IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$380M
2
Wells Fargo
Wells Fargo
California
$3.72B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.54B
4
SW
SVB Wealth
Massachusetts
$67.4M
5
BlackRock
BlackRock
New York
$1.05B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$211M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.59M
3
LPL Financial
LPL Financial
California
$1.02B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$593M
5
Morgan Stanley
Morgan Stanley
New York
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
101
Bessemer Group
New Jersey
$46.6M -$1.61M -41,690 -3%
BPB
102
Badgley, Phelps & Bell
Washington
$46.5M +$2.21M +57,190 +5%
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$45.9M +$3.07M +79,385 +7%
LFS
104
Lutz Financial Services
Nebraska
$45.4M +$346K +8,950 +0.8%
MWM
105
Modera Wealth Management
New Jersey
$44.4M +$422K +10,910 +1%
WT
106
Whittier Trust
California
$43.4M +$3.48M +89,955 +9%
US Bancorp
107
US Bancorp
Minnesota
$43M +$5.16M +133,560 +14%
AA
108
ALPS Advisors
Colorado
$42.6M +$382K +9,875 +0.9%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$41M +$24.1M +623,235 +142%
HW
110
Hancock Whitney
Mississippi
$40.4M +$428K +11,080 +1%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.8M +$4.26M +110,220 +12%
AWM
112
Altium Wealth Management
New York
$39.5M +$3.95M +102,145 +11%
EWM
113
Evermay Wealth Management
Virginia
$39.1M +$677K +17,530 +2%
MSA
114
Mason Street Advisors
Wisconsin
$38.7M +$23.2M +600,500 +149%
CWM
115
Connecticut Wealth Management
Connecticut
$38.6M +$2.02M +52,265 +6%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$38.1M -$465K -12,045 -1%
BTS
117
BB&T Securities
Virginia
$38M +$631K +16,300 +2%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$37.9M -$151K -3,900 -0.4%
DWM
119
Destination Wealth Management
California
$37.8M +$907K +23,460 +2%
CFG
120
Citizens Financial Group
Rhode Island
$37.6M +$425K +11,000 +1%
NAM
121
NorthCoast Asset Management
Connecticut
$37.4M +$118K +3,040 +0.3%
AQR Capital Management
122
AQR Capital Management
Connecticut
$37.3M +$926K +23,955 +3%
CAL
123
Capital Analysts LLC
Pennsylvania
$36.2M +$889K +22,995 +3%
CFG
124
CKW Financial Group
Hawaii
$36M -$338K -8,925 -0.9%
CAN
125
Cetera Advisor Networks
California
$35.7M +$522K +13,515 +1%
3 4
5
6 7