IJH icon

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 %
VNA
1601
Valley National Advisers
Pennsylvania
$13K +$13K +245 New
CPWM
1602
Cypress Point Wealth Management
Texas
$12K – – –
SAI
1603
Systematic Alpha Investments
New Jersey
$11K – – –
BL
1604
Balentine LLC
Georgia
$11K +$275 +5 +3%
TWP
1605
TFO Wealth Partners
Ohio
$10K – – –
LDFR
1606
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
TCWA
1607
Ten Capital Wealth Advisors
Washington
$9K – – –
SFPG
1608
Stonebridge Financial Planning Group
Florida
$8K -$14.4K -270 -64%
TWA
1609
TCI Wealth Advisors
Arizona
$8K – – –
PA
1610
Perennial Advisors
New York
$8K – – –
CP
1611
Corbenic Partners
Pennsylvania
$7K – – –
TFA
1612
Toth Financial Advisory
Virginia
$7K – – –
CP
1613
Castleview Partners
Texas
$7K +$7K +135 New
CCP
1614
Clarkston Capital Partners
Michigan
$7K +$7K +135 New
HFA
1615
HC Financial Advisors
California
$5K -$9.74K -185 -66%
MA
1616
Modus Advisors
Minnesota
$5K +$5K +90 New
ED
1617
Exane Derivatives
France
$4.53K – – –
TAM
1618
Tucker Asset Management
Colorado
$4.03K -$13.4K -250 -77%
LWA
1619
Lowe Wealth Advisors
Maryland
$4K – – –
TVWM
1620
Tower View Wealth Management
Wisconsin
$4K – – –
CB
1621
CNB Bank
Pennsylvania
$4K +$4K +75 New
BBHC
1622
Brown Brothers Harriman & Co
New York
$3.87K +$19 +355 +0.5%
MA
1623
MBA Advisors
Pennsylvania
$2.07K -$27 -500 -1%
WLPWM
1624
Walled Lake Planning & Wealth Management
Illinois
$2K – – –
PC
1625
Permanens Capital
New York
$2K +$2K +30 New
63 64
65
66 67