IJH icon

iShares Core S&P Mid-Cap ETF

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1151
Perigon Wealth Management
California
-$558K -14,885 Closed
ZB
1152
Zions Bancorporation
Utah
-$507K -13,505 Closed
MG
1153
Mather Group
Illinois
-$416K -11,095 Closed
GKWIM
1154
Gerber Kawasaki Wealth & Investment Management
California
-$363K -9,680 Closed
LA
1155
Leonetti & Associates
Illinois
-$361K -9,620 Closed
AL
1156
Aspiriant LLC
California
-$346K -9,220 Closed
CC
1157
Cedar Capital
Illinois
-$343K -9,145 Closed
IIC
1158
Integrated Investment Consultants
Michigan
-$303K -8,080 Closed
JWS
1159
Juncture Wealth Strategies
Arizona
-$302K -8,050 Closed
CW
1160
CreativeOne Wealth
Kansas
-$302K -8,050 Closed
CSM
1161
CAMG Solamere Management
North Carolina
-$278K -7,440 Closed
WIC
1162
Woodmont Investment Counsel
Tennessee
-$260K -6,920 Closed
CIS
1163
Connors Investor Services
Pennsylvania
-$255K -6,810 Closed
BMO
1164
Beck Mack & Oliver
New York
-$242K -6,455 Closed
AWMG
1165
Alliance Wealth Management Group
New Jersey
-$234K -6,240 Closed
OA
1166
Opes Advisors
California
-$221K -5,885 Closed
ACM
1167
AlphaStar Capital Management
North Carolina
-$212K -5,655 Closed
SWA
1168
SFMG Wealth Advisors
Texas
-$211K -5,625 Closed
CRWM
1169
Castle Rock Wealth Management
California
-$204K -5,435 Closed
CIC
1170
Cornercap Investment Counsel
Georgia
-$201K -5,350 Closed
FCAG
1171
First Capital Advisors Group
New Jersey
-$190K -5,070 Closed
PS
1172
Portfolio Solutions
Michigan
-$107K -2,845 Closed
IFAM
1173
Institutional & Family Asset Management
Colorado
-$44K -1,160 Closed
WAS
1174
WESPAC Advisors SoCal
California
-$31K -850 Closed
SBL
1175
Sargent Bickham Lagudis
Colorado
-$15K -395 Closed