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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 %
BCM
1501
Buckhead Capital Management
Georgia
– -$243K -5,900 Closed
KFP
1502
KMG Fiduciary Partners
Ohio
– -$241K -5,865 Closed
PIA
1503
Pinion Investment Advisors
Kansas
– -$239K -5,805 Closed
BSA
1504
Bull Street Advisors
Georgia
– -$236K -5,745 Closed
BCP
1505
Berkeley Capital Partners
Georgia
– -$236K -5,725 Closed
PCM
1506
Princeton Capital Management
New Jersey
– -$232K -5,675 Closed
KM
1507
Kalos Management
Georgia
– -$233K -5,660 Closed
HBT
1508
Hills Bank & Trust
Iowa
– -$233K -5,655 Closed
LSAG
1509
Lake Street Advisors Group
New Hampshire
– -$233K -5,650 Closed
NAM
1510
North American Management
Massachusetts
– -$232K -5,645 Closed
LCP
1511
Legacy Capital Partners
Wisconsin
– -$231K -5,615 Closed
HC
1512
Hamilton Capital
Ohio
– -$230K -5,595 Closed
VAG
1513
VisionPoint Advisory Group
Texas
– -$229K -5,560 Closed
OBGC
1514
O'Brien Greene & Co
Pennsylvania
– -$225K -5,470 Closed
ACM
1515
Arlington Capital Management
Illinois
– -$223K -5,425 Closed
BFG
1516
Barber Financial Group
Kansas
– -$223K -5,420 Closed
AWMG
1517
Alliance Wealth Management Group
New Jersey
– -$220K -5,390 Closed
PLFAM
1518
Pineno Levin & Ford Asset Management
Virginia
– -$220K -5,340 Closed
HCM
1519
Hall Capital Management
Rhode Island
– -$219K -5,315 Closed
BOS
1520
Bingham Osborn & Scarborough
California
– -$219K -5,310 Closed
AIA
1521
Avalon Investment & Advisory
Texas
– -$218K -5,305 Closed
ACA
1522
Ascension Capital Advisors
Texas
– -$217K -5,265 Closed
BHTS
1523
Bar Harbor Trust Services
Maine
– -$217K -5,265 Closed
ODCM
1524
Old Dominion Capital Management
Virginia
– -$215K -5,230 Closed
AMCA
1525
Arthur M. Cohen & Associates
Illinois
– -$215K -5,210 Closed
59 60
61
62 63