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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,577 hedge funds and large institutions have $38.5B invested in iShares Core S&P Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 552 increasing their positions, 593 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+185
Holders Change %
+13.29%
% of All Funds
27.98%
Holding in Top 10
273
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+15.68%
% of All Funds
4.84%
New
250
Increased
552
Reduced
593
Closed
41
Calls
$53.5M
Puts
$26.6M
Net Calls
+$26.9M
Net Calls Change
+$1.43M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$65M
2
LPL Financial
LPL Financial
California
+$64M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.4M
4
Millennium Management
Millennium Management
New York
+$54.4M
5
WANY
Wealthspire Advisors (New York)
New York
+$48.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$122M
2
HI
Horizon Investments
North Carolina
-$114M
3
HNB
Huntington National Bank
Ohio
-$94.5M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$91.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
1501
Legacy Bridge
Iowa
$46K – – –
PP
1502
Paloma Partners
Connecticut
$46K +$46K +1,000 New
MF
1503
Manchester Financial
California
$43K – – –
IBOK
1504
Independence Bank of Kentucky
Kentucky
$41K – – –
CIM
1505
Contravisory Investment Management
Massachusetts
$39K – – –
HFA
1506
HC Financial Advisors
California
$39K +$30.9K +670 +383%
SWA
1507
Sutton Wealth Advisors
Florida
$38.2K – – –
BAM
1508
Bellevue Asset Management
Washington
$37K – – –
RMC
1509
Resources Management Corp
Connecticut
$36K – – –
CCM
1510
Cribstone Capital Management
Maine
$36K +$35.1K +755 +3,775%
SMA
1511
Sage Mountain Advisors
Georgia
$35K +$35K +765 New
KFO
1512
Kopp Family Office
Minnesota
$34K – – –
EAM
1513
Eukles Asset Management
Ohio
$34K +$6.48K +140 +24%
FGAM
1514
Financial Gravity Asset Management
Texas
$34K +$34K +745 New
SSWG
1515
Seven Springs Wealth Group
Tennessee
$33K – – –
PCA
1516
Peddock Capital Advisors
Massachusetts
$33K +$33K +725 New
SWP
1517
ShoreHaven Wealth Partners
New Jersey
$32K +$32K +690 New
FWM
1518
FSA Wealth Management
Massachusetts
$32K +$32K +700 New
ADL
1519
Asset Dedication LLC
California
$30K – – –
TFM
1520
TFC Financial Management
Massachusetts
$30K +$233 +5 +0.8%
RCM
1521
Rain Capital Management
Oregon
$29K – – –
NFSG
1522
Newbridge Financial Services Group
Florida
$29K – – –
CICI
1523
Capital Investment Counsel Inc
North Carolina
$27K – – –
ST
1524
Sageworth Trust
Pennsylvania
$26K – – –
PWA
1525
Phoenix Wealth Advisors
North Carolina
$26K +$26K +560 New
59 60
61
62 63