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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,857 hedge funds and large institutions have $49.5B invested in iShares Core S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 822 increasing their positions, 473 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,857
Holders Change
+223
Holders Change %
+13.65%
% of All Funds
28.68%
Holding in Top 10
313
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+13.41%
% of All Funds
4.83%
New
306
Increased
822
Reduced
473
Closed
50
Calls
$44.3M
Puts
$4.64M
Net Calls
+$39.7M
Net Calls Change
-$165M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$211M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$157M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$137M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$61.8M
5
Bank of America
Bank of America
North Carolina
+$60.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$133M
2
WANY
Wealthspire Advisors (New York)
New York
-$125M
3
HI
Harbour Investments
Wisconsin
-$83M
4
HF
HRT Financial
New York
-$46.2M
5
MA
MCF Advisors
Kentucky
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
1476
Fort Point Capital Partners
California
$355K – – –
IA
1477
Inspire Advisors
Idaho
$354K +$61.4K +1,085 +21%
ERIM
1478
Eagle Ridge Investment Management
Connecticut
$353K +$283 +5 +0.1%
MAM
1479
Mystic Asset Management
Rhode Island
$352K +$352K +6,225 New
MPW
1480
Monterey Private Wealth
California
$351K +$22.4K +395 +7%
CF
1481
Convergence Financial
Missouri
$350K +$350K +6,180 New
BFA
1482
Bluestem Financial Advisors
Illinois
$349K +$283 +5 +0.1%
KC
1483
Kingfisher Capital
North Carolina
$348K +$1.41K +25 +0.4%
GCA
1484
Gradient Capital Advisors
California
$347K – – –
IDA
1485
Intelligence Driven Advisers
California
$344K -$107K -2,075 -24%
PCA
1486
Pallas Capital Advisors
Massachusetts
$344K -$34.6K -670 -9%
CST
1487
Charles Schwab Trust
Nevada
$342K +$342K +6,045 New
WA
1488
Winfield Associates
Ohio
$341K +$14.2K +250 +4%
Toronto Dominion Bank
1489
Toronto Dominion Bank
Ontario, Canada
$339K – – –
DHFB
1490
Dixon Hubard Feinour & Brown
Virginia
$339K +$339K +5,980 New
AFG
1491
Allegheny Financial Group
Pennsylvania
$338K +$849 +15 +0.3%
AWM
1492
Affinity Wealth Management
Delaware
$336K -$46.4K -860 -12%
SHFA
1493
SC&H Financial Advisors
Maryland
$336K +$336K +5,940 New
BBA
1494
Braun-Bostich & Associates
Pennsylvania
$336K +$336K +6,230 New
RWM
1495
Ritholtz Wealth Management
New York
$335K – – –
MWM
1496
McNaughton Wealth Management
California
$335K – – –
WAM
1497
WealthTrust Asset Management
Florida
$335K – – –
EC
1498
Estate Counselors
Wisconsin
$334K -$164K -2,900 -33%
JC
1499
Jentner Corp
Ohio
$334K – – –
HNW
1500
High Note Wealth
Minnesota
$334K – – –
58 59
60
61 62