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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 %
BWA
176
BDO Wealth Advisors
Florida
$20.2M +$255K +6,880 +1%
NA
177
Nottingham Advisors
New York
$20.1M -$2.7M -72,120 -12%
ETS
178
ESL Trust Services
New York
$20M +$20.4K +550 +0.1%
WSFS
179
Wilmington Savings Fund Society
Delaware
$19.8M -$995K -26,835 -5%
SFG
180
Sage Financial Group
Pennsylvania
$19.7M +$2.58M +69,690 +15%
FSC
181
Full Sail Capital
Oklahoma
$19.6M +$2.31M +56,875 +13%
DT
182
Diversified Trust
Tennessee
$19.6M -$9.57M -258,105 -33%
SWMG
183
Strategic Wealth Management Group
Maryland
$19.6M -$538K -14,520 -3%
RWB
184
RMR Wealth Builders
New Jersey
$19.4M +$17M +458,200 +693%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$19.3M +$2.02M +54,520 +12%
AAS
186
Avantax Advisory Services
Texas
$18.9M +$9.76M +263,395 +107%
WTC
187
WhitTier Trust Company
Nevada
$18.8M -$1.03M -27,865 -5%
SPIA
188
Steward Partners Investment Advisory
New York
$18.2M +$283K +7,635 +2%
CAN
189
Cetera Advisor Networks
California
$18.1M -$3.04M -82,030 -14%
LNC
190
Lincoln National Corp
Pennsylvania
$18M +$1.68M +45,195 +10%
PFM
191
Parsec Financial Management
North Carolina
$18M +$3.78M +102,070 +27%
LP
192
LGL Partners
Pennsylvania
$17.9M -$1.15M -31,085 -6%
WPA
193
West Paces Advisors
Georgia
$17.8M +$425K +11,455 +2%
CI
194
Conning Inc
Connecticut
$17.7M +$1.41M +38,010 +9%
AIP
195
Ameritas Investment Partners
Nebraska
$17.6M -$654K -17,645 -4%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$17.5M -$7.45M -192,965 -30%
USAA
197
United Services Automobile Association
Texas
$17.3M +$10.7M +288,145 +161%
CTA
198
Chesley Taft & Associates
Illinois
$17.3M -$493K -13,300 -3%
CA
199
Clearstead Advisors
Ohio
$17.1M -$409K -11,040 -2%
SFS
200
Summit Financial Strategies
Ohio
$17.1M -$603K -16,260 -3%
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