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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$151M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
3
LPL Financial
LPL Financial
California
+$94.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
5
Mariner
Mariner
Kansas
+$50.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.82B
2
RJA
Raymond James & Associates
Florida
-$350M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$224M
4
Wells Fargo
Wells Fargo
California
-$163M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1151
Brightworth
Georgia
$599K +$175K +3,325 +41%
OCG
1152
Opus Capital Group
Ohio
$598K +$1.84K +35 +0.3%
BG
1153
Benedetti & Gucer
Georgia
$597K -$209K -3,980 -26%
HIIFS
1154
Harel Insurance Investments & Financial Services
Israel
$589K -$34.6K -650 -6%
BS
1155
Boenning & Scattergood
Pennsylvania
$588K +$58.9K +1,120 +11%
HT
1156
Heritage Trust
Oklahoma
$587K -$40.8K -775 -6%
MCM
1157
Mitchell Capital Management
Kansas
$587K -$4.21K -80 -0.7%
WCFA
1158
Walkner Condon Financial Advisors
Wisconsin
$587K +$164K +3,115 +39%
GJIC
1159
Gamble Jones Investment Counsel
California
$581K – – –
F
1160
F3Logic
Minnesota
$580K -$142K -2,685 -20%
IRAG
1161
Investment Research & Advisory Group
Georgia
$575K +$273K +5,160 +91%
LPIC
1162
LeJeune Puetz Investment Counsel
Michigan
$573K – – –
MAM
1163
Marquette Asset Management
Minnesota
$570K – – –
MCM
1164
Maple Capital Management
Vermont
$567K -$9.2K -175 -2%
CAM
1165
Concorde Asset Management
Michigan
$563K -$22.1K -420 -4%
BAM
1166
Belpointe Asset Management
Nevada
$563K +$5.53K +105 +1%
RSS
1167
Rosenblum Silverman Sutton
California
$562K – – –
PP
1168
Patten & Patten
Tennessee
$560K -$13.2K -250 -2%
LDB
1169
Lee, Danner & Bass
Tennessee
$560K +$79K +1,500 +16%
MSFS
1170
Main Street Financial Solutions
Pennsylvania
$557K +$22.9K +435 +4%
GIA
1171
Guyasuta Investment Advisors
Pennsylvania
$557K +$79.7K +1,515 +17%
BBA
1172
BLB&B Advisors
Pennsylvania
$556K +$167K +3,180 +43%
PL
1173
Plancorp LLC
Missouri
$554K +$16.6K +315 +3%
BFA
1174
Bragg Financial Advisors
North Carolina
$553K -$1.32K -25 -0.2%
PAM
1175
Peak Asset Management
Colorado
$553K +$18.9K +360 +4%
45 46
47
48 49