IJH icon

iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
151
Sigma Planning Corp
Michigan
$21M -$2.47M -85,910 -11%
BFA
152
Beaumont Financial Advisors
Massachusetts
$21M -$3.66M -127,315 -15%
TF
153
TimeScale Financial
Massachusetts
$21M +$9.42M +327,460 +81%
FMII
154
Farmers & Merchants Investments Inc
Nebraska
$20.6M +$5.63M +195,770 +38%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$20.5M +$2.25M +78,235 +12%
Fiera Capital (Canada)
156
Fiera Capital (Canada)
Quebec, Canada
$20.5M -$910K -31,645 -4%
HFS
157
HBC Financial Services
Washington
$20.3M +$22.8K +840 +0.1%
CPIG
158
Chicago Partners Investment Group
Illinois
$20M -$1.67M -53,670 -8%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$20M +$13.5M +468,580 +208%
BOS
160
Bank of Stockton
California
$19.9M -$987K -34,320 -5%
PWLP
161
Prio Wealth Limited Partnership
Massachusetts
$19.8M -$931K -32,370 -4%
Citigroup
162
Citigroup
New York
$19.7M -$7.61M -264,425 -28%
CG
163
Colony Group
Massachusetts
$19.5M -$51.4K -1,785 -0.3%
CFIA
164
Cantor Fitzgerald Investment Advisors
New York
$19.1M +$495K +17,195 +3%
CAM
165
Chandler Asset Management
California
$19M +$463K +16,100 +2%
WTC
166
WhitTier Trust Company
Nevada
$18.9M +$1.48M +51,290 +8%
PSUF
167
People's United Financial
Connecticut
$18.6M -$1.15K -40 -0%
AFA
168
American Financial Advisors
Georgia
$18.4M +$3.27M +101,670 +22%
PA
169
Planning Alternatives
Michigan
$18.2M +$1.36M +47,380 +8%
WSFS
170
Wilmington Savings Fund Society
Delaware
$17.9M -$1.1M -38,270 -6%
TCOV
171
Trust Company of Vermont
Vermont
$17.9M -$72.8K -2,530 -0.4%
QI
172
QS Investors
New York
$17.9M +$2.06M +71,675 +13%
WI
173
Wintrust Investments
Illinois
$17.9M -$4.81M -167,185 -21%
WAS
174
Wealth Advisory Solutions
Indiana
$17.9M +$1.12M +38,815 +7%
JIC
175
Johnson Investment Counsel
Ohio
$17.7M +$9.86M +342,795 +126%