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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 %
TFCP
326
Twin Focus Capital Partners
Massachusetts
$771K – – –
MWR
327
McAdams Wright Ragen
Washington
$769K +$137 +5 +0%
MC
328
Middleton & Co
Massachusetts
$764K +$764K +27,805 New
PA
329
Pinnacle Associates
New York
$763K -$59.1K -2,150 -7%
WWM
330
Willingdon Wealth Management
North Carolina
$763K +$34.9K +1,270 +5%
BG
331
Bahl & Gaynor
Ohio
$752K +$176K +6,405 +31%
FTUS
332
Flow Traders U.S.
New York
$743K +$658K +23,955 +779%
HW
333
Hancock Whitney
Mississippi
$736K -$10K -365 -1%
ST
334
Somerset Trust
Pennsylvania
$735K -$1.51K -55 -0.2%
Schroder Investment Management Group
335
Schroder Investment Management Group
United Kingdom
$729K – – –
EC
336
Estate Counselors
Wisconsin
$712K -$20.6K -750 -3%
JWBC
337
J.W. Burns & Co
New York
$710K +$710K +25,810 New
AWA
338
Arete Wealth Advisors
Illinois
$709K -$25.9K -940 -4%
WCM
339
Wealthcare Capital Management
Virginia
$702K +$632K +22,985 +901%
MAM
340
Marquette Asset Management
Minnesota
$691K – – –
CFA
341
Carroll Financial Associates
North Carolina
$691K +$44K +1,600 +7%
WAM
342
Weatherly Asset Management
California
$682K -$4.81K -175 -0.7%
EWA
343
Exencial Wealth Advisors
Oklahoma
$671K -$18.4K -685 -3%
CT
344
Cambridge Trust
Massachusetts
$663K +$243K +8,850 +58%
MLL
345
Moody Lynn & Lieberson
Massachusetts
$662K – – –
PAS
346
Partnervest Advisory Services
California
$629K -$9.35K -340 -1%
RMCM
347
Reynders McVeigh Capital Management
Massachusetts
$626K +$63.1K +2,295 +11%
ANB
348
Amarillo National Bank
Texas
$625K -$8.94K -325 -1%
SFA
349
Sequoia Financial Advisors
Ohio
$621K -$36.7K -1,335 -6%
RG
350
Rathbones Group
United Kingdom
$615K +$615K +22,370 New
12 13
14
15 16