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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 %
PVH
1251
Psagot Value Holdings
Israel
$187K – – –
IIC
1252
Integrated Investment Consultants
Michigan
$180K +$11 +5 +0%
MM
1253
Main Management
California
$179K – – –
PCTC
1254
Perkins Coie Trust Company
Washington
$174K -$583K -15,765 -77%
PO
1255
Private Ocean
California
$172K -$11.3K -305 -6%
HBT
1256
Hills Bank & Trust
Iowa
$172K – – –
GIP
1257
Granite Investment Partners
California
$169K – – –
LWM
1258
Liberty Wealth Management
California
$169K +$2.22K +60 +1%
CYG
1259
Clean Yield Group
Vermont
$167K – – –
Barclays
1260
Barclays
United Kingdom
$166K +$67.9K +1,835 +69%
PIA
1261
Powell Investment Advisors
Florida
$155K – – –
DCM
1262
Disciplina Capital Management
Tennessee
$154K – – –
PGAM
1263
Princeton Global Asset Management
New Jersey
$148K – – –
IFAM
1264
Institutional & Family Asset Management
Colorado
$147K +$2.96K +80 +2%
HFRG
1265
Houlihan Financial Resource Group
Virginia
$147K +$147K +3,500 New
FRA
1266
Front Row Advisors
California
$138K +$440 +10 +0.3%
BCA
1267
Bray Capital Advisors
Florida
$137K -$27.1K -730 -17%
CLOS
1268
Compagnie Lombard Odier SCmA
Switzerland
$137K – – –
JCM
1269
Jacobi Capital Management
Pennsylvania
$125K -$125K -3,375 -50%
JWM
1270
Janiczek Wealth Management
Colorado
$125K – – –
ACA
1271
Aptus Capital Advisors
Alabama
$123K +$55.5K +1,500 +82%
CI
1272
Cordant Inc
Oregon
$119K -$41.4K -1,115 -26%
MHR
1273
Matthew Hamilton Rosenberg
$111K – – –
CI
1274
CX Institutional
Indiana
$110K +$5.55K +150 +5%
TCM
1275
TD Capital Management
Tennessee
$108K +$4.82K +130 +5%
49 50
51
52 53