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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$195M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$187M
3
FIM
Freedom Investment Management
Connecticut
+$103M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$94.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$84.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$211M
2
Wells Fargo
Wells Fargo
California
-$165M
3
M&T Bank
M&T Bank
New York
-$66.3M
4
UBS AM
UBS AM
Illinois
-$55.4M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPP
1301
New Potomac Partners
Maryland
$253K +$6.18K +150 +3%
BMA
1302
Brooks Moore & Associates
Tennessee
$247K – – –
Toronto Dominion Bank
1303
Toronto Dominion Bank
Ontario, Canada
$246K – – –
CFA
1304
Capstone Financial Advisors
Illinois
$244K +$244K +5,930 New
JC
1305
Jentner Corp
Ohio
$243K – – –
TL
1306
TrueWealth LLC
Georgia
$243K – – –
BCM
1307
Buckhead Capital Management
Georgia
$243K – – –
KFP
1308
KMG Fiduciary Partners
Ohio
$241K -$29K -705 -11%
SBL
1309
Sargent Bickham Lagudis
Colorado
$241K +$4.12K +100 +2%
PIA
1310
Pinion Investment Advisors
Kansas
$239K -$38.1K -925 -14%
AWM
1311
Aberdeen Wealth Management
Illinois
$239K +$239K +5,810 New
SMH
1312
Sanders Morris Harris
Texas
$239K +$239K +6,315 New
BSA
1313
Bull Street Advisors
Georgia
$236K – – –
BCP
1314
Berkeley Capital Partners
Georgia
$236K +$236K +5,725 New
FGAM
1315
Financial Gravity Asset Management
Texas
$235K +$214K +20,295 +1,000%
LSAG
1316
Lake Street Advisors Group
New Hampshire
$233K – – –
HBT
1317
Hills Bank & Trust
Iowa
$233K – – –
KM
1318
Kalos Management
Georgia
$233K +$412 +10 +0.2%
PCM
1319
Princeton Capital Management
New Jersey
$232K – – –
NAM
1320
North American Management
Massachusetts
$232K +$12.1K +295 +6%
LCP
1321
Legacy Capital Partners
Wisconsin
$231K +$231K +5,615 New
EWA
1322
ERTS Wealth Advisors
Michigan
$230K – – –
HC
1323
Hamilton Capital
Ohio
$230K +$230K +5,595 New
VAG
1324
VisionPoint Advisory Group
Texas
$229K -$106K -2,580 -32%
HA
1325
Harborview Advisors
Maine
$226K +$1.44K +35 +0.6%
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