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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 %
RPCA
1526
Running Point Capital Advisors
California
$26K +$26K +565 New
ME
1527
McIlrath & Eck
Washington
$24K – – –
AWA
1528
Artemis Wealth Advisors
New York
$23.2K +$23.2K +505 New
GCM
1529
Gables Capital Management
Florida
$23K – – –
GA
1530
GoalVest Advisory
New York
$23K +$23K +505 New
CCMW
1531
Cypress Capital Management (Wyoming)
Wyoming
$21K – – –
RE
1532
RBC Europe
United Kingdom
$20.9K – – –
LFG
1533
Larson Financial Group
Missouri
$19K -$7.42K -160 -28%
MSFP
1534
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
HR
1535
Howe & Rusling
New York
$18K – – –
First Manhattan
1536
First Manhattan
New York
$18K – – –
FWM
1537
Filbrandt Wealth Management
Wisconsin
$17K – – –
FCMT
1538
Founders Capital Management (Texas)
Texas
$17K +$17K +365 New
TCM
1539
Tradewinds Capital Management
Washington
$16K – – –
MLFP
1540
MPS Loria Financial Planners
Illinois
$16K – – –
FA
1541
Fortis Advisors
Pennsylvania
$15K +$15K +325 New
ACA
1542
Aptus Capital Advisors
Alabama
$14K -$129K -3,000 -90%
HWA
1543
HCR Wealth Advisors
California
$14K – – –
CFN
1544
Cordasco Financial Network
Florida
$13K – – –
TWP
1545
TFO Wealth Partners
Ohio
$13K – – –
SIS
1546
Sound Income Strategies
Florida
$11K – – –
CPWM
1547
Cypress Point Wealth Management
Texas
$10K +$10K +215 New
TCWA
1548
Ten Capital Wealth Advisors
Washington
$10K +$10K +215 New
BL
1549
Balentine LLC
Georgia
$9K -$231 -5 -3%
LDFR
1550
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
60 61
62
63 64