IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$349M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$240M
3
Osaic Holdings
Osaic Holdings
Arizona
+$179M
4
BlackRock
BlackRock
New York
+$123M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$118M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$561M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$127M
3
HNB
Huntington National Bank
Ohio
-$113M
4
GHA
GW Henssler & Associates
Georgia
-$70.5M
5
PI
PFS Investments
Georgia
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1501
Ballast Advisors
Minnesota
$111K – – –
DCM
1502
Disciplina Capital Management
Tennessee
$111K +$24.7K +475 +29%
BCM
1503
Bourgeon Capital Management
Connecticut
$104K – – –
KFP
1504
KB Financial Partners
New Jersey
$104K +$104K +2,000 New
CMBA
1505
C.M. Bidwell & Associates
Hawaii
$103K – – –
HWM
1506
Holloway Wealth Management
Florida
$102K -$90K – –
TCWM
1507
Total Clarity Wealth Management
Illinois
$102K +$102K +1,950 New
CW
1508
Cabot-Wellington
Massachusetts
$98K – – –
MRCM
1509
M&R Capital Management
New Jersey
$97K – – –
AWM
1510
AllSquare Wealth Management
New York
$94K – – –
RAM
1511
Riggs Asset Management
Pennsylvania
$94K – – –
NFSG
1512
Newbridge Financial Services Group
Florida
$94K +$61.5K +1,180 +189%
KC
1513
Knuff & Co
California
$93K – – –
NCM
1514
New Capital Management
Texas
$92K – – –
FWM
1515
Focused Wealth Management
New York
$91K +$261 +5 +0.3%
HFA
1516
Hoover Financial Advisors
Pennsylvania
$90K +$17.9K +330 +25%
HIM
1517
HawsGoodwin Investment Management
Tennessee
$87K – – –
WOC
1518
West Oak Capital
California
$86K – – –
CWA
1519
Clearview Wealth Advisors
Oregon
$81K – – –
EAM
1520
Eukles Asset Management
Ohio
$80K +$41.9K +810 +110%
First Manhattan
1521
First Manhattan
New York
$79K +$58.5K +1,130 +286%
AW
1522
Avion Wealth
Texas
$74K – – –
4FG
1523
4Thought Financial Group
New York
$72K +$72K +1,385 New
AP
1524
Atwood & Palmer
Missouri
$70K – – –
SN
1525
Sittner & Nelson
Oregon
$70K – – –
59 60
61
62 63