IJH icon

iShares Core S&P Mid-Cap ETF

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FPB
1251
First PREMIER Bank
South Dakota
$39K -$19.5K -500 -33%
WOC
1252
West Oak Capital
California
$39K
MRCM
1253
M&R Capital Management
New Jersey
$38K
WC
1254
Weil Company
California
$38K +$38K +980 New
KC
1255
Knuff & Co
California
$38K +$38K +995 New
CICI
1256
Capital Investment Counsel Inc
North Carolina
$36K
IBOK
1257
Independence Bank of Kentucky
Kentucky
$35K
VCM
1258
Versant Capital Management
Arizona
$32K
RMC
1259
Resources Management Corp
Connecticut
$31K +$31K +790 New
KWA
1260
KCS Wealth Advisory
California
$27.1K +$27.1K +700 New
GWA
1261
Guidant Wealth Advisors
Illinois
$24K
ADL
1262
Asset Dedication LLC
California
$22K -$41.7K -1,100 -65%
RFM
1263
Royal Fund Management
Florida
$22K
SIS
1264
Sound Income Strategies
Florida
$22K +$6.26K +165 +40%
LGWM
1265
Litman Gregory Wealth Management
California
$20K
NIC
1266
Northwest Investment Counselors
Oregon
$19K +$19K +495 New
CCMW
1267
Cypress Capital Management (Wyoming)
Wyoming
$18K +$18K +455 New
RE
1268
RBC Europe
United Kingdom
$17.6K
VNA
1269
Valley National Advisers
Pennsylvania
$17K +$17K +445 New
SAM
1270
Shamrock Asset Management
Texas
$16K +$6.83K +175 +74%
CI
1271
CX Institutional
Indiana
$15K -$500K -13,175 -97%
MSFP
1272
Mark Sheptoff Financial Planning
Connecticut
$15K
First Manhattan
1273
First Manhattan
New York
$15K
AP
1274
Atwood & Palmer
Missouri
$14K
TCM
1275
Tradewinds Capital Management
Washington
$14K