IJH icon

iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1201
Maltin Wealth Management
New Jersey
$510K +$1.58K +30 +0.3%
FPWM
1202
FSB Premier Wealth Management
Iowa
$509K -$79.4K -1,510 -13%
NCM
1203
Noesis Capital Mangement
Florida
$508K -$13.2K -250 -3%
CT
1204
Columbia Trust
Oregon
$508K
EWM
1205
Echo Wealth Management
Minnesota
$504K -$11.8K -220 -2%
SNB
1206
Security National Bank
Nebraska
$503K +$263K +5,000 +110%
MCM
1207
Murphy Capital Management
New Jersey
$500K +$1.05K +20 +0.2%
SFM
1208
Signet Financial Management
New Jersey
$497K +$497K +9,445 New
ACA
1209
Atlas Capital Advisors
Wyoming
$496K +$202K +3,845 +69%
GWM
1210
Greenwich Wealth Management
Connecticut
$496K +$11.8K +225 +2%
FI
1211
Financial Insights
Washington
$494K
TW
1212
TrinityPoint Wealth
Connecticut
$493K -$15.5K -295 -3%
CAM
1213
Carret Asset Management
New York
$492K +$24.7K +470 +5%
AA
1214
Ashford Advisors
New York
$489K
NG
1215
NWK Group
California
$488K -$57.1K -1,085 -10%
Legal & General Group
1216
Legal & General Group
United Kingdom
$487K -$197K -3,750 -29%
OCM
1217
One Capital Management
California
$487K -$17.1K -325 -3%
ODFS
1218
O'Donnell Financial Services
California
$486K +$486K +9,235 New
CWM
1219
Concentric Wealth Management
California
$484K
DTC
1220
Davidson Trust Company
Washington
$481K
GEA
1221
Glen Eagle Advisors
New Jersey
$480K +$57.9K +1,100 +14%
DP
1222
Dearborn Partners
Illinois
$480K
SEP
1223
Southland Equity Partners
Missouri
$476K -$4.21K -80 -0.9%
FHC
1224
First Heartland Consultants
Missouri
$474K +$3.68K +70 +0.8%
IAS
1225
IMA Advisory Services
Colorado
$473K