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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M

Top Buyers

1
AA
Acorns Advisers
California
$200M
2
HI
Horizon Investments
North Carolina
$114M
3
PI
PFS Investments
Georgia
$67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$229M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
$73.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$94.5M
2
Wells Fargo
Wells Fargo
California
$2.42B
3
Financial Engines Advisors
Financial Engines Advisors
California
$656M
4
GSWM
Golden State Wealth Management
California
$3.94M
5
Ameriprise
Ameriprise
Minnesota
$369M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
1401
V Wealth Advisors
Kansas
– -$752K -21,125 Closed
IP
1402
Intellectus Partners
California
– -$742K -20,855 Closed
Simplex Trading
1403
Simplex Trading
Illinois
– -$671K -18,885 Closed
FM
1404
Family Management
New York
– -$659K -18,530 Closed
CB
1405
Cadence Bank
Mississippi
– -$595K -16,735 Closed
KP
1406
Keel Point
Alabama
– -$564K -15,865 Closed
CMO
1407
Covenant Multifamily Offices
Texas
– -$462K -13,000 Closed
CWS
1408
Cypress Wealth Services
California
– -$460K -12,925 Closed
SBWM
1409
Sunflower Bank Wealth Management
Arizona
– -$436K -12,250 Closed
X
1410
Xponance
Pennsylvania
– -$410K -11,540 Closed
VC
1411
Veracity Capital
Georgia
– -$402K -11,290 Closed
FFA
1412
First Foundation Advisors
California
– -$401K -11,280 Closed
TI
1413
Tidal Investments
Wisconsin
– -$364K -10,255 Closed
MFW
1414
Mosaic Family Wealth
Missouri
– -$358K -10,080 Closed
MPI
1415
Mairs & Power Inc
Minnesota
– -$334K -9,400 Closed
CCFM
1416
Clear Creek Financial Management
Washington
– -$298K -8,405 Closed
KFI
1417
Key Financial Inc
Pennsylvania
– -$267K -7,610 Closed
TFA
1418
Teamwork Financial Advisors
Texas
– -$269K -7,560 Closed
SWA
1419
SFMG Wealth Advisors
Texas
– -$266K -7,490 Closed
MW
1420
Marcum Wealth
Ohio
– -$263K -7,400 Closed
PAM
1421
Premier Asset Management
Illinois
– -$253K -7,125 Closed
GC
1422
Gibson Capital
Pennsylvania
– -$252K -7,110 Closed
EP
1423
EPIQ Partners
Minnesota
– -$249K -6,990 Closed
SDAM
1424
Shulman DeMeo Asset Management
New York
– -$231K -6,500 Closed
VWA
1425
Visionary Wealth Advisors
Illinois
– -$231K -6,500 Closed
54 55 56
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