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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

560 hedge funds and large institutions have $16.1B invested in iShares Core S&P Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 240 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+9
Holders Change %
+1.63%
% of All Funds
16.26%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.96%
New
44
Increased
240
Reduced
173
Closed
29
Calls
$21.9M
Puts
$3.31M
Net Calls
+$18.6M
Net Calls Change
-$7.31M

Top Buyers

1
GHF
Good Harbor Financial
Illinois
+$454M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$144M
3
M&T Bank
M&T Bank
New York
+$69.9M
4
Bank of America
Bank of America
North Carolina
+$61.8M
5
Goldman Sachs
Goldman Sachs
New York
+$48M

Top Sellers

1
Citigroup
Citigroup
New York
-$348M
2
AA
ALPS Advisors
Colorado
-$67.3M
3
HNB
Huntington National Bank
Ohio
-$35.3M
4
HCM
Hollencrest Capital Management
California
-$23.7M
5
CNB
City National Bank
California
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
326
Smith & Howard Wealth Management
Georgia
$1.01M – – –
PJSIMP
327
P.J. Schmidt Investment Management (PJS)
Wisconsin
$982K +$39.9K +1,460 +4%
STMM
328
South Texas Money Management
Texas
$976K – – –
AIA
329
Alerus Investment Advisors
Minnesota
$970K -$517K -18,290 -35%
MSU
330
Maple Securities USA
New Jersey
$957K +$957K +35,010 New
MWR
331
McAdams Wright Ragen
Washington
$942K +$153K +5,600 +19%
SFM
332
Signature Financial Management
Virginia
$927K +$927K +33,895 New
PFBT
333
Parkside Financial Bank & Trust
Missouri
$922K -$105K -3,855 -10%
ICAS
334
Investors Capital Advisory Services
Massachusetts
$920K -$17.5K -640 -2%
WA
335
WFG Advisors
Texas
$916K +$341K +12,465 +59%
FBA
336
Front Barnett Associates
Illinois
$896K -$10.9K -400 -1%
EFS
337
Essex Financial Services
Connecticut
$878K – – –
HW
338
Hancock Whitney
Mississippi
$871K +$7.52K +275 +0.9%
RIA
339
Regal Investment Advisors
Michigan
$871K +$311K +11,360 +55%
FCI
340
Financial Counselors Inc
Kansas
$864K -$26.4K -965 -3%
WWM
341
Willingdon Wealth Management
North Carolina
$852K +$57.2K +2,090 +7%
WAM
342
Weatherly Asset Management
California
$848K +$20.6K +755 +2%
PAS
343
Partnervest Advisory Services
California
$847K +$68.1K +2,490 +9%
JWBC
344
J.W. Burns & Co
New York
$826K +$111K +4,075 +16%
TC
345
Telemus Capital
Michigan
$821K -$56.8K -2,075 -6%
BCM
346
BTC Capital Management
Iowa
$818K +$818K +29,900 New
EWA
347
Exencial Wealth Advisors
Oklahoma
$815K -$10.4K -380 -1%
BG
348
Bahl & Gaynor
Ohio
$810K +$47.8K +1,750 +6%
SNT
349
Security National Trust
West Virginia
$802K +$237K +8,665 +42%
DD
350
Dominick & Dominick
New York
$795K +$21.3K +780 +3%
12 13
14
15 16