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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$336M
2
USAA
United Services Automobile Association
Texas
+$333M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$234M
4
HNB
Huntington National Bank
Ohio
+$135M
5
SW
SVB Wealth
Massachusetts
+$120M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$455M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$338M
3
Osaic Holdings
Osaic Holdings
Arizona
-$187M
4
Wells Fargo
Wells Fargo
California
-$164M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
1201
180 Wealth Advisors
Washington
$516K -$28.5K -525 -5%
OCM
1202
One Capital Management
California
$515K +$52.9K +985 +11%
FLI
1203
Family Legacy Inc
South Carolina
$511K +$22.5K +425 +5%
DI
1204
DAGCO Inc
Ohio
$509K -$6.72K -125 -1%
MCM
1205
Murphy Capital Management
New Jersey
$509K +$509K +9,480 New
EWM
1206
Echo Wealth Management
Minnesota
$508K -$86.9K -1,645 -15%
AFP
1207
Ausdal Financial Partners
Iowa
$508K +$69.5K +1,295 +16%
BAM
1208
Barrett Asset Management
New York
$504K – – –
SAM
1209
SP Asset Management
California
$504K +$796 +15 +0.2%
ClearBridge Investments
1210
ClearBridge Investments
New York
$502K – – –
AA
1211
Ashford Advisors
New York
$500K – – –
FBC
1212
Fairfield, Bush & Co
Connecticut
$500K +$250K +4,725 +100%
CWM
1213
Concentric Wealth Management
California
$495K – – –
GWM
1214
Greenwich Wealth Management
Connecticut
$494K +$494K +9,200 New
DTC
1215
Davidson Trust Company
Washington
$492K – – –
LDB
1216
Lee, Danner & Bass
Tennessee
$491K – – –
DP
1217
Dearborn Partners
Illinois
$491K +$538 +10 +0.1%
IDA
1218
Intelligence Driven Advisers
California
$491K +$14.3K +265 +3%
SEP
1219
Southland Equity Partners
Missouri
$490K -$33.9K -630 -6%
GIA
1220
Guyasuta Investment Advisors
Pennsylvania
$488K – – –
IAS
1221
IMA Advisory Services
Colorado
$483K -$5.64K -105 -1%
PP
1222
Prosperity Planning
Missouri
$481K -$1.88K -35 -0.4%
FHC
1223
First Heartland Consultants
Missouri
$481K +$62.9K +1,170 +15%
BTWM
1224
Baker Tilly Wealth Management
Wisconsin
$480K – – –
WA
1225
Wealth Architects
California
$480K +$480K +8,925 New
47 48
49
50 51