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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M

Top Buyers

1
AA
Acorns Advisers
California
+$200M
2
HI
Horizon Investments
North Carolina
+$52.4M
3
PI
PFS Investments
Georgia
+$50.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
+$41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$99.5M
2
Wells Fargo
Wells Fargo
California
-$91.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$84.4M
4
GSWM
Golden State Wealth Management
California
-$73.3M
5
Ameriprise
Ameriprise
Minnesota
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
1226
Planning Directions
Pennsylvania
$214K -$15.2K -410 -7%
SWAG
1227
Spectrum Wealth Advisory Group
California
$214K +$214K +5,800 New
BRWM
1228
B. Riley Wealth Management
Tennessee
$213K -$260K -7,020 -55%
BSA
1229
Bull Street Advisors
Georgia
$213K – – –
SBL
1230
Sargent Bickham Lagudis
Colorado
$210K -$6.86K -185 -3%
PCM
1231
Princeton Capital Management
New Jersey
$210K – – –
LSAG
1232
Lake Street Advisors Group
New Hampshire
$209K – – –
SW
1233
SlateStone Wealth
Florida
$209K – – –
TSW
1234
Thompson Siegel & Walmsley
Virginia
$209K +$3.71K +100 +2%
ST
1235
Sabal Trust
Florida
$208K -$2.58M -69,800 -93%
VWM
1236
Venturi Wealth Management
Texas
$208K – – –
JWM
1237
JGP Wealth Management
Oregon
$207K -$5.16M -131,455 -96%
TK
1238
TIAA Kaspick
Massachusetts
$207K -$889K -23,955 -81%
TC
1239
Trust Company
Kansas
$206K – – –
PIA
1240
Pinion Investment Advisors
Kansas
$206K – – –
FP
1241
Financial Perspectives
Minnesota
$205K +$185 +5 +0.1%
Renaissance Technologies
1242
Renaissance Technologies
New York
$204K -$2.49M -67,000 -92%
PWP
1243
Private Wealth Partners
California
$204K +$204K +5,500 New
CPA
1244
Capital Planning Advisors
California
$201K -$35.2K -950 -15%
SFG
1245
SNS Financial Group
Minnesota
$201K +$201K +5,435 New
CIC
1246
Cutler Investment Counsel
Oregon
$200K +$200K +5,390 New
MWM
1247
Minot Wealth Management
Massachusetts
$200K +$200K +5,405 New
SIC
1248
Salem Investment Counselors
North Carolina
$198K -$15.2K -410 -7%
IRAG
1249
Investment Research & Advisory Group
Georgia
$194K – – –
WCAMG
1250
Woodard & Company Asset Management Group
North Carolina
$193K -$9.25K -250 -5%
48 49
50
51 52