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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 %
SHWM
1426
Smith & Howard Wealth Management
Georgia
– -$1.15M -28,010 Closed
HF
1427
HRT Financial
New York
– -$1.15M -27,940 Closed
PWM
1428
PRW Wealth Management
Massachusetts
– -$1.1M -26,830 Closed
KCM
1429
Kornitzer Capital Management
Kansas
– -$1.09M -26,535 Closed
EF
1430
Empirical Finance
Pennsylvania
– -$1.07M -26,025 Closed
SCP
1431
Shorepoint Capital Partners
Massachusetts
– -$976K -23,705 Closed
CSPIA
1432
Cary Street Partners Investment Advisory
Virginia
– -$948K -23,040 Closed
CAM
1433
Concorde Asset Management
Michigan
– -$867K -21,065 Closed
MWP
1434
MYCIO Wealth Partners
Pennsylvania
– -$840K -20,395 Closed
CC
1435
Copperleaf Capital
North Carolina
– -$797K -19,370 Closed
AFG
1436
Affinia Financial Group
Massachusetts
– -$477K -19,220 Closed
I
1437
INVST
Indiana
– -$765K -18,585 Closed
BTW
1438
Boston Trust Walden
Massachusetts
– -$700K -17,010 Closed
SFG
1439
Sather Financial Group
Texas
– -$699K -17,000 Closed
WIA
1440
World Investment Advisors
California
– -$642K -15,595 Closed
DC
1441
Derby & Company
Massachusetts
– -$637K -15,470 Closed
BCP
1442
Blue Chip Partners
Michigan
– -$599K -14,555 Closed
SC
1443
Scholtz & Company
Connecticut
– -$585K -14,210 Closed
HIM
1444
Hanlon Investment Management
New Jersey
– -$540K -13,125 Closed
HPC
1445
Hobart Private Capital
North Carolina
– -$536K -13,020 Closed
LFPWM
1446
Leicht Financial Planning & Wealth Management
New Jersey
– -$523K -12,695 Closed
SSWG
1447
Seven Springs Wealth Group
Tennessee
– -$519K -12,605 Closed
MWM
1448
Minot Wealth Management
Massachusetts
– -$483K -11,615 Closed
ASW
1449
Astoria Strategic Wealth
Texas
– -$471K -11,480 Closed
BOM
1450
Bank of Marin
California
– -$465K -11,305 Closed
56 57
58
59 60