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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$349M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$240M
3
Osaic Holdings
Osaic Holdings
Arizona
+$179M
4
BlackRock
BlackRock
New York
+$123M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$118M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$561M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$127M
3
HNB
Huntington National Bank
Ohio
-$113M
4
GHA
GW Henssler & Associates
Georgia
-$70.5M
5
PI
PFS Investments
Georgia
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
1326
Elm Advisors
California
$319K -$26.1K -500 -8%
KC
1327
Kingfisher Capital
North Carolina
$317K +$1.04K +20 +0.3%
FRA
1328
Frank Rimerman Advisors
California
$317K – – –
MWM
1329
McNaughton Wealth Management
California
$314K – – –
LWP
1330
Legacy Wealth Planning
Nevada
$312K -$24.2K -465 -7%
RW
1331
REDW Wealth
New Mexico
$312K – – –
Toronto Dominion Bank
1332
Toronto Dominion Bank
Ontario, Canada
$312K – – –
TFGT
1333
TS Financial Group (TSFG)
Illinois
$311K -$450K -8,640 -59%
APW
1334
Aurora Private Wealth
New Jersey
$311K – – –
PIA
1335
Perennial Investment Advisors
California
$310K – – –
RWM
1336
Ritholtz Wealth Management
New York
$310K +$310K +5,950 New
SW
1337
SkyOak Wealth
Michigan
$309K -$209K -3,790 -40%
MAG
1338
MRA Advisory Group
New Jersey
$308K -$40.9K -785 -12%
NAMM
1339
NorthStar Asset Management (Massachusetts)
Massachusetts
$307K +$307K +5,900 New
HNW
1340
High Note Wealth
Minnesota
$307K -$7.53K -145 -2%
JC
1341
Jentner Corp
Ohio
$307K – – –
DWM
1342
Doyle Wealth Management
Florida
$306K -$520 -10 -0.2%
EHPM
1343
Emery Howard Portfolio Management
California
$303K – – –
KFP
1344
KMG Fiduciary Partners
Ohio
$303K – – –
EWP
1345
Engrave Wealth Partners
Texas
$303K – – –
PIA
1346
Pinion Investment Advisors
Kansas
$302K -$23.9K -460 -7%
CWMU
1347
Caliber Wealth Management (Utah)
Utah
$302K -$3.12K -60 -1%
WIA
1348
Wealthstreet Investment Advisors
Texas
$302K – – –
AIM
1349
Axiom Investment Management
New York
$301K -$710K -13,730 -70%
KFI
1350
Key Financial Inc
Pennsylvania
$301K -$4.94K -95 -2%
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