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 %
AWM
1276
Affinity Wealth Management
Delaware
$316K – – –
HWM
1277
Hohimer Wealth Management
Washington
$316K +$3.22K +70 +1%
APWA
1278
Atlas Private Wealth Advisors
New Jersey
$315K -$30.8K -670 -9%
TSW
1279
Thompson Siegel & Walmsley
Virginia
$315K +$56.1K +1,220 +22%
FFA
1280
Freedman Financial Associates
Massachusetts
$314K +$314K +6,825 New
VCAM
1281
Van Cleef Asset Management
Ohio
$312K – – –
NHC
1282
Nicholas Hoffman & Company
Georgia
$309K +$309K +6,725 New
AWA
1283
Alta Wealth Advisors
Massachusetts
$308K +$308K +6,690 New
MAG
1284
MRA Advisory Group
New Jersey
$308K +$308K +6,700 New
MFP
1285
Meridian Financial Partners
Virginia
$306K +$6.15K +125 +2%
MTC
1286
McDaniel Terry & Co
Texas
$305K – – –
EA
1287
Elm Advisors
California
$304K -$2.3K -50 -0.7%
GWM
1288
Greenhouse Wealth Management
Connecticut
$304K +$304K +6,625 New
BST
1289
Bath Savings Trust
Maine
$302K +$302K +6,575 New
ANBT
1290
American National Bank & Trust
Texas
$301K -$178K -3,875 -37%
GCA
1291
Gradient Capital Advisors
California
$299K -$1.38K -30 -0.5%
LWP
1292
Legacy Wealth Planning
Nevada
$297K -$3.72M -80,860 -93%
CCA
1293
Column Capital Advisors
Indiana
$296K -$158K -3,440 -35%
HIS
1294
Harvest Investment Services
Illinois
$296K +$229 +5 +0.1%
SIA
1295
SkyView Investment Advisors
New Jersey
$294K +$294K +6,395 New
CA
1296
CapWealth Advisors
Tennessee
$291K -$112K -2,440 -28%
VWA
1297
Visionary Wealth Advisors
Illinois
$291K +$291K +6,340 New
SFP
1298
Shepherd Financial Partners
Massachusetts
$290K -$167K -3,640 -37%
SWM
1299
Sugarloaf Wealth Management
Georgia
$290K +$7.81K +170 +3%
RF
1300
Rollins Financial
Georgia
$289K +$289K +6,290 New
50 51
52
53 54