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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$349M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$240M
3
Osaic Holdings
Osaic Holdings
Arizona
+$179M
4
BlackRock
BlackRock
New York
+$123M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$118M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$561M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$127M
3
HNB
Huntington National Bank
Ohio
-$113M
4
GHA
GW Henssler & Associates
Georgia
-$70.5M
5
PI
PFS Investments
Georgia
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
1451
Zuckerman Investment Group
Illinois
$212K +$212K +4,075 New
DCM
1452
Donaldson Capital Management
Indiana
$211K -$37.2K -715 -15%
DMC
1453
Drexel Morgan & Co
Pennsylvania
$211K +$211K +4,050 New
KP
1454
Keel Point
Alabama
$211K +$211K +4,060 New
FDS
1455
Freedom Day Solutions
Texas
$210K +$210K +4,025 New
SAM
1456
Smithbridge Asset Management
Pennsylvania
$210K +$210K +4,025 New
MGIA
1457
Matthew Goff Investment Advisor
Texas
$210K +$210K +4,030 New
OIS
1458
Okabena Investment Services
Minnesota
$209K +$209K +4,010 New
PGAM
1459
Princeton Global Asset Management
New Jersey
$208K – – –
CCM
1460
Chilton Capital Management
Texas
$208K +$208K +4,000 New
FNBTCON
1461
First National Bank & Trust Co of Newtown
Pennsylvania
$207K +$207K +3,975 New
CI
1462
CX Institutional
Indiana
$202K +$54.7K +1,050 +37%
SB
1463
Sunflower Bank
Texas
$202K +$202K +3,875 New
RRA
1464
Round Rock Advisors
Connecticut
$202K +$202K +3,875 New
CBTWT
1465
Community Bank & Trust (Waco, Texas)
Texas
$202K +$202K +3,880 New
MIM
1466
MTM Investment Management
South Carolina
$197K -$19.2K -370 -9%
VCM
1467
Vigilant Capital Management
Maine
$195K – – –
WWM
1468
Wagner Wealth Management
South Carolina
$188K – – –
PSIWM
1469
Paradigm Strategies in Wealth Management
Minnesota
$185K +$185K +3,550 New
TWM
1470
Tradition Wealth Management
Minnesota
$183K – – –
MFA
1471
McClarren Financial Advisors
Pennsylvania
$181K +$520 +10 +0.3%
JCM
1472
Jacobi Capital Management
Pennsylvania
$180K +$3.91K +75 +2%
JWM
1473
Janiczek Wealth Management
Colorado
$176K – – –
GWSG
1474
GPS Wealth Strategies Group
Colorado
$170K +$170K +3,270 New
WCAMG
1475
Woodard & Company Asset Management Group
North Carolina
$167K – – –
57 58
59
60 61