IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
1226
Engrave Wealth Partners
Texas
$174K -$8.87K -310 -5%
Toronto Dominion Bank
1227
Toronto Dominion Bank
Ontario, Canada
$174K – – –
IIC
1228
Integrated Investment Consultants
Michigan
$171K +$1.97K +980 +1%
TL
1229
TrueWealth LLC
Georgia
$170K – – –
WCAMG
1230
Woodard & Company Asset Management Group
North Carolina
$170K +$108K +3,760 +176%
SBL
1231
Sargent Bickham Lagudis
Colorado
$168K -$144 -5 -0.1%
AWM
1232
Aberdeen Wealth Management
Illinois
$167K – – –
LSA
1233
Lion Street Advisors
Texas
$166K -$92.1K -3,200 -36%
AFS
1234
Aft Forsyth & Sober
Florida
$162K -$1.9M -66,050 -92%
PGAM
1235
Princeton Global Asset Management
New Jersey
$158K -$364K -12,670 -70%
SMFS
1236
Squar Milner Financial Services
California
$156K – – –
SIM
1237
Sonora Investment Management
Arizona
$153K -$37.5K -1,305 -20%
IRAG
1238
Investment Research & Advisory Group
Georgia
$151K – – –
NPP
1239
New Potomac Partners
Maryland
$145K -$32.2K -1,115 -18%
PVH
1240
Psagot Value Holdings
Israel
$145K +$15.3K +530 +12%
TC
1241
Trust Company
Kansas
$139K -$7.2K -250 -5%
MM
1242
Main Management
California
$139K – – –
FP
1243
Financial Perspectives
Minnesota
$138K -$18.7K -650 -12%
HR
1244
Howe & Rusling
New York
$137K – – –
DWM
1245
Darwin Wealth Management
Florida
$134K +$134K +4,690 New
TSW
1246
Thompson Siegel & Walmsley
Virginia
$126K – – –
LWM
1247
Liberty Wealth Management
California
$120K -$313K -10,880 -72%
PIA
1248
Powell Investment Advisors
Florida
$120K -$11.9K -415 -9%
DCM
1249
Disciplina Capital Management
Tennessee
$119K +$31.6K +1,100 +36%
ClearBridge Investments
1250
ClearBridge Investments
New York
$110K +$30.9K +1,075 +39%
48 49
50
51 52