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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$226M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$185M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$143M
4
WANY
Wealthspire Advisors (New York)
New York
+$111M
5
MRC
Millburn Ridgefield Corp
New York
+$75.5M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$883M
2
USAA
United Services Automobile Association
Texas
-$277M
3
TA
Tiedemann Advisors
New York
-$257M
4
HNB
Huntington National Bank
Ohio
-$143M
5
Wells Fargo
Wells Fargo
California
-$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSA
1526
Bull Street Advisors
Georgia
$260K – – –
AWM
1527
Aberdeen Wealth Management
Illinois
$259K – – –
MWM
1528
Madison Wealth Management
Ohio
$257K – – –
WPC
1529
White Pine Capital
Minnesota
$256K +$60K +1,325 +31%
NCM
1530
Noesis Capital Mangement
Florida
$255K – – –
PD
1531
Planning Directions
Pennsylvania
$254K +$2.26K +50 +0.9%
MWM
1532
McNaughton Wealth Management
California
$253K – – –
KP
1533
Keel Point
Alabama
$252K -$10.7K -210 -4%
KC
1534
Kenfarb & Co
Kentucky
$252K – – –
SLF
1535
Sun Life Financial
Ontario, Canada
$251K – – –
MPW
1536
Monterey Private Wealth
California
$251K +$226 +5 +0.1%
CDIA
1537
Capital Directions Investment Advisors
Georgia
$251K +$17K +375 +7%
FIA
1538
Foundations Investment Advisors
Arizona
$251K +$251K +5,530 New
CHAM
1539
Clear Harbor Asset Management
Connecticut
$249K – – –
DHFB
1540
Dixon Hubard Feinour & Brown
Virginia
$248K – – –
BTW
1541
Boston Trust Walden
Massachusetts
$248K – – –
MM
1542
Meridian Management
Arkansas
$247K -$613K -13,540 -71%
FM
1543
Foster & Motley
Ohio
$247K -$48.5K -1,070 -16%
CPSAC
1544
Chas P. Smith & Associates (CPS)
Florida
$245K – – –
DCM
1545
Donaldson Capital Management
Indiana
$245K +$2.26K +50 +0.9%
BFA
1546
Bluestem Financial Advisors
Illinois
$244K -$35.3K -780 -13%
LWAC
1547
Laurel Wealth Advisors (California)
California
$244K -$33.9K -750 -12%
TWP
1548
Total Wealth Planning
Ohio
$244K -$26.9K -595 -10%
GA
1549
Geller Advisors
New York
$244K – – –
JC
1550
JB Capital
Connecticut
$244K +$2.94K +65 +1%
60 61
62
63 64