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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 %
MFP
1501
Meridian Financial Partners
Virginia
$333K – – –
HGERS
1502
Householder Group Estate & Retirement Specialist
Arizona
$333K +$333K +5,885 New
AIC
1503
Archer Investment Corporation
Indiana
$330K – – –
EHPM
1504
Emery Howard Portfolio Management
California
$330K +$283 +5 +0.1%
PWS
1505
Peterson Wealth Services
Utah
$330K +$330K +5,825 New
PIA
1506
Pinion Investment Advisors
Kansas
$329K – – –
EWP
1507
Engrave Wealth Partners
Texas
$329K – – –
AWAG
1508
ARS Wealth Advisors Group
Florida
$325K – – –
BSA
1509
Bull Street Advisors
Georgia
$325K – – –
HR
1510
Hayden Royal
North Carolina
$325K +$6.79K +120 +2%
BHTS
1511
Bar Harbor Trust Services
Maine
$325K +$9.91K +175 +3%
RFA
1512
Resurgent Financial Advisors
Georgia
$324K +$324K +5,720 New
AWM
1513
Aberdeen Wealth Management
Illinois
$324K +$324K +5,725 New
CCT
1514
Capital City Trust
Florida
$323K – – –
KFP
1515
KMG Fiduciary Partners
Ohio
$323K +$16.7K +295 +5%
SW
1516
SkyOak Wealth
Michigan
$322K -$1.13K -20 -0.4%
PIA
1517
Perennial Investment Advisors
California
$321K -$56.5K -995 -15%
PCM
1518
Princeton Capital Management
New Jersey
$321K – – –
SBL
1519
Sargent Bickham Lagudis
Colorado
$320K – – –
SW
1520
SlateStone Wealth
Florida
$320K – – –
Betterment LLC
1521
Betterment LLC
New York
$320K +$320K +5,645 New
ADBIC
1522
A.D. Beadell Investment Counsel
Wisconsin
$319K – – –
DCM
1523
Donaldson Capital Management
Indiana
$319K +$14.2K +250 +5%
CPA
1524
Capital Planning Advisors
California
$317K +$9.62K +170 +3%
SRC
1525
Shufro Rose & Co
New York
$317K +$317K +5,600 New
59 60
61
62 63