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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$151M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
3
LPL Financial
LPL Financial
California
+$94.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
5
Mariner
Mariner
Kansas
+$50.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.82B
2
RJA
Raymond James & Associates
Florida
-$350M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$224M
4
Wells Fargo
Wells Fargo
California
-$163M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1326
Bernardo Wealth Planning
Pennsylvania
$345K – – –
CCFM
1327
Clear Creek Financial Management
Washington
$344K +$1.84K +35 +0.5%
4WM
1328
4J Wealth Management
Virginia
$343K -$13.2K -250 -4%
EA
1329
Elm Advisors
California
$343K -$8.69K -165 -2%
ACI
1330
Alpha Cubed Investments
California
$343K – – –
SWM
1331
Sugarloaf Wealth Management
Georgia
$343K +$263 +5 +0.1%
FA
1332
Faithward Advisors
Pennsylvania
$342K +$283K +5,375 +478%
FNB
1333
Farmers National Bank
Kentucky
$340K +$340K +7,405 New
TCMP
1334
Thrive Capital Management (Pennsylvania)
Pennsylvania
$338K -$87.5K -1,665 -21%
SIA
1335
SkyView Investment Advisors
New Jersey
$338K +$1.84K +35 +0.5%
MFP
1336
Meridian Financial Partners
Virginia
$335K – – –
FCFC
1337
First Citizens Financial Corp
Iowa
$333K -$78.8K -1,500 -19%
STC
1338
Sarah T. Connolly
$333K – – –
CA
1339
CapWealth Advisors
Tennessee
$333K – – –
BCP
1340
Berkeley Capital Partners
Georgia
$331K – – –
FPCP
1341
Fort Point Capital Partners
California
$330K +$330K +6,265 New
HA
1342
Harborview Advisors
Maine
$329K -$3.68K -70 -1%
GCA
1343
Greenwood Capital Associates
South Carolina
$329K +$6.57K +125 +2%
ERIM
1344
Eagle Ridge Investment Management
Connecticut
$328K +$18.2K +345 +6%
BFA
1345
Bluestem Financial Advisors
Illinois
$324K +$263 +5 +0.1%
GCA
1346
Gradient Capital Advisors
California
$323K -$20K -380 -6%
KC
1347
Kingfisher Capital
North Carolina
$322K +$1.05K +20 +0.3%
FRA
1348
Frank Rimerman Advisors
California
$320K – – –
AL
1349
ADE LLC
Maryland
$318K +$3.16K +60 +1%
CMO
1350
Covenant Multifamily Offices
Texas
$318K +$318K +5,970 New
52 53
54
55 56