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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 %
FFSOTS
301
Fiduciary Financial Services of The Southwest
Texas
$1.08M -$15.9K -580 -1%
KCPG
302
Kavar Capital Partners Group
Kansas
$1.07M -$25.4K -925 -2%
HI
303
Horizon Investments
North Carolina
$1.06M +$113K +4,105 +12%
WA
304
WealthTrust-Arizona
Arizona
$1.04M +$42.9K +1,560 +4%
1IA
305
1834 Investment Advisors
Wisconsin
$1.04M -$1.1K -40 -0.1%
PFBT
306
Parkside Financial Bank & Trust
Missouri
$1.03M -$393K -14,270 -28%
FNBT
307
FineMark National Bank & Trust
Florida
$1.02M -$1.34M -48,765 -57%
PFG
308
Pacific Financial Group
Washington
$1.02M -$1.72M -62,610 -63%
PJSIMP
309
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M +$45.6K +1,660 +5%
STMM
310
South Texas Money Management
Texas
$981K – – –
CCG
311
Cypress Capital Group
Florida
$933K +$23.9K +870 +3%
BRWA
312
B. Riley Wealth Advisors
Florida
$927K -$5.72M -208,055 -86%
ICAS
313
Investors Capital Advisory Services
Massachusetts
$907K +$5.36K +195 +0.6%
FBA
314
Front Barnett Associates
Illinois
$896K +$19.2K +700 +2%
MCC
315
Mid Continent Capital
Illinois
$895K +$131K +4,750 +17%
TC
316
Telemus Capital
Michigan
$887K +$12.5K +455 +1%
EFS
317
Essex Financial Services
Connecticut
$883K -$46.6K -1,695 -5%
GJIC
318
Gamble Jones Investment Counsel
California
$878K +$38.6K +1,405 +5%
FIG
319
Fusion Investment Group
Pennsylvania
$851K -$574K -20,860 -40%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$830K -$1.84M -67,095 -69%
HCMT
321
Highland Capital Management (Tennessee)
Tennessee
$823K +$2.75K +100 +0.3%
BT
322
Bankers Trust
Iowa
$814K – – –
PFP
323
Pinnacle Financial Partners
Tennessee
$812K -$19.9K -725 -2%
FBNAT
324
FirstMerit Bank N.A. Trustee
Ohio
$797K -$181K -6,575 -18%
DD
325
Dominick & Dominick
New York
$777K +$269K +9,780 +53%
11 12
13
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