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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,857 hedge funds and large institutions have $49.5B invested in iShares Core S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 822 increasing their positions, 473 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,857
Holders Change
+223
Holders Change %
+13.65%
% of All Funds
28.68%
Holding in Top 10
313
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+13.41%
% of All Funds
4.83%
New
306
Increased
822
Reduced
473
Closed
50
Calls
$44.3M
Puts
$4.64M
Net Calls
+$39.7M
Net Calls Change
-$165M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$211M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$157M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$137M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$61.8M
5
Bank of America
Bank of America
North Carolina
+$60.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$133M
2
WANY
Wealthspire Advisors (New York)
New York
-$125M
3
HI
Harbour Investments
Wisconsin
-$83M
4
HF
HRT Financial
New York
-$46.2M
5
MA
MCF Advisors
Kentucky
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1701
TD Capital Management
Tennessee
$167K +$283 +5 +0.2%
DCM
1702
Disciplina Capital Management
Tennessee
$166K +$53.8K +950 +48%
SC
1703
Steph & Co
Wisconsin
$163K – – –
CI
1704
Cordant Inc
Oregon
$156K +$283 +5 +0.2%
CWP
1705
Concord Wealth Partners
Virginia
$153K +$153K +2,700 New
ACB
1706
Aristotle Capital Boston
Massachusetts
$153K +$153K +2,705 New
RMC
1707
Resources Management Corp
Connecticut
$147K – – –
FM
1708
Family Management
New York
$145K – – –
AW
1709
Alaethes Wealth
Nevada
$140K – – –
KFS
1710
Kelly Financial Services
Massachusetts
$139K -$6.86M -121,360 -98%
BDWM
1711
Brewin Dolphin Wealth Management
Ireland
$139K – – –
SA
1712
SRH Advisors
Kansas
$136K – – –
BW
1713
Bison Wealth
Georgia
$135K -$1.36M -24,040 -91%
IWP
1714
IAG Wealth Partners
Wisconsin
$133K -$5.39K -95 -4%
SMA
1715
Sage Mountain Advisors
Georgia
$132K – – –
WBC
1716
West Branch Capital
Massachusetts
$128K +$282 +5 +0.2%
RCA
1717
Riverview Capital Advisers
Massachusetts
$125K +$125K +2,215 New
BA
1718
Ballast Advisors
Minnesota
$121K – – –
WB
1719
West Bancorporation
Iowa
$121K +$121K +2,130 New
MFA
1720
McClarren Financial Advisors
Pennsylvania
$118K -$91.9K -1,620 -44%
SFC
1721
SYM Financial Corp
Indiana
$118K – – –
PWMG
1722
Prestige Wealth Management Group
New Jersey
$117K -$10.2K -180 -8%
PSB
1723
Piscataqua Savings Bank
New Hampshire
$117K +$42.4K +750 +57%
AWM
1724
Aspire Wealth Management
Massachusetts
$117K +$117K +2,075 New
Manulife (Manufacturers Life Insurance)
1725
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117K -$111K -1,956,610 -49%
67 68
69
70 71