IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$324M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
3
TA
Tiedemann Advisors
New York
$97.2M
4
Morgan Stanley
Morgan Stanley
New York
$879M
5
FCAS
First Command Advisory Services
Texas
$333M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.35B
2
Bank of America
Bank of America
North Carolina
$1.79B
3
HNB
Huntington National Bank
Ohio
$105M
4
Creative Planning
Creative Planning
Kansas
$160M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
1476
Clear Creek Financial Management
Washington
– -$293K -7,140 Closed
ACM
1477
Advisors Capital Management
New Jersey
– -$286K -6,955 Closed
CBA
1478
Coastal Bridge Advisors
Connecticut
– -$285K -6,925 Closed
5L
1479
55I LLC
Massachusetts
– -$283K -6,870 Closed
RBFC
1480
Roman Butler Fullerton & Co
Missouri
– -$282K -6,850 Closed
LWM
1481
Lyell Wealth Management
California
– -$282K -6,850 Closed
HFS
1482
Haverford Financial Services
Pennsylvania
– -$281K -6,825 Closed
T. Rowe Price Associates
1483
T. Rowe Price Associates
Maryland
– -$279K -6,775 Closed
PD
1484
Planning Directions
Pennsylvania
– -$278K -6,750 Closed
GCA
1485
Gradient Capital Advisors
California
– -$275K -6,680 Closed
FAT
1486
First American Trust
California
– -$271K -6,600 Closed
FFA
1487
First Foundation Advisors
California
– -$271K -6,585 Closed
PWP
1488
Private Wealth Partners
California
– -$269K -6,545 Closed
SCM
1489
Schnieders Capital Management
California
– -$266K -6,470 Closed
MTC
1490
McDaniel Terry & Co
Texas
– -$266K -6,465 Closed
RI
1491
Ridgewood Investments
New Jersey
– -$266K -6,465 Closed
RW
1492
REDW Wealth
New Mexico
– -$266K -6,460 Closed
SMH
1493
Sanders Morris Harris
Texas
– -$239K -6,315 Closed
PAMG
1494
Patton Albertson Miller Group
Tennessee
– -$258K -6,270 Closed
IWA
1495
Intercontinental Wealth Advisors
Texas
– -$260K -6,250 Closed
MFW
1496
Mosaic Family Wealth
Missouri
– -$256K -6,215 Closed
GBBWRPM
1497
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$254K -6,175 Closed
BMA
1498
Brooks Moore & Associates
Tennessee
– -$247K -6,000 Closed
CFA
1499
Capstone Financial Advisors
Illinois
– -$244K -5,930 Closed
JC
1500
Jentner Corp
Ohio
– -$243K -5,900 Closed
58 59
60
61 62