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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 %
OBGC
1326
O'Brien Greene & Co
Pennsylvania
$225K +$6.17K +150 +3%
FP
1327
Financial Perspectives
Minnesota
$224K +$224K +5,435 New
SMFS
1328
Squar Milner Financial Services
California
$223K – – –
BFG
1329
Barber Financial Group
Kansas
$223K +$4.73K +115 +2%
ACM
1330
Arlington Capital Management
Illinois
$223K +$223K +5,425 New
PLFAM
1331
Pineno Levin & Ford Asset Management
Virginia
$220K – – –
AWMG
1332
Alliance Wealth Management Group
New Jersey
$220K +$3.88K +95 +2%
CAM
1333
Carret Asset Management
New York
$220K +$220K +5,345 New
BOS
1334
Bingham Osborn & Scarborough
California
$219K -$82.5K -2,000 -27%
HCM
1335
Hall Capital Management
Rhode Island
$219K – – –
AIA
1336
Avalon Investment & Advisory
Texas
$218K +$218K +5,305 New
BHTS
1337
Bar Harbor Trust Services
Maine
$217K +$217K +5,265 New
ACA
1338
Ascension Capital Advisors
Texas
$217K +$217K +5,265 New
IRAG
1339
Investment Research & Advisory Group
Georgia
$216K +$216K +5,245 New
ODCM
1340
Old Dominion Capital Management
Virginia
$215K – – –
AMCA
1341
Arthur M. Cohen & Associates
Illinois
$215K +$825 +20 +0.4%
SMG
1342
Smart Money Group
Texas
$214K +$214K +5,195 New
WA
1343
Wealth Architects
California
$214K +$214K +5,205 New
CPSAC
1344
Chas P. Smith & Associates (CPS)
Florida
$212K -$20.6K -500 -9%
LFA
1345
Landmark Financial Advisors
Kentucky
$212K +$212K +5,085 New
Wealthfront Advisers
1346
Wealthfront Advisers
California
$211K +$211K +5,115 New
CA
1347
Cornerstone Advisory
Maryland
$211K +$211K +5,125 New
MM
1348
Meridian Management
Arkansas
$210K +$210K +5,100 New
WCWM
1349
Willow Creek Wealth Management
California
$210K +$210K +5,100 New
NHC
1350
Nicholas Hoffman & Company
Georgia
$210K +$210K +5,100 New
52 53
54
55 56