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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 %
CCT
1376
Capital City Trust
Florida
$300K – – –
SW
1377
SkyOak Wealth
Michigan
$300K +$4.74K +90 +2%
PCM
1378
Princeton Capital Management
New Jersey
$299K – – –
SBL
1379
Sargent Bickham Lagudis
Colorado
$298K – – –
DSAM
1380
Dock Street Asset Management
Florida
$297K -$123K -2,340 -29%
SW
1381
SlateStone Wealth
Florida
$297K – – –
HR
1382
Hayden Royal
North Carolina
$296K -$153K -2,905 -34%
ADBIC
1383
A.D. Beadell Investment Counsel
Wisconsin
$296K – – –
BHTS
1384
Bar Harbor Trust Services
Maine
$293K – – –
SLF
1385
Sun Life Financial
Ontario, Canada
$292K +$292K +5,550 New
APW
1386
Aurora Private Wealth
New Jersey
$290K -$14.5K -275 -5%
ANBT
1387
American National Bank & Trust
Texas
$290K – – –
LWP
1388
Legacy Wealth Planning
Nevada
$289K – – –
FP
1389
Financial Perspectives
Minnesota
$288K -$10K -190 -3%
CPA
1390
Capital Planning Advisors
California
$286K – – –
SCM
1391
Schnieders Capital Management
California
$285K – – –
KFP
1392
KMG Fiduciary Partners
Ohio
$285K +$1.05K +20 +0.4%
BBW
1393
Blue Barn Wealth
Utah
$284K -$28.5K -540 -9%
GA
1394
Geller Advisors
New York
$284K – – –
DCM
1395
Donaldson Capital Management
Indiana
$283K -$28.9K -550 -9%
CDIA
1396
Capital Directions Investment Advisors
Georgia
$283K – – –
CIC
1397
Cutler Investment Counsel
Oregon
$281K – – –
PG
1398
Proffitt & Goodson
Tennessee
$281K – – –
SWRP
1399
Summit Wealth & Retirement Planning
California
$278K +$278K +5,275 New
CC
1400
Cypress Capital
Tennessee
$278K +$278K +5,285 New
54 55
56
57 58