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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,577 hedge funds and large institutions have $38.5B invested in iShares Core S&P Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 552 increasing their positions, 593 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+185
Holders Change %
+13.29%
% of All Funds
27.98%
Holding in Top 10
273
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+15.68%
% of All Funds
4.84%
New
250
Increased
552
Reduced
593
Closed
41
Calls
$53.5M
Puts
$26.6M
Net Calls
+$26.9M
Net Calls Change
+$1.43M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$65M
2
LPL Financial
LPL Financial
California
+$64M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.4M
4
Millennium Management
Millennium Management
New York
+$54.4M
5
WANY
Wealthspire Advisors (New York)
New York
+$48.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$122M
2
HI
Horizon Investments
North Carolina
-$114M
3
HNB
Huntington National Bank
Ohio
-$94.5M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$91.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1451
Bray Capital Advisors
Florida
$118K -$51.8K -1,125 -30%
FM
1452
Family Management
New York
$118K +$118K +2,560 New
PWMG
1453
Prestige Wealth Management Group
New Jersey
$116K – – –
AWG
1454
Altus Wealth Group
Colorado
$116K +$116K +2,530 New
RWG
1455
Regal Wealth Group
California
$112K +$459 +10 +0.4%
SA
1456
SRH Advisors
Kansas
$111K – – –
JHCP
1457
Jackson Hole Capital Partners
Oklahoma
$109K +$13.1K +285 +14%
GI
1458
Gradient Investments
Minnesota
$104K – – –
FA
1459
Financial Advantage
Maryland
$102K – – –
MWP
1460
Meridian Wealth Partners
Pennsylvania
$102K – – –
BA
1461
Ballast Advisors
Minnesota
$98K – – –
BCM
1462
Bourgeon Capital Management
Connecticut
$92K – – –
CMBA
1463
C.M. Bidwell & Associates
Hawaii
$91K +$460 +10 +0.5%
HWM
1464
Holloway Wealth Management
Florida
$90K -$72K – –
IA
1465
Inspire Advisors
Idaho
$89K +$89K +1,940 New
CW
1466
Cabot-Wellington
Massachusetts
$87K +$87K +1,885 New
MRCM
1467
M&R Capital Management
New Jersey
$86K – – –
MCM
1468
McMillion Capital Management
North Carolina
$85K +$85K +1,850 New
RAM
1469
Riggs Asset Management
Pennsylvania
$83K -$4.84K -105 -6%
KC
1470
Knuff & Co
California
$83K -$3.24K -70 -4%
AWM
1471
AllSquare Wealth Management
New York
$83K – – –
NCM
1472
New Capital Management
Texas
$81K -$6.41K -140 -7%
FWM
1473
Focused Wealth Management
New York
$80K – – –
LJHT
1474
Laurie J. Hall Trustee
$77K – – –
HIM
1475
HawsGoodwin Investment Management
Tennessee
$77K – – –
57 58
59
60 61