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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

529 hedge funds and large institutions have $13.4B invested in iShares Core S&P Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.29%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.75%
New
47
Increased
214
Reduced
183
Closed
27
Calls
$20.3M
Puts
$5.63M
Net Calls
+$14.6M
Net Calls Change
+$12.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
2
MIH
Madison Investment Holdings
Wisconsin
+$50.5M
3
Bank of America
Bank of America
North Carolina
+$41.7M
4
Jane Street
Jane Street
New York
+$27.4M
5
U
UBS
Switzerland
+$26.5M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$2.23B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$222M
3
PI
Placemark Investments
Illinois
-$107M
4
VAM
Visionary Asset Management
Texas
-$91.6M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
276
Central Trust Company
Missouri
$1.45M +$93.1K +3,385 +7%
VFS
277
VSR Financial Services
Kansas
$1.43M -$99.8K -3,630 -7%
MWP
278
Moller Wealth Partners
$1.41M – – –
FAAS
279
First Allied Advisory Services
California
$1.38M -$25.1M -913,415 -95%
CL
280
Choreo LLC
Illinois
$1.38M +$1.38M +50,260 New
RJT
281
Raymond James Trust
Florida
$1.38M +$236K +8,595 +21%
FHA
282
First Horizon Advisors
Tennessee
$1.38M -$1.53M -55,895 -53%
AIA
283
Alerus Investment Advisors
Minnesota
$1.36M -$1.39M -51,635 -51%
CB
284
Chemical Bank
Michigan
$1.35M +$407K +14,795 +43%
KIA
285
KCM Investment Advisors
California
$1.32M +$121K +4,400 +10%
WS
286
Wedbush Securities
California
$1.31M -$133K -4,855 -9%
WF
287
Welch & Forbes
Massachusetts
$1.31M – – –
ICOA
288
Investment Centers of America
North Dakota
$1.27M +$939K +37,925 +286%
FCI
289
Financial Counselors Inc
Kansas
$1.24M -$68.9K -2,505 -5%
CBN
290
Cadence Bank NA
Texas
$1.22M -$26K -945 -2%
BHIA
291
Birch Hill Investment Advisors
Massachusetts
$1.22M +$53.9K +1,960 +5%
CCM
292
Condor Capital Management
New Jersey
$1.22M +$9.63K +350 +0.8%
CWA
293
Convergent Wealth Advisors
Maryland
$1.2M +$709K +25,770 +143%
Brown Advisory
294
Brown Advisory
Maryland
$1.2M -$76.7K -2,790 -6%
BCM
295
Barometer Capital Management
Ontario, Canada
$1.2M – – –
BAM
296
Boyar Asset Management
New York
$1.15M +$340K +12,360 +42%
WJA
297
Williams Jones & Associates
New York
$1.13M +$505K +18,390 +81%
WTC
298
WhitTier Trust Company
Nevada
$1.09M +$7.56K +275 +0.7%
MCM
299
Manchester Capital Management
Vermont
$1.08M – – –
TNBTD
300
Trustmark National Bank Trust Department
Mississippi
$1.08M -$287K -10,455 -21%
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