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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 %
MPW
1426
Monterey Private Wealth
California
$250K – – –
NB
1427
Nicolet Bankshares
Wisconsin
$250K – – –
PWM
1428
Paulson Wealth Management
Illinois
$249K – – –
SC
1429
SouthState Corp
Florida
$248K -$60.2K -1,120 -20%
AMC
1430
Asset Management Corp
Illinois
$248K -$15.1K -280 -6%
DJSG
1431
D.J. St. Germain
Massachusetts
$248K -$9.43K -175 -4%
PFG
1432
PAX Financial Group
Texas
$247K +$2.96K +55 +1%
RW
1433
REDW Wealth
New Mexico
$246K -$76.7K -1,425 -24%
GIP
1434
Granite Investment Partners
California
$245K – – –
SNB
1435
Security National Bank
Nebraska
$245K – – –
MAP
1436
Moody Aldrich Partners
Massachusetts
$243K – – –
RBFC
1437
Roman Butler Fullerton & Co
Missouri
$243K +$269 +5 +0.1%
EWA
1438
Evolution Wealth Advisors
Florida
$241K – – –
WAM
1439
WNY Asset Management
New York
$239K -$26.7K -495 -10%
WG
1440
Welch Group
Alabama
$239K -$8.86K -165 -4%
LJAC
1441
L.J. Altfest & Co
New York
$238K +$1.34K +25 +0.6%
PAM
1442
Premier Asset Management
Illinois
$236K – – –
SCA
1443
St. Clair Advisors
Ohio
$235K – – –
TSW
1444
Thompson Siegel & Walmsley
Virginia
$235K -$24.2K -450 -9%
VBFG
1445
Vishria Bird Financial Group
Tennessee
$234K – – –
VC
1446
Veracity Capital
Georgia
$233K -$228K -4,250 -49%
CIP
1447
Capital Insight Partners
Arizona
$229K – – –
EP
1448
Eudaimonia Partners
Tennessee
$229K +$7.51K +140 +3%
VWA
1449
Visionary Wealth Advisors
Illinois
$226K +$3.76K +70 +2%
OMC
1450
Old Mission Capital
Illinois
$226K +$226K +4,200 New
56 57
58
59 60