IJH icon

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 %
PLFAM
1476
Pineno Levin & Ford Asset Management
Virginia
$216K +$527 +10 +0.2%
ZIG
1477
Zuckerman Investment Group
Illinois
$214K – – –
MGIA
1478
Matthew Goff Investment Advisor
Texas
$212K – – –
FUBT
1479
First United Bank & Trust
Maryland
$212K – – –
CCM
1480
Chilton Capital Management
Texas
$210K – – –
PGAM
1481
Princeton Global Asset Management
New Jersey
$210K – – –
FNBTCON
1482
First National Bank & Trust Co of Newtown
Pennsylvania
$209K – – –
VFPI
1483
Vantage Financial Partners (Illinois)
Illinois
$209K +$209K +3,975 New
CI
1484
Ceera Investments
Texas
$208K +$208K +3,950 New
DE
1485
Day & Ennis
Georgia
$207K – – –
PPW
1486
Parcion Private Wealth
Washington
$206K +$206K +3,750 New
AA
1487
Addison Advisors
Vermont
$204K – – –
SWG
1488
Summit Wealth Group
Vermont
$203K +$203K +3,850 New
GG
1489
GenWealth Group
New Jersey
$200K -$9.75K -185 -5%
VCM
1490
Vigilant Capital Management
Maine
$197K -$8.94K -170 -4%
MFA
1491
McClarren Financial Advisors
Pennsylvania
$194K -$23.6K -450 -11%
FRA
1492
Front Row Advisors
California
$194K – – –
LWM
1493
Liberty Wealth Management
California
$194K +$526 +10 +0.3%
PCTC
1494
Perkins Coie Trust Company
Washington
$191K -$56.2K -1,070 -23%
MIM
1495
MTM Investment Management
South Carolina
$188K +$6.06K +115 +3%
GWSG
1496
GPS Wealth Strategies Group
Colorado
$188K +$13.4K +255 +8%
WWM
1497
Wagner Wealth Management
South Carolina
$187K -$13.6K -245 -7%
TWM
1498
Tradition Wealth Management
Minnesota
$186K – – –
JWM
1499
Janiczek Wealth Management
Colorado
$178K – – –
JHCP
1500
Jackson Hole Capital Partners
Oklahoma
$174K +$19.7K +375 +13%
58 59
60
61 62