IJH icon

iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1201
Maltin Wealth Management
New Jersey
$228K +$228K +6,410 New
BCI
1202
Brinker Capital Investments
Pennsylvania
$228K +$228K +6,410 New
CQS
1203
Credential Qtrade Securities
$227K +$102K +2,875 +82%
FIM
1204
Freedom Investment Management
Connecticut
$227K -$99.8M -2,803,265 -100%
CPA
1205
Capital Planning Advisors
California
$227K -$3.45M -96,840 -94%
SWM
1206
Sugarloaf Wealth Management
Georgia
$225K -$113K -3,170 -33%
AWM
1207
Atticus Wealth Management
Florida
$222K -$2.66M -74,925 -92%
IWA
1208
Intercontinental Wealth Advisors
Texas
$222K +$222K +6,250 New
GDP
1209
Great Diamond Partners
Maine
$221K -$42.3K -1,190 -16%
PD
1210
Planning Directions
Pennsylvania
$220K +$220K +6,195 New
PFG
1211
PAX Financial Group
Texas
$219K -$13.5K -380 -6%
CWC
1212
Carolinas Wealth Consulting
North Carolina
$218K +$534 +15 +0.2%
CCT
1213
Capital City Trust
Florida
$216K -$540K -15,175 -71%
EWP
1214
Engrave Wealth Partners
Texas
$216K
MFP
1215
Meridian Financial Partners
Virginia
$216K +$216K +6,090 New
Toronto Dominion Bank
1216
Toronto Dominion Bank
Ontario, Canada
$214K
HFA
1217
Hoover Financial Advisors
Pennsylvania
$213K +$213K +5,980 New
RW
1218
REDW Wealth
New Mexico
$213K +$213K +5,995 New
DWM
1219
Doyle Wealth Management
Florida
$212K -$267K -7,520 -56%
APW
1220
Aurora Private Wealth
New Jersey
$212K -$95.5K -2,690 -31%
TL
1221
TrueWealth LLC
Georgia
$210K
SCM
1222
Schnieders Capital Management
California
$210K +$210K +5,900 New
JC
1223
Jentner Corp
Ohio
$210K +$210K +5,900 New
KFP
1224
KMG Fiduciary Partners
Ohio
$209K +$209K +5,885 New
SBL
1225
Sargent Bickham Lagudis
Colorado
$208K +$178 +5 +0.1%