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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
1376
Aspire Private Capital
North Carolina
$2K -$25.8K -1,095 -93%
LWA
1377
Lowe Wealth Advisors
Maryland
$2K +$235 +10 +13%
CCM
1378
Cribstone Capital Management
Maine
$1K – – –
IRC
1379
Investors Research Corp
Georgia
$1K – – –
WB
1380
Webster Bank
Connecticut
$1K – – –
WA
1381
WBH Advisory
Maryland
$774 -$767 -26,660 -50%
CCT
1382
Capital City Trust
Florida
$611 +$321 +11,175 +111%
MLL
1383
Moody Lynn & Lieberson
Massachusetts
$495 -$87 -3,040 -15%
FCH
1384
Freestone Capital Holdings
Washington
$474 -$243 -8,450 -34%
WIM
1385
Westside Investment Management
California
$24 +$24 +860 New
AQR Capital Management
1386
AQR Capital Management
Connecticut
– -$39.2M -952,890 Closed
PAS
1387
Park Avenue Securities
New York
– -$22.7M -551,210 Closed
TRCT
1388
Tower Research Capital (TRC)
New York
– -$19.8M -480,585 Closed
AI
1389
Atria Investments
North Carolina
– -$16.3M -395,385 Closed
MSL
1390
Mackay Shields LLC
New York
– -$13.5M -326,945 Closed
CC
1391
Chanos & Company
New York
– -$13.1M -317,050 Closed
PIM
1392
Parker Investment Management
California
– -$12.2M -296,820 Closed
PJSIMP
1393
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$11.5M -278,975 Closed
AAS
1394
Annex Advisory Services
Wisconsin
– -$10.3M -251,090 Closed
RCM
1395
Requisite Capital Management
Texas
– -$9.14M -222,010 Closed
RBCM
1396
Raub Brock Capital Management
California
– -$8.7M -211,235 Closed
EDRIA
1397
Edmonds Duncan Registered Investment Advisors
Kansas
– -$7.84M -190,480 Closed
CC
1398
Cedar Capital
Illinois
– -$7.49M -182,050 Closed
JWCA
1399
J.W. Cole Advisors
Florida
– -$7.46M -181,280 Closed
CF
1400
Copperwynd Financial
Arizona
– -$5.18M -125,805 Closed
54 55
56
57 58