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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
–
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.84B
3
Charles Schwab
Charles Schwab
California
$86.8M
4
GSWM
Golden State Wealth Management
California
$60.4M
5
HI
Horizon Investments
North Carolina
$59.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.41B
2
Osaic Holdings
Osaic Holdings
Arizona
$116M
3
Bank of America
Bank of America
North Carolina
$2.11B
4
HNB
Huntington National Bank
Ohio
$99.5M
5
MRC
Millburn Ridgefield Corp
New York
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
151
CKW Financial Group
Hawaii
$25.5M +$19.9M +564,240 +357%
TC
152
Telemus Capital
Michigan
$25.3M +$94.6K +2,675 +0.4%
CG
153
Colony Group
Massachusetts
$25.1M +$958K +26,935 +4%
FBFS
154
First Business Financial Services
Wisconsin
$25M -$2M -56,125 -7%
PA
155
Planning Alternatives
Michigan
$24.6M +$2.09M +58,630 +9%
CPIG
156
Chicago Partners Investment Group
Illinois
$24.2M +$261K +7,015 +1%
W
157
Wealthquest
Ohio
$24M +$24M +675,205 New
BFA
158
Beaumont Financial Advisors
Massachusetts
$23.8M -$2.1M -58,965 -8%
CFIA
159
Cantor Fitzgerald Investment Advisors
New York
$23.6M +$39.1K +1,100 +0.2%
KA
160
Klingman & Associates
New York
$23.2M -$3.08M -86,530 -12%
QI
161
QS Investors
New York
$22.9M +$795K +22,355 +4%
WAS
162
Wealth Advisory Solutions
Indiana
$22.9M +$806K +22,660 +4%
Fiera Capital (Canada)
163
Fiera Capital (Canada)
Quebec, Canada
$22.7M -$2.67M -74,945 -11%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$22.5M -$13M -371,975 -37%
RMDI
165
R.M. Davis Inc
Maine
$22.2M +$1.15M +32,440 +5%
RWM
166
RKL Wealth Management
Pennsylvania
$22.1M +$3.99M +112,215 +22%
BOS
167
Bank of Stockton
California
$22M -$2.49M -70,125 -10%
PWLP
168
Prio Wealth Limited Partnership
Massachusetts
$21.8M -$2.69M -75,745 -11%
DIP
169
DT Investment Partners
Pennsylvania
$21.6M +$20.1M +565,965 +1,330%
EWM
170
Evermay Wealth Management
Virginia
$21.5M -$8.44M -237,265 -28%
AFA
171
American Financial Advisors
Georgia
$21.4M +$228K +6,185 +1%
GBT
172
Grove Bank & Trust
Florida
$21.3M +$2.4M +67,540 +13%
NEPPG
173
New England Professional Planning Group
Rhode Island
$21.3M +$1.11M +28,620 +6%
T
174
TrueFG
Texas
$20.9M -$372K -10,460 -2%
JIC
175
Johnson Investment Counsel
Ohio
$20.6M -$1.22M -34,295 -6%
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