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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 %
LWP
1726
Lumature Wealth Partners
Georgia
$116K -$18.7K -330 -14%
AAP
1727
Arax Advisory Partners
Colorado
$115K +$848 +15 +0.7%
AIA
1728
Angeles Investment Advisors
California
$114K +$114K +2,005 New
LB
1729
Legacy Bridge
Iowa
$113K – – –
BCM
1730
Bourgeon Capital Management
Connecticut
$113K – – –
HWM
1731
Holloway Wealth Management
Florida
$113K -$103K – –
MFA
1732
Morling Financial Advisors
California
$113K +$113K +1,995 New
KFP
1733
KB Financial Partners
New Jersey
$113K +$113K +2,000 New
CMBA
1734
C.M. Bidwell & Associates
Hawaii
$112K – – –
FWM
1735
Focused Wealth Management
New York
$112K +$5.08K +90 +5%
CYG
1736
Clean Yield Group
Vermont
$108K – – –
TCWM
1737
Total Clarity Wealth Management
Illinois
$108K – – –
AHIA
1738
Andrew Hill Investment Advisors
Florida
$108K +$108K +1,925 New
BCP
1739
Blue Chip Partners
Michigan
$107K +$107K +1,895 New
MRCM
1740
M&R Capital Management
New Jersey
$106K – – –
EAM
1741
Eukles Asset Management
Ohio
$103K +$11.6K +205 +13%
RAM
1742
Riggs Asset Management
Pennsylvania
$102K – – –
AWM
1743
AllSquare Wealth Management
New York
$102K – – –
KC
1744
Knuff & Co
California
$102K – – –
ADL
1745
Asset Dedication LLC
California
$96K +$58.8K +1,035 +158%
HIM
1746
HawsGoodwin Investment Management
Tennessee
$95K – – –
BCV
1747
Banque Cantonale Vaudoise
Switzerland
$93K – – –
CWA
1748
Clearview Wealth Advisors
Oregon
$88K – – –
AW
1749
Avion Wealth
Texas
$82K – – –
WOC
1750
West Oak Capital
California
$80K -$8.51K -150 -10%
68 69
70
71 72