IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,577 hedge funds and large institutions have $38.5B invested in iShares Core S&P Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 552 increasing their positions, 593 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+185
Holders Change %
+13.29%
% of All Funds
27.98%
Holding in Top 10
273
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+15.68%
% of All Funds
4.84%
New
250
Increased
552
Reduced
593
Closed
41
Calls
$53.5M
Puts
$26.6M
Net Calls
+$26.9M
Net Calls Change
+$1.43M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$65M
2
LPL Financial
LPL Financial
California
+$64M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.4M
4
Millennium Management
Millennium Management
New York
+$54.4M
5
WANY
Wealthspire Advisors (New York)
New York
+$48.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$122M
2
HI
Horizon Investments
North Carolina
-$114M
3
HNB
Huntington National Bank
Ohio
-$94.5M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$91.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
1226
Acorn Financial Advisory Services
Virginia
$379K -$3.21K -70 -0.8%
PGIM
1227
Pacific Global Investment Management
California
$379K – – –
KCM
1228
Karp Capital Management
California
$377K +$377K +8,195 New
CCFM
1229
Clear Creek Financial Management
Washington
$376K +$376K +8,185 New
JPG
1230
Jordan Park Group
California
$375K – – –
WCG
1231
Weaver Consulting Group
California
$372K +$19.1K +415 +5%
NPP
1232
New Potomac Partners
Maryland
$370K +$12.7K +275 +4%
LIA
1233
LS Investment Advisors
Michigan
$369K – – –
BAM
1234
Belpointe Asset Management
Nevada
$369K +$17.2K +375 +5%
MWM
1235
Merriman Wealth Management
Washington
$367K -$141K -3,070 -28%
NCM
1236
Noesis Capital Mangement
Florida
$367K -$23K -500 -6%
AGA
1237
Arkos Global Advisors
Texas
$366K – – –
MIAS
1238
Mason Investment Advisory Services
Virginia
$365K – – –
FA
1239
Fountainhead AM
New Jersey
$362K +$362K +7,880 New
FHC
1240
First Heartland Consultants
Missouri
$357K -$28K -610 -7%
LAIC
1241
Lederer & Associates Investment Counsel
California
$356K – – –
SDWMA
1242
Schneider Downs Wealth Management Advisors
Pennsylvania
$355K – – –
KAH
1243
Kathryn A. Hall
$354K -$611K -13,300 -63%
GWA
1244
GGM Wealth Advisors
Maryland
$354K +$354K +7,330 New
CFG
1245
Cooper Financial Group
California
$353K -$330K -7,185 -48%
DSN
1246
D. Scott Neal
Kentucky
$353K – – –
RCA
1247
Rowland Carmichael Advisors
Arizona
$351K -$34K -740 -9%
AFP
1248
Ausdal Financial Partners
Iowa
$350K -$62.7K -1,365 -15%
HFS
1249
Haverford Financial Services
Pennsylvania
$348K -$32.2K -700 -8%
KCPG
1250
Kavar Capital Partners Group
Kansas
$347K – – –
48 49
50
51 52