IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
301
Gofen & Glossberg
Illinois
$7.75M -$29.1K -875 -0.4%
MWM
302
MinichMacGregor Wealth Management
New York
$7.64M +$7.57M +211,685 +11,083%
IWA
303
Independence Wealth Advisors
Virginia
$7.63M +$29.7K +895 +0.4%
TF
304
TimeScale Financial
Massachusetts
$7.57M +$7.57M +227,990 New
HWA
305
Heritage Wealth Advisors
Virginia
$7.51M +$7.51M +226,130 New
FPFS
306
First Personal Financial Services
North Carolina
$7.47M +$54.5K +1,640 +0.7%
CNC
307
Citizens & Northern Corp
Pennsylvania
$7.47M -$73.1K -2,200 -1%
WPA
308
West Paces Advisors
Georgia
$7.42M -$896K -26,965 -11%
ARG
309
Advisory Resource Group
Oklahoma
$7.4M +$7.4M +222,910 New
PBO
310
Peoples Bank (Ohio)
Ohio
$7.37M +$40.8K +1,230 +0.6%
WDL
311
Well Done LLC
Michigan
$7.37M +$1.09M +32,855 +17%
CC
312
Claybrook Capital
Massachusetts
$7.37M +$5.88M +176,900 +393%
BC
313
Brinker Capital
Pennsylvania
$7.27M +$2.57M +77,250 +55%
FPGK
314
Financial Partners Group (Kansas)
Kansas
$7.21M -$4.86M -146,210 -40%
PWAP
315
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$7.12M +$47.8K +1,440 +0.7%
CC
316
Chanos & Company
New York
$7.11M +$3.7M +111,485 +109%
TWM
317
Torch Wealth Management
Ohio
$7.11M -$115K -3,450 -2%
ACP
318
Arcus Capital Partners
Georgia
$7.06M -$2.22M -66,795 -24%
PGWM
319
Parisi Gray Wealth Management
New Jersey
$7.05M +$248K +7,540 +4%
MSAM
320
Moloney Securities Asset Management
Missouri
$6.98M -$139K -4,200 -2%
CHA
321
Cedar Hill Associates
Illinois
$6.97M -$3.09M -93,185 -31%
FCM
322
Flinton Capital Management
Pennsylvania
$6.94M – – –
MWM
323
Marietta Wealth Management
Georgia
$6.82M +$1.1M +33,195 +19%
NCM
324
Neumann Capital Management
California
$6.79M -$662K -19,930 -9%
VF
325
Virtu Financial
New York
$6.76M +$3.76M +113,120 +125%
11 12
13
14 15