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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$151M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
3
LPL Financial
LPL Financial
California
+$94.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
5
Mariner
Mariner
Kansas
+$50.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.82B
2
RJA
Raymond James & Associates
Florida
-$350M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$224M
4
Wells Fargo
Wells Fargo
California
-$163M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1451
Evolution Wealth Advisors
Florida
$235K – – –
NSAM
1452
North Star Asset Management
Wisconsin
$234K +$234K +4,450 New
LJAC
1453
L.J. Altfest & Co
New York
$233K – – –
WFA
1454
WestHill Financial Advisors
California
$233K +$233K +4,440 New
AIM
1455
Axiom Investment Management
New York
$232K -$73.1K -1,395 -24%
WAM
1456
WNY Asset Management
New York
$232K -$2.12K -40 -0.9%
PAM
1457
Premier Asset Management
Illinois
$232K – – –
TSW
1458
Thompson Siegel & Walmsley
Virginia
$230K – – –
VBFG
1459
Vishria Bird Financial Group
Tennessee
$229K – – –
VC
1460
Veracity Capital
Georgia
$228K – – –
SIM
1461
Sonora Investment Management
Arizona
$228K +$75.1K +1,425 +49%
COF
1462
Capital One Financial
Virginia
$227K -$98.2K -1,865 -30%
SMG
1463
Spectrum Management Group
Indiana
$225K -$29.7K -565 -12%
CIP
1464
Capital Insight Partners
Arizona
$224K – – –
PWM
1465
Praetorian Wealth Management
California
$224K +$13.1K +250 +6%
ACA
1466
Aptus Capital Advisors
Alabama
$224K +$122K +2,315 +119%
EP
1467
Edgestream Partners
New Jersey
$223K -$286K -5,420 -56%
SSWM
1468
Smith Salley Wealth Management
North Carolina
$223K -$219K -4,155 -50%
RPG
1469
Resource Planning Group
Georgia
$222K – – –
WG
1470
Welch Group
Alabama
$219K -$15.3K -290 -7%
CAM
1471
Covenant Asset Management
New Jersey
$218K – – –
LSA
1472
Lion Street Advisors
Texas
$218K +$218K +4,140 New
FWI
1473
Facet Wealth Inc
Maryland
$218K +$218K +4,150 New
PIFP
1474
Partners in Financial Planning
Virginia
$217K +$526 +10 +0.2%
SC
1475
Stolper & Co
Oklahoma
$216K -$2.37K -45 -1%
57 58
59
60 61