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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$336M
2
USAA
United Services Automobile Association
Texas
+$333M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$234M
4
HNB
Huntington National Bank
Ohio
+$135M
5
SW
SVB Wealth
Massachusetts
+$120M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$455M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$338M
3
Osaic Holdings
Osaic Holdings
Arizona
-$187M
4
Wells Fargo
Wells Fargo
California
-$164M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1126
Choate Investment Advisors
Massachusetts
$645K +$37.6K +700 +6%
EHC
1127
Everett Harris & Co
California
$644K -$80.7K -1,500 -11%
LFF
1128
Level Four Financial
Texas
$643K +$16.1K +300 +3%
BOPW
1129
Brandywine Oak Private Wealth
Pennsylvania
$642K +$642K +11,960 New
ECM
1130
EagleClaw Capital Management
Massachusetts
$641K – – –
HT
1131
Heritage Trust
Oklahoma
$640K – – –
ZF
1132
Zhang Financial
Michigan
$639K – – –
SS
1133
Sunbelt Securities
Texas
$638K +$71.5K +1,370 +13%
HFS
1134
Howard Financial Services
Texas
$637K – – –
WDG
1135
Wealth Dimensions Group
Ohio
$636K +$17.5K +325 +3%
ST
1136
Somerset Trust
Pennsylvania
$636K +$21.5K +400 +3%
CCA
1137
Conservest Capital Advisors
Pennsylvania
$632K +$1.88K +35 +0.3%
HCIA
1138
Hochman Cole Investment Advisors
Illinois
$630K -$5.38K -100 -0.8%
RI
1139
Ridgewood Investments
New Jersey
$630K – – –
CWM
1140
Calamos Wealth Management
Illinois
$627K – – –
CA
1141
Continuum Advisory
Idaho
$620K +$215K +4,005 +53%
NCM
1142
Narwhal Capital Management
Georgia
$620K +$620K +11,545 New
HWA
1143
HHM Wealth Advisors
Tennessee
$619K -$10.5K -195 -2%
CANC
1144
Culbertson A N & Co
Virginia
$616K – – –
ESB
1145
Essex Savings Bank
Connecticut
$616K – – –
FCFC
1146
First Commonwealth Financial Corp
Pennsylvania
$615K -$43K -800 -7%
PWA
1147
Peterson Wealth Advisors
Utah
$615K – – –
OCG
1148
Opus Capital Group
Ohio
$609K -$19.9K -370 -3%
GWM
1149
GSB Wealth Management
Connecticut
$608K +$25.8K +480 +4%
ACM
1150
Advisors Capital Management
New Jersey
$608K +$30.1K +560 +5%
44 45
46
47 48