598K +$7.02K +135 +1%
CANC
1130
Culbertson A N & Co
Virginia
$597K – – –
PWA
1131
Peterson Wealth Advisors
Utah
$596K -$4.42K -85 -0.7%
ST
1132
Somerset Trust
Pennsylvania
$595K +$18.2K +350 +3%
Kayne Anderson Rudnick Investment Management
1133
Kayne Anderson Rudnick Investment Management
California
$594K +$68.7K +1,320 +13%
UFA
1134
US Financial Advisors
Massachusetts
$594K +$353K +6,780 +146%
APW
1135
Austin Private Wealth
Texas
$592K -$2.08K -40 -0.4%
WFA
1136
Wells Financial Advisors
Massachusetts
$589K -$3.08M -59,195 -84%
FFA
1137
Founders Financial Alliance
North Carolina
$589K -$14.9K -275 -2%
CIA
1138
Choate Investment Advisors
Massachusetts
$588K +$109K +2,100 +23%
BIAS
1139
Beacon Investment Advisory Services
New Jersey
$587K -$29.1K -560 -5%
FC
1140
Fulcrum Capital
Washington
$587K -$6.25K -120 -1%
EWM
1141
Echo Wealth Management
Minnesota
$586K -$93.4K -1,795 -14%
JFG
1142
JMG Financial Group
Illinois
$584K – – –
RSS
1143
Rosenblum Silverman Sutton
California
$582K +$103K +1,985 +22%
TWM
1144
Titus Wealth Management
California
$574K +$2.08K +40 +0.4%
MWM
1145
Merriman Wealth Management
Washington
$572K +$157K +3,020 +38%
WPC
1146
Waters Parkerson & Co
Louisiana
$569K +$42.4K +815 +8%
PP
1147
Patten & Patten
Tennessee
$567K -$39.1K -750 -6%
LPIC
1148
LeJeune Puetz Investment Counsel
Michigan
$567K – – –
TW
1149
TrinityPoint Wealth
Connecticut
$565K – – –
SS
1150
Sunbelt Securities
Texas
$565K +$14.1K +270 +3%
44 45
46
47 48