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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M

Top Buyers

1
AA
Acorns Advisers
California
$200M
2
HI
Horizon Investments
North Carolina
$114M
3
PI
PFS Investments
Georgia
$67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$229M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
$73.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$94.5M
2
Wells Fargo
Wells Fargo
California
$2.42B
3
Financial Engines Advisors
Financial Engines Advisors
California
$656M
4
GSWM
Golden State Wealth Management
California
$3.94M
5
Ameriprise
Ameriprise
Minnesota
$369M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
151
Wealthquest
Ohio
$26.7M +$1.67M +45,130 +7%
HW
152
Hancock Whitney
Mississippi
$26.5M -$1.78M -47,965 -6%
Rafferty Asset Management
153
Rafferty Asset Management
New York
$26.5M -$6.55M -176,820 -20%
PSUF
154
People's United Financial
Connecticut
$26.5M -$397K -10,720 -1%
FBFS
155
First Business Financial Services
Wisconsin
$26.3M +$308K +8,320 +1%
MA
156
MCF Advisors
Kentucky
$26.2M -$749K -20,205 -3%
CPIG
157
Chicago Partners Investment Group
Illinois
$26M +$367K +9,280 +1%
KA
158
Klingman & Associates
New York
$25.7M +$1.51M +40,620 +6%
BFA
159
Beaumont Financial Advisors
Massachusetts
$25.3M +$440K +11,870 +2%
VCM
160
Vision Capital Management
Oregon
$25.3M +$4.31M +116,310 +21%
Fiera Capital (Canada)
161
Fiera Capital (Canada)
Quebec, Canada
$24.9M +$1.31M +35,270 +6%
RWM
162
RKL Wealth Management
Pennsylvania
$23.7M +$642K +17,325 +3%
CFIA
163
Cantor Fitzgerald Investment Advisors
New York
$23.6M -$18.7K -525 -0.1%
QI
164
QS Investors
New York
$23.3M -$551K -14,870 -2%
RMDI
165
R.M. Davis Inc
Maine
$22.7M -$443K -11,940 -2%
GBT
166
Grove Bank & Trust
Florida
$22.7M +$415K +11,205 +2%
WAS
167
Wealth Advisory Solutions
Indiana
$22.3M -$1.54M -41,530 -6%
NEPPG
168
New England Professional Planning Group
Rhode Island
$22.3M +$53.2K +1,315 +0.2%
T
169
TrueFG
Texas
$22.1M +$309K +8,335 +1%
BOS
170
Bank of Stockton
California
$21.7M -$1.25M -33,645 -5%
PWLP
171
Prio Wealth Limited Partnership
Massachusetts
$21.5M -$1.21M -32,665 -5%
EWM
172
Evermay Wealth Management
Virginia
$21.4M -$1.01M -27,375 -5%
JIC
173
Johnson Investment Counsel
Ohio
$21.4M -$114K -3,070 -0.5%
AFA
174
American Financial Advisors
Georgia
$20.7M -$730K -19,710 -3%
AF
175
Affiance Financial
Minnesota
$20.6M -$13.4M -361,645 -39%
5 6
7
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