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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

451 hedge funds and large institutions have $11.4B invested in iShares Core S&P Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 226 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
451
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
14.63%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
2.72%
New
35
Increased
226
Reduced
119
Closed
21
Calls
$40.6M
Puts
$56.6M
Net Calls
-$16M
Net Calls Change
-$43.1M

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$205M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.75B
3
Bank of America
3
Bank of America
North Carolina
$695M
4
Jane Street
4
Jane Street
New York
$46M
5
VAM
5
Visionary Asset Management
Texas
$45.3M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$6.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$18.8M
3
HTC
3
Haverford Trust Company
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$7.1M
5
FHA
5
First Horizon Advisors
Tennessee
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
BWAM
326
Boyd Watterson Asset Management
Ohio
$520K 4,192 – –
CFA
327
Carroll Financial Associates
North Carolina
$515K 4,155 – –
FNBT
328
FineMark National Bank & Trust
Florida
$511K 4,115 +2,330 +131%
RMCM
329
Reynders McVeigh Capital Management
Massachusetts
$507K 4,085 +525 +15%
WIL
330
Winifred I. Li
$503K 4,052 – –
ST
331
Stifel Trust
Missouri
$498K 4,011 +311 +8%
BFO
332
Boston Family Office
Massachusetts
$495K 3,984 – –
BG
333
Bahl & Gaynor
Ohio
$494K 3,983 – –
Axa
334
Axa
France
$479K 3,855 – –
TT
335
Tower Trust
Indiana
$478K 3,856 +730 +23%
WSA
336
Willow Street Advisors
Florida
$474K 3,816 +394 +12%
BHBT
337
Burke & Herbert Bank & Trust
Virginia
$467K 3,756 +515 +16%
DD
338
Dominick & Dominick
New York
$465K 3,747 +168 +5%
PCM
339
Parsons Capital Management
Rhode Island
$460K 3,708 -14 -0.4%
BCM
340
Brookmont Capital Management
Texas
$459K 3,699 -52 -1%
SCM
341
Steward Capital Management
Michigan
$457K 3,675 – –
CCT
342
Country Club Trust
Missouri
$454K 3,655 – –
CAL
343
Capital Analysts LLC
Pennsylvania
$451K 3,634 -169 -4%
CBU
344
CIBC Bank USA
Illinois
$449K 3,614 -3,272 -48%
DIA
345
Dana Investment Advisors
Wisconsin
$448K 3,606 – –
PWLP
346
Prio Wealth Limited Partnership
Massachusetts
$448K 3,613 +828 +30%
CWA
347
Convergent Wealth Advisors
Maryland
$447K 3,601 +3,601 New
BIM
348
Bridgecreek Investment Management
Oklahoma
$432K 3,478 +25 +0.7%
Franklin Resources
349
Franklin Resources
California
$427K 3,437 -575 -14%
SNT
350
Security National Trust
West Virginia
$419K 3,374 +1,684 +100%
12 13
14
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