IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,857 hedge funds and large institutions have $49.5B invested in iShares Core S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 822 increasing their positions, 473 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,857
Holders Change
+223
Holders Change %
+13.65%
% of All Funds
28.68%
Holding in Top 10
313
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+13.41%
% of All Funds
4.83%
New
306
Increased
822
Reduced
473
Closed
50
Calls
$44.3M
Puts
$4.64M
Net Calls
+$39.7M
Net Calls Change
-$165M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$211M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$157M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$137M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$61.8M
5
Bank of America
Bank of America
North Carolina
+$60.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$133M
2
WANY
Wealthspire Advisors (New York)
New York
-$125M
3
HI
Harbour Investments
Wisconsin
-$83M
4
HF
HRT Financial
New York
-$46.2M
5
MA
MCF Advisors
Kentucky
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
1226
TL Private Wealth
Texas
$698K -$2.33K -45 -0.3%
CIS
1227
Connors Investor Services
Pennsylvania
$691K +$10.2K +180 +1%
HWM
1228
Howard Wealth Management
Connecticut
$689K – – –
HC
1229
Hoese & Co
Minnesota
$686K – – –
FC
1230
Fulcrum Capital
Washington
$684K – – –
TIM
1231
Tortoise Investment Management
New York
$683K – – –
BOPW
1232
Brandywine Oak Private Wealth
Pennsylvania
$682K -$9.34K -165 -1%
ECM
1233
EagleClaw Capital Management
Massachusetts
$679K +$3.96K +70 +0.6%
BRWM
1234
B. Riley Wealth Management
Tennessee
$678K +$23.8K +420 +4%
USCWA
1235
U.S. Capital Wealth Advisors
Texas
$676K +$3.96K +70 +0.6%
EHC
1236
Everett Harris & Co
California
$676K +$19K +335 +3%
SWM
1237
Shelton Wealth Management
Texas
$676K +$676K +11,935 New
X
1238
Xponance
Pennsylvania
$675K +$13.6K +240 +2%
PPW
1239
Pinnacle Private Wealth
Massachusetts
$674K +$674K +11,905 New
HFS
1240
Howard Financial Services
Texas
$671K – – –
CCA
1241
Conservest Capital Advisors
Pennsylvania
$671K +$3.68K +65 +0.6%
SHA
1242
Seneca House Advisors
Virginia
$670K -$186K -3,280 -22%
AFP
1243
Ausdal Financial Partners
Iowa
$668K -$69.9K -1,235 -9%
RG
1244
Retirement Group
California
$666K -$31.1K -550 -4%
BIAS
1245
Beacon Investment Advisory Services
New Jersey
$661K -$5.1K -90 -0.8%
MWM
1246
Merriman Wealth Management
Washington
$658K -$4.53K -80 -0.7%
ST
1247
Somerset Trust
Pennsylvania
$658K – – –
HWM
1248
Hohimer Wealth Management
Washington
$658K +$7.08K +125 +1%
PWA
1249
Peterson Wealth Advisors
Utah
$656K +$7.36K +130 +1%
NCM
1250
Narwhal Capital Management
Georgia
$654K – – –
48 49
50
51 52