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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$201M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
4
Bank of America
Bank of America
North Carolina
+$81.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$739M
2
HNB
Huntington National Bank
Ohio
-$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.6M
4
AF
Ally Financial
Michigan
-$25.3M
5
PP
Pegasus Partners
Wisconsin
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
276
Wela Strategies
Georgia
$9.47M +$820K +21,055 +9%
NA
277
Neuburgh Advisers
California
$9.46M +$291K +7,480 +3%
CA
278
Cynosure Advisors
Utah
$9.41M – – –
RIS
279
Retirement Income Solutions
Michigan
$9.37M -$628K -16,110 -6%
PI
280
PFS Investments
Georgia
$9.2M +$4.95M +123,490 +117%
IWA
281
Independence Wealth Advisors
Virginia
$9.13M -$391K -10,025 -4%
SPIA
282
Steward Partners Investment Advisory
New York
$9.13M +$52K +1,335 +0.6%
GG
283
Gofen & Glossberg
Illinois
$9.12M +$354K +9,090 +4%
FBB
284
Fulton Breakefield Broenniman
Maryland
$9.09M +$9.09M +233,415 New
MSA
285
Marino Stram & Associates
Massachusetts
$9.06M +$522K +13,310 +6%
RhumbLine Advisers
286
RhumbLine Advisers
Massachusetts
$9M +$4.66M +119,520 +107%
FPFS
287
First Personal Financial Services
North Carolina
$8.98M +$101K +2,585 +1%
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$8.95M +$217K +5,560 +2%
WTC
289
WhitTier Trust Company
Nevada
$8.94M +$3.76M +96,390 +72%
MJRIC
290
Mogy Joel R Investment Counsel
California
$8.89M +$73K +1,875 +0.8%
BWP
291
BSW Wealth Partners
Colorado
$8.84M +$222K +5,700 +3%
NFG
292
Nations Financial Group
Iowa
$8.79M +$265K +6,810 +3%
SCA
293
Snowden Capital Advisors
New York
$8.77M +$180K +4,625 +2%
FC
294
Fulcrum Capital
Washington
$8.6M +$1.01M +25,900 +13%
TWM
295
Torch Wealth Management
Ohio
$8.51M +$65.3K +1,675 +0.8%
NCM
296
Neumann Capital Management
California
$8.46M +$66.4K +1,705 +0.8%
CW
297
Cobiz Wealth
Colorado
$8.42M +$283K +7,255 +3%
RBCM
298
Raub Brock Capital Management
California
$8.31M -$389K -9,975 -4%
BCA
299
Berman Capital Advisors
Georgia
$8.17M +$1.4M +36,020 +21%
JIC
300
Johnson Investment Counsel
Ohio
$8.15M -$242K -6,215 -3%
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