IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$336M
2
USAA
United Services Automobile Association
Texas
+$333M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$234M
4
HNB
Huntington National Bank
Ohio
+$135M
5
SW
SVB Wealth
Massachusetts
+$120M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$455M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$338M
3
Osaic Holdings
Osaic Holdings
Arizona
-$187M
4
Wells Fargo
Wells Fargo
California
-$164M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
1301
Miracle Mile Advisors
California
$373K -$42.8K -795 -10%
SFP
1302
Shepherd Financial Partners
Massachusetts
$365K -$27.4K -510 -7%
VCAM
1303
Van Cleef Asset Management
Ohio
$365K – – –
4WM
1304
4J Wealth Management
Virginia
$364K -$8.07K -150 -2%
PCM
1305
Palisade Capital Management
New Jersey
$362K -$16.7K -310 -4%
GSEP
1306
Golden State Equity Partners
California
$362K +$362K +6,730 New
SBIA
1307
Sheaff Brock Investment Advisors
Indiana
$361K – – –
AWA
1308
Alta Wealth Advisors
Massachusetts
$361K +$1.61K +30 +0.4%
CAMG
1309
CWA Asset Management Group
Florida
$360K +$360K +6,640 New
EA
1310
Elm Advisors
California
$359K +$29.8K +555 +9%
JC
1311
Jentner Corp
Ohio
$359K +$42.2K +785 +13%
GWM
1312
Greenhouse Wealth Management
Connecticut
$358K -$5.92K -110 -2%
MTC
1313
McDaniel Terry & Co
Texas
$356K – – –
BWP
1314
Bernardo Wealth Planning
Pennsylvania
$352K – – –
SWM
1315
Sugarloaf Wealth Management
Georgia
$350K -$5.11M -95,185 -94%
ACI
1316
Alpha Cubed Investments
California
$350K -$2.95K -55 -0.8%
GCA
1317
Gradient Capital Advisors
California
$350K – – –
PCA
1318
Pallas Capital Advisors
Massachusetts
$350K +$68.9K +1,290 +25%
CCA
1319
Column Capital Advisors
Indiana
$349K +$5.11K +95 +1%
CCFM
1320
Clear Creek Financial Management
Washington
$349K +$349K +6,500 New
PTC
1321
Philadelphia Trust Company
Pennsylvania
$348K – – –
HA
1322
Harborview Advisors
Maine
$340K – – –
CA
1323
CapWealth Advisors
Tennessee
$340K – – –
STC
1324
Sarah T. Connolly
$340K +$340K +6,325 New
BCP
1325
Berkeley Capital Partners
Georgia
$338K +$1.34K +25 +0.4%
51 52
53
54 55