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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M

Top Buyers

1
NMIMC
1
Northwestern Mutual Investment Management Company
Wisconsin
$564M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$274M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.63B
4
WANY
4
Wealthspire Advisors (New York)
New York
$283M
5
CCA
5
Catalyst Capital Advisors
New York
$319M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$3.4M
2
USAA
2
United Services Automobile Association
Texas
$5.32M
3
TA
3
Tiedemann Advisors
New York
$0
4
HNB
4
Huntington National Bank
Ohio
$127M
5
Wells Fargo
5
Wells Fargo
California
$2.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
151
Sanford Advisory Services
Michigan
$33.3M -$325K -7,185 -1%
SPP
152
Single Point Partners
Massachusetts
$33.2M +$1.97M +43,535 +6%
EWM
153
Evermay Wealth Management
Virginia
$32.8M +$1.35M +29,805 +4%
GBT
154
Grove Bank & Trust
Florida
$32.7M +$188K +4,155 +0.6%
CA
155
Cetera Advisors
Colorado
$32.7M +$12.6M +279,400 +63%
AA
156
ALPS Advisors
Colorado
$32.1M -$1.26M -27,825 -4%
WPA
157
West Paces Advisors
Georgia
$32M +$990K +21,870 +3%
JWA
158
JFS Wealth Advisors
Pennsylvania
$31.9M +$174K +3,845 +0.5%
ECG
159
Edge Capital Group
Georgia
$31.4M +$3.7M +81,745 +13%
BWA
160
BDO Wealth Advisors
Florida
$31.3M +$89.4K +1,975 +0.3%
VFPW
161
Vantage Financial Partners (Wisconsin)
Wisconsin
$31M +$11.6M +256,325 +60%
WTC
162
WhitTier Trust Company
Nevada
$30.7M +$1.53M +33,810 +5%
MGIA
163
Moneta Group Investment Advisors
Missouri
$30.7M +$10.3M +227,760 +51%
FSC
164
Full Sail Capital
Oklahoma
$30.6M +$723K +15,975 +2%
CIA
165
Capital Investment Advisors
Georgia
$30.4M -$404K -8,935 -1%
W
166
Wealthquest
Ohio
$30.3M -$1.01M -22,360 -3%
T
167
TrueFG
Texas
$30.2M +$709K +15,660 +2%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$30.1M +$3.71M +81,980 +14%
AAS
169
Ameritas Advisory Services
Nebraska
$29.8M +$4.64M +102,535 +18%
EH
170
Equitable Holdings
New York
$29.7M +$2.53M +55,855 +9%
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$29.1M -$3.66M -80,955 -11%
I
172
INVST
Indiana
$29M +$1.03M +20,185 +4%
SFS
173
Summit Financial Strategies
Ohio
$28.8M +$283K +6,250 +1%
RWB
174
RMR Wealth Builders
New Jersey
$28.8M +$1.83M +40,365 +7%
TF
175
TimeScale Financial
Massachusetts
$28.6M -$9.95K -220 -0%
5 6
7
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