IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

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

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.84B
3
Charles Schwab
Charles Schwab
California
$86.8M
4
GSWM
Golden State Wealth Management
California
$60.4M
5
HI
Horizon Investments
North Carolina
$59.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.41B
2
Osaic Holdings
Osaic Holdings
Arizona
$116M
3
Bank of America
Bank of America
North Carolina
$2.11B
4
HNB
Huntington National Bank
Ohio
$99.5M
5
MRC
Millburn Ridgefield Corp
New York
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
101
Citizens Financial Group
Rhode Island
$39.4M +$4.92M +138,265 +14%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$39.1M -$3.48M -98,530 -8%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.6M +$38.6M +1,084,125 New
DWM
104
Destination Wealth Management
California
$38.5M +$2.45M +68,825 +7%
AA
105
ALPS Advisors
Colorado
$37.9M -$1.55M -43,550 -4%
BP
106
Ballentine Partners
Massachusetts
$37.6M -$5.11M -143,630 -12%
AIA
107
Ally Invest Advisors
North Carolina
$37.6M +$1.37M +38,650 +4%
CWM
108
Cahaba Wealth Management
Georgia
$37.5M +$3.06M +81,130 +9%
LFS
109
Lutz Financial Services
Nebraska
$37.1M +$6.84M +192,470 +23%
MWM
110
Modera Wealth Management
New Jersey
$37.1M -$2.13M -59,790 -5%
MSA
111
Mason Street Advisors
Wisconsin
$37M -$17.2M -484,525 -32%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$36.2M -$1.09M -30,705 -3%
TFO
113
Tarbox Family Office
California
$35.7M -$335K -9,415 -0.9%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$35.1M -$329K -9,260 -0.9%
CPO
115
Cerity Partners OCIO
New York
$34.8M -$1.86M -52,320 -5%
FHB
116
First Hawaiian Bank
Hawaii
$33.8M +$1.81M +51,020 +6%
FLPIM
117
F.L. Putnam Investment Management
Massachusetts
$33.8M +$5.38M +151,235 +19%
AF
118
Affiance Financial
Minnesota
$32.6M +$736K +20,690 +2%
GIM
119
Goelzer Investment Management
Indiana
$32M +$1.23M +34,580 +4%
Rafferty Asset Management
120
Rafferty Asset Management
New York
$31.7M +$23.9M +671,400 +305%
TCM
121
Twele Capital Management
Minnesota
$31.7M -$1.77M -49,830 -5%
AWM
122
AE Wealth Management
Kansas
$31M +$13.8M +387,395 +80%
FIB
123
First Interstate Bank
Montana
$30.9M +$3.05M +85,680 +11%
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$30.9M -$966K -27,150 -3%
1832 Asset Management
125
1832 Asset Management
Ontario, Canada
$30.7M +$142K +4,000 +0.5%
3 4
5
6 7