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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 %
PFG
1551
PAX Financial Group
Texas
$244K +$7.7K +170 +3%
CPA
1552
Capital Planning Advisors
California
$242K -$11.3K -250 -4%
SWM
1553
Segment Wealth Management
Texas
$242K – – –
MWA
1554
Monograph Wealth Advisors
California
$242K – – –
VWA
1555
Visionary Wealth Advisors
Illinois
$242K +$1.36K +30 +0.6%
FP
1556
Financial Perspectives
Minnesota
$241K – – –
BFIM
1557
Beese Fulmer Investment Management
Ohio
$241K +$241K +5,320 New
OSAM
1558
O'Shaughnessy Asset Management
Connecticut
$240K +$12.2K +270 +5%
BBW
1559
Blue Barn Wealth
Utah
$239K -$11.3K -250 -5%
SBL
1560
Sargent Bickham Lagudis
Colorado
$239K – – –
LWM
1561
Laidlaw Wealth Management
New York
$239K – – –
SWRP
1562
Summit Wealth & Retirement Planning
California
$239K +$239K +5,275 New
EC
1563
Estate Counselors
Wisconsin
$238K – – –
B
1564
Bellecapital
Switzerland
$238K – – –
Bank of Montreal
1565
Bank of Montreal
Ontario, Canada
$238K +$6.68K +144,000 +3%
CDH
1566
Charles D. Hyman
$237K – – –
CWS
1567
Cypress Wealth Services
California
$237K +$24.6K +545 +12%
BCM
1568
BTC Capital Management
Iowa
$236K -$834K -18,455 -78%
ACA
1569
Affinity Capital Advisors
California
$236K +$2.49K +55 +1%
IA
1570
Inspire Advisors
Idaho
$236K +$16.3K +360 +7%
JSL
1571
JT Stratford LLC
Georgia
$235K +$235K +5,195 New
GIA
1572
Goodwin Investment Advisory
Georgia
$234K -$57.5K -1,270 -20%
BFG
1573
Barber Financial Group
Kansas
$234K +$234K +5,160 New
KFP
1574
KMG Fiduciary Partners
Ohio
$233K -$12.9K -285 -5%
CAM
1575
Crestone Asset Management
Colorado
$233K – – –
61 62
63
64 65