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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
1151
Bank OZK
Arkansas
$247K -$5.75K -200 -2%
GIA
1152
Guyasuta Investment Advisors
Pennsylvania
$247K -$5.04K -175 -2%
WC
1153
Waterloo Capital
Texas
$246K +$246K +8,550 New
NWP
1154
Northstar Wealth Partners
Connecticut
$244K -$4.89K -170 -2%
NCM
1155
Noesis Capital Mangement
Florida
$244K – – –
BAM
1156
Barrett Asset Management
New York
$243K -$41.7K -1,450 -15%
FEG
1157
Fund Evaluation Group
Ohio
$243K +$243K +8,455 New
HFAS
1158
Hummer Financial Advisory Services
Illinois
$243K +$243K +8,460 New
SYBT
1159
Stock Yards Bank & Trust
Kentucky
$242K – – –
MIC
1160
Meridian Investment Counsel
California
$242K – – –
SWAG
1161
Spectrum Wealth Advisory Group
California
$241K -$14.3K -495 -6%
LIA
1162
LS Investment Advisors
Michigan
$238K -$21.5K -750 -8%
EWM
1163
Empirical Wealth Management
Washington
$238K +$26.2K +910 +12%
KFI
1164
Key Financial Inc
Pennsylvania
$236K – – –
BWM
1165
Baystate Wealth Management
Massachusetts
$235K -$28.9K -1,005 -11%
JPG
1166
Jordan Park Group
California
$234K – – –
CWM
1167
Confluence Wealth Management
Oregon
$231K -$15.4K -535 -6%
ATFA
1168
All Terrain Financial Advisors
Minnesota
$231K -$1.15K -40 -0.5%
AFC
1169
Adaptive Financial Consulting
Ohio
$230K +$19.8K +690 +9%
RM
1170
Resource Management
Louisiana
$229K – – –
IIA
1171
IPG Investment Advisors
California
$229K +$13.5K +470 +6%
EW
1172
Evoke Wealth
California
$228K +$228K +7,935 New
MIAS
1173
Mason Investment Advisory Services
Virginia
$228K – – –
CCA
1174
Column Capital Advisors
Indiana
$227K -$10.1K -350 -4%
CAM
1175
Carret Asset Management
New York
$226K +$72K +2,500 +47%
45 46
47
48 49