IJH icon

iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
1651
McMillion Capital Management
North Carolina
-$85K -1,850 Closed
CWP
1652
Concord Wealth Partners
Virginia
-$75K -1,625 Closed
SFG
1653
Sowa Financial Group
Rhode Island
-$50K -1,095 Closed
SIAG
1654
Safeguard Investment Advisory Group
California
-$49K -1,065 Closed
CTFG
1655
Capstone Triton Financial Group
Oklahoma
-$49K -1,065 Closed
PP
1656
Paloma Partners
Connecticut
-$46K -1,000 Closed
CIM
1657
Contravisory Investment Management
Massachusetts
-$39K -855 Closed
FGAM
1658
Financial Gravity Asset Management
Texas
-$34K -745 Closed
PCA
1659
Peddock Capital Advisors
Massachusetts
-$33K -725 Closed
FWM
1660
FSA Wealth Management
Massachusetts
-$32K -700 Closed
AWA
1661
Artemis Wealth Advisors
New York
-$23.2K -505 Closed
GA
1662
GoalVest Advisory
New York
-$23K -505 Closed
FA
1663
Fortis Advisors
Pennsylvania
-$15K -325 Closed
HWA
1664
HCR Wealth Advisors
California
-$14K -300 Closed
FMB
1665
Field & Main Bank
Kentucky
-$9K -200 Closed
D
1666
Diversified
Delaware
-$7K -195 Closed
HCP
1667
Hexagon Capital Partners
Arkansas
-$8K -190 Closed
LGA
1668
Lebenthal Global Advisors
New York
-$8K -180 Closed
FMP
1669
Financial Management Professionals
Texas
-$7K -150 Closed
BHWM
1670
Bay Harbor Wealth Management
Maryland
-$3K -75 Closed
ACB
1671
Aristotle Capital Boston
Massachusetts
-$2K -50 Closed