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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$336M
2
USAA
United Services Automobile Association
Texas
$343M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$238M
4
HNB
Huntington National Bank
Ohio
$135M
5
SW
SVB Wealth
Massachusetts
$133M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.48B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$613M
3
Osaic Holdings
Osaic Holdings
Arizona
$162M
4
Wells Fargo
Wells Fargo
California
$3.15B
5
CCMG
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
1551
Roble Belko & Company
Pennsylvania
$71K – – –
PSB
1552
Piscataqua Savings Bank
New Hampshire
$71K – – –
MWA
1553
Moser Wealth Advisors
Washington
$69K – – –
BCM
1554
Blume Capital Management
California
$68K +$68K +1,265 New
AWM
1555
Accel Wealth Management
Iowa
$67K – – –
RFA
1556
Reilly Financial Advisors
California
$65K – – –
FA
1557
Faithward Advisors
Pennsylvania
$60K – – –
LB
1558
Legacy Bridge
Iowa
$54K – – –
PP
1559
PrairieView Partners
Minnesota
$52K -$10.9K -205 -17%
FFC
1560
First Financial Corp
Indiana
$52K -$10.7K -200 -17%
DAM
1561
Delta Asset Management
Tennessee
$51K -$15.2K -285 -23%
IBOK
1562
Independence Bank of Kentucky
Kentucky
$51K +$3.2K +60 +7%
LFG
1563
Larson Financial Group
Missouri
$49K +$27.2K +510 +124%
SWA
1564
Sutton Wealth Advisors
Florida
$45.1K +$537 +10 +1%
PWM
1565
Prentice Wealth Management
New York
$44K – – –
LAS
1566
Lloyd Advisory Services
Georgia
$44K +$810 +15 +2%
CCM
1567
Cribstone Capital Management
Maine
$42K -$5.42K -100 -11%
KFO
1568
Kopp Family Office
Minnesota
$40K – – –
BAM
1569
Bellevue Asset Management
Washington
$40K – – –
FMTCOCP
1570
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K +$40K +750 New
LC
1571
Lindbrook Capital
California
$40K +$40K +750 New
MCM
1572
Manchester Capital Management
Vermont
$38K -$10.1K -190 -21%
TFM
1573
TFC Financial Management
Massachusetts
$35K – – –
ADL
1574
Asset Dedication LLC
California
$35K +$21.9K +410 +167%
RCM
1575
Rain Capital Management
Oregon
$34K +$270 +5 +0.8%
61 62
63
64 65