IJH icon

iShares Core S&P Mid-Cap ETF

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
1401
WNY Asset Management
New York
$255K +$255K +4,920 New
LC
1402
Lavaca Capital
Texas
$254K +$254K +4,875 New
WP
1403
WMS Partners
Maryland
$252K +$4.94K +95 +2%
TSW
1404
Thompson Siegel & Walmsley
Virginia
$251K -$106K -2,035 -30%
MM
1405
Main Management
California
$251K
PWM
1406
Paulson Wealth Management
Illinois
$250K +$10.2K +190 +4%
GKWIM
1407
Gerber Kawasaki Wealth & Investment Management
California
$249K -$45.9K -885 -16%
DJSG
1408
D.J. St. Germain
Massachusetts
$249K -$3.39K -65 -1%
LCWP
1409
Legacy Capital Wealth Partners
Arkansas
$248K +$248K +4,755 New
TYCC
1410
Texas Yale Capital Corp
Florida
$247K
ODCM
1411
Old Dominion Capital Management
Virginia
$246K
FBC
1412
Fairfield, Bush & Co
Connecticut
$246K
B
1413
Brightworth
Georgia
$246K +$6.49K +125 +3%
FIG
1414
FundX Investment Group
California
$246K +$246K +4,725 New
IC
1415
Inverness Counsel
New York
$245K -$216K
PCTC
1416
Perkins Coie Trust Company
Washington
$245K
MA
1417
MONECO Advisors
Connecticut
$245K +$245K +4,710 New
RBFC
1418
Roman Butler Fullerton & Co
Missouri
$243K -$133K -2,460 -35%
CPIA
1419
Cornell Pochily Investment Advisors
New York
$242K -$260 -5 -0.1%
PO
1420
Private Ocean
California
$242K
HBT
1421
Hills Bank & Trust
Iowa
$242K
NB
1422
Nicolet Bankshares
Wisconsin
$242K
WG
1423
Welch Group
Alabama
$240K
GIP
1424
Granite Investment Partners
California
$237K
SNB
1425
Security National Bank
Nebraska
$237K