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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 %
MAG
1376
MRA Advisory Group
New Jersey
$299K -$18.8K -350 -6%
BHTS
1377
Bar Harbor Trust Services
Maine
$299K – – –
ANBT
1378
American National Bank & Trust
Texas
$296K – – –
LWP
1379
Legacy Wealth Planning
Nevada
$295K -$26.9K -500 -8%
CPA
1380
Capital Planning Advisors
California
$292K – – –
SCM
1381
Schnieders Capital Management
California
$292K – – –
KFP
1382
KMG Fiduciary Partners
Ohio
$290K -$23.1K -430 -7%
GA
1383
Geller Advisors
New York
$290K – – –
FAM
1384
Formidable Asset Management
Ohio
$290K +$290K +5,570 New
MWM
1385
Minot Wealth Management
Massachusetts
$289K +$267 +5 +0.1%
CDIA
1386
Capital Directions Investment Advisors
Georgia
$289K +$289K +5,380 New
PG
1387
Proffitt & Goodson
Tennessee
$287K – – –
CIC
1388
Cutler Investment Counsel
Oregon
$287K – – –
MCM
1389
Mattern Capital Management
Colorado
$287K +$287K +5,345 New
ACA
1390
Affinity Capital Advisors
California
$286K -$11.3K -210 -4%
FM
1391
Foster & Motley
Ohio
$286K +$286K +5,320 New
CPSAC
1392
Chas P. Smith & Associates (CPS)
Florida
$285K -$6.73K -125 -2%
B
1393
Bellecapital
Switzerland
$282K – – –
CDH
1394
Charles D. Hyman
$282K – – –
TLFA
1395
True Link Financial Advisors
California
$281K -$153K -2,855 -35%
KFI
1396
Key Financial Inc
Pennsylvania
$280K -$32.1K -595 -10%
NP
1397
NorthRock Partners
Minnesota
$278K -$28.8K -535 -9%
DBIA
1398
Dumont & Blake Investment Advisors
New Jersey
$278K – – –
TC
1399
Trust Company
Kansas
$275K – – –
PD
1400
Planning Directions
Pennsylvania
$274K -$7.27K -135 -3%
54 55
56
57 58