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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$151M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
3
LPL Financial
LPL Financial
California
+$94.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
5
Mariner
Mariner
Kansas
+$50.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.82B
2
RJA
Raymond James & Associates
Florida
-$350M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$224M
4
Wells Fargo
Wells Fargo
California
-$163M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1251
Summit Asset Management
Tennessee
$441K – – –
SAM
1252
Strategy Asset Managers
California
$436K – – –
PGIM
1253
Pacific Global Investment Management
California
$434K – – –
BWM
1254
BCGM Wealth Management
Indiana
$434K – – –
IC
1255
Innealta Capital
Texas
$434K +$61.3K +1,165 +16%
Fisher Asset Management
1256
Fisher Asset Management
Washington
$434K +$434K +8,240 New
RRCM
1257
Rappaport Reiches Capital Management
Illinois
$434K – – –
WPP
1258
Whalerock Point Partners
Rhode Island
$430K +$52.7K +1,000 +14%
JPG
1259
Jordan Park Group
California
$429K – – –
RFWA
1260
RPg Family Wealth Advisory
Massachusetts
$429K – – –
BST
1261
Bath Savings Trust
Maine
$428K +$98.1K +1,865 +30%
AGA
1262
Arkos Global Advisors
Texas
$426K +$5K +95 +1%
AFC
1263
Adaptive Financial Consulting
Ohio
$425K +$1.58K +30 +0.4%
LIA
1264
LS Investment Advisors
Michigan
$423K – – –
BCA
1265
Bay Colony Advisors
Massachusetts
$422K -$40.8K -775 -9%
PCA
1266
Pallas Capital Advisors
Massachusetts
$422K +$44.6K +775 +12%
GDP
1267
Great Diamond Partners
Maine
$421K – – –
FWSM
1268
First Wilshire Securities Management
California
$421K – – –
CCP
1269
Cardan Capital Partners
Colorado
$421K – – –
OBWG
1270
Onyx Bridge Wealth Group
New York
$421K +$421K +7,670 New
EWM
1271
Executive Wealth Management
Michigan
$420K +$19.4K +370 +5%
VCP
1272
Vista Capital Partners
Oregon
$419K -$468K -8,895 -53%
RPSA
1273
Richard P. Slaughter Associates
Texas
$418K -$88.7K -1,685 -17%
MIAS
1274
Mason Investment Advisory Services
Virginia
$417K – – –
EFSCE
1275
Enterprise Financial Services Corp (EFSC)
Missouri
$415K +$96.5K +1,835 +30%
49 50
51
52 53