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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 %
BIAS
1176
Beacon Investment Advisory Services
New Jersey
$224K -$10.1K -350 -4%
VWA
1177
Visionary Wealth Advisors
Illinois
$223K -$8.51K -295 -4%
LAIC
1178
Lederer & Associates Investment Counsel
California
$223K – – –
MG
1179
Mather Group
Illinois
$223K +$12.8K +445 +6%
SDWMA
1180
Schneider Downs Wealth Management Advisors
Pennsylvania
$222K -$2.01K -70 -0.9%
WCG
1181
Weaver Consulting Group
California
$221K -$8.64K -300 -4%
DSN
1182
D. Scott Neal
Kentucky
$221K – – –
RWM
1183
Ritholtz Wealth Management
New York
$220K -$11.7M -405,730 -98%
MCM
1184
Maple Capital Management
Vermont
$220K -$36.8K -1,275 -14%
ECM
1185
Evergreen Capital Management
Washington
$218K -$5.04K -175 -2%
NFG
1186
NewFocus Financial Group
Washington
$218K +$12K +415 +6%
PO
1187
Private Ocean
California
$217K -$38.9K -1,355 -15%
KCPG
1188
Kavar Capital Partners Group
Kansas
$217K – – –
SRC
1189
Sage Rhino Capital
California
$217K +$217K +7,525 New
SWA
1190
SFMG Wealth Advisors
Texas
$216K -$36.8K -1,275 -15%
JG
1191
Jefferies Group
New York
$215K -$1.51M -52,595 -88%
HCM
1192
Hollencrest Capital Management
California
$215K -$115K -4,010 -35%
GKWIM
1193
Gerber Kawasaki Wealth & Investment Management
California
$215K -$81.7K -2,850 -28%
GDP
1194
Great Diamond Partners
Maine
$213K -$163K -5,660 -43%
W
1195
WealthStone
Ohio
$212K -$1.06M -36,890 -83%
EIA
1196
Eastover Investment Advisors
North Carolina
$212K +$212K +7,385 New
PIA
1197
Perennial Investment Advisors
California
$211K -$37.9K -1,320 -15%
EA
1198
Elm Advisors
California
$211K +$26.2K +910 +14%
RCM
1199
Radnor Capital Management
Pennsylvania
$210K – – –
SIC
1200
Salem Investment Counselors
North Carolina
$209K -$60.7K -2,115 -23%
46 47
48
49 50