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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$349M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$240M
3
Osaic Holdings
Osaic Holdings
Arizona
+$179M
4
BlackRock
BlackRock
New York
+$123M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$118M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$561M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$127M
3
HNB
Huntington National Bank
Ohio
-$113M
4
GHA
GW Henssler & Associates
Georgia
-$70.5M
5
PI
PFS Investments
Georgia
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
1576
Founders Capital Management (Texas)
Texas
$19K – – –
FWM
1577
Filbrandt Wealth Management
Wisconsin
$19K – – –
MLFP
1578
MPS Loria Financial Planners
Illinois
$18K -$257 -5 -1%
TAM
1579
Tucker Asset Management
Colorado
$16.9K +$13K +250 +333%
KIG
1580
Kessler Investment Group
Indiana
$16K +$16K +315 New
HFA
1581
HC Financial Advisors
California
$15K -$30.3K -565 -67%
CFN
1582
Cordasco Financial Network
Florida
$15K – – –
ADL
1583
Asset Dedication LLC
California
$13K -$21.8K -410 -63%
SIS
1584
Sound Income Strategies
Florida
$12K – – –
CPWM
1585
Cypress Point Wealth Management
Texas
$11K – – –
SAI
1586
Systematic Alpha Investments
New Jersey
$11K +$8.85K +165 +413%
TWP
1587
TFO Wealth Partners
Ohio
$10K -$5K -95 -33%
LDFR
1588
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
BL
1589
Balentine LLC
Georgia
$10K – – –
CG
1590
Cutler Group
California
$10K +$10K +195 New
CTB
1591
Country Trust Bank
Illinois
$10K +$10K +200 New
TCWA
1592
Ten Capital Wealth Advisors
Washington
$8K -$2.12K -45 -21%
TWA
1593
TCI Wealth Advisors
Arizona
$8K – – –
PA
1594
Perennial Advisors
New York
$8K – – –
CP
1595
Corbenic Partners
Pennsylvania
$7K – – –
TFA
1596
Toth Financial Advisory
Virginia
$7K – – –
LWP
1597
Laurel Wealth Planning
Minnesota
$6K – – –
ED
1598
Exane Derivatives
France
$4.43K – – –
LWA
1599
Lowe Wealth Advisors
Maryland
$4K -$857 -15 -18%
TVWM
1600
Tower View Wealth Management
Wisconsin
$4K – – –
62 63
64
65 66