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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 %
LPWM
1576
Lake Point Wealth Management
Texas
$34K +$34K +630 New
BAM
1577
Baldrige Asset Management
Pennsylvania
$33K +$33K +620 New
ME
1578
McIlrath & Eck
Washington
$31K -$2.92K -55 -9%
CICI
1579
Capital Investment Counsel Inc
North Carolina
$31K – – –
ST
1580
Sageworth Trust
Pennsylvania
$31K – – –
JAWM
1581
J. Arnold Wealth Management
Ohio
$31K – – –
PWA
1582
Phoenix Wealth Advisors
North Carolina
$30K – – –
RPCA
1583
Running Point Capital Advisors
California
$30K – – –
HR
1584
Howe & Rusling
New York
$28K – – –
GCM
1585
Gables Capital Management
Florida
$27K – – –
RE
1586
RBC Europe
United Kingdom
$24.5K – – –
CCMW
1587
Cypress Capital Management (Wyoming)
Wyoming
$24K – – –
GA
1588
GoalVest Advisory
New York
$24K +$24K +450 New
EW
1589
Emerson Wealth
Michigan
$22K – – –
MSFP
1590
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
FWM
1591
Filbrandt Wealth Management
Wisconsin
$20K – – –
CTB
1592
Country Trust Bank
Illinois
$20K +$9.47K +180 +90%
TCM
1593
Tradewinds Capital Management
Washington
$19K -$34K -635 -64%
IRC
1594
Investors Research Corp
Georgia
$19K +$17.4K +320 +1,067%
FCMT
1595
Founders Capital Management (Texas)
Texas
$18K -$1.32K -25 -7%
LCM
1596
Logan Capital Management
Pennsylvania
$18K +$18K +330 New
MWM
1597
MTC Wealth Management
Florida
$16.4K -$2.6K -48,325 -14%
CFN
1598
Cordasco Financial Network
Florida
$15K – – –
SIS
1599
Sound Income Strategies
Florida
$15K +$2.46K +45 +20%
LJHT
1600
Laurie J. Hall Trustee
$13K -$13K -250 -50%
62 63
64
65 66