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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M

Top Buyers

1
AA
Acorns Advisers
California
$200M
2
HI
Horizon Investments
North Carolina
$114M
3
PI
PFS Investments
Georgia
$67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$229M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
$73.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$94.5M
2
Wells Fargo
Wells Fargo
California
$2.42B
3
Financial Engines Advisors
Financial Engines Advisors
California
$656M
4
GSWM
Golden State Wealth Management
California
$3.94M
5
Ameriprise
Ameriprise
Minnesota
$369M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
126
HBC Financial Services
Washington
$33M -$13.7K -330 -0%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$33M +$6.49M +175,125 +25%
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$32.1M – – –
AWM
129
AE Wealth Management
Kansas
$31.7M -$659K -17,780 -2%
BSB
130
Bangor Savings Bank
Maine
$31.6M +$55K +1,485 +0.2%
KAS
131
Kestra Advisory Services
Texas
$31.6M +$31.6M +850,650 New
CAM
132
Chandler Asset Management
California
$31.3M +$1.15M +31,000 +4%
CAL
133
Capital Analysts LLC
Pennsylvania
$31.2M +$1.17M +31,630 +4%
FHA
134
First Horizon Advisors
Tennessee
$31M -$702K -18,950 -2%
FIB
135
First Interstate Bank
Montana
$30.9M -$1.36M -36,740 -4%
SS
136
Simplicity Solutions
Minnesota
$30.5M -$271K -7,320 -0.9%
JFA
137
JNBA Financial Advisors
Minnesota
$30M -$256K -6,920 -0.8%
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$29.3M +$395K +10,665 +1%
SOMRS
139
State of Michigan Retirement System
Michigan
$29.1M – – –
TCM
140
Twele Capital Management
Minnesota
$28.9M -$4.07M -109,840 -12%
Lazard Asset Management
141
Lazard Asset Management
New York
$28.9M -$147K -3,960 -0.5%
TC
142
Telemus Capital
Michigan
$28.4M -$69.7K -1,750 -0.2%
CFG
143
CKW Financial Group
Hawaii
$27.6M +$448K +11,935 +2%
Citigroup
144
Citigroup
New York
$27.5M -$294K -7,935 -1%
SWP
145
Stratos Wealth Partners
Ohio
$27.5M -$1.44M -38,720 -5%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$27.5M – – –
AWC
147
Abundance Wealth Counselors
Pennsylvania
$27.4M -$262K -7,080 -0.9%
TF
148
TimeScale Financial
Massachusetts
$26.9M -$229K -6,085 -0.8%
CG
149
Colony Group
Massachusetts
$26.9M +$764K +20,610 +3%
CIA
150
Capital Investment Advisors
Georgia
$26.7M -$444K -11,980 -2%
4 5
6
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