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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

599 hedge funds and large institutions have $16.5B invested in iShares Core S&P Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 262 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+39
Holders Change %
+6.96%
% of All Funds
15.99%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
2.78%
New
90
Increased
262
Reduced
167
Closed
42
Calls
$20M
Puts
$16.7M
Net Calls
+$3.28M
Net Calls Change
-$15.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$207M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$173M
3
BIT
BlackRock Institutional Trust
California
+$115M
4
Deutsche Bank
Deutsche Bank
Germany
+$87.2M
5
Bank of America
Bank of America
North Carolina
+$61.7M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$1.12B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$106M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$98.8M
4
PI
Placemark Investments
Illinois
-$64.7M
5
USAA
United Services Automobile Association
Texas
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
326
Cadinha & Co
Hawaii
$1.4M +$216K +7,445 +18%
WF
327
Welch & Forbes
Massachusetts
$1.37M – – –
FT
328
Fiduciary Trust
Massachusetts
$1.37M +$1.37M +47,160 New
FHA
329
First Horizon Advisors
Tennessee
$1.32M +$40.6K +1,395 +3%
BHIA
330
Birch Hill Investment Advisors
Massachusetts
$1.29M +$3.48K +120 +0.3%
GW
331
GW & Wade
Massachusetts
$1.28M +$1.28M +44,295 New
WCWM
332
Wooster Corthell Wealth Management
Connecticut
$1.28M -$434 -15 -0%
VC
333
Vicus Capital
Pennsylvania
$1.28M +$1.28M +44,015 New
SFM
334
Signature Financial Management
Virginia
$1.22M +$235K +8,125 +24%
HI
335
Horizon Investments
North Carolina
$1.21M +$5.65K +195 +0.5%
FFS
336
Founders Financial Securities
Maryland
$1.2M -$6.81K -235 -0.6%
WTC
337
WhitTier Trust Company
Nevada
$1.18M -$2.61K -90 -0.2%
NFG
338
Next Financial Group
Texas
$1.17M -$1.42M -49,080 -55%
NC
339
NewSquare Capital
Pennsylvania
$1.17M -$383K -13,210 -25%
MIAN
340
Mariner Independent Advisor Network
Kansas
$1.17M -$566K -19,555 -33%
FNBT
341
FineMark National Bank & Trust
Florida
$1.17M +$12.9K +445 +1%
WA
342
WFG Advisors
Texas
$1.17M +$201K +6,950 +21%
TFCP
343
Twin Focus Capital Partners
Massachusetts
$1.16M +$15.8K +545 +1%
FFSOTS
344
Fiduciary Financial Services of The Southwest
Texas
$1.15M +$869 +30 +0.1%
MCM
345
Manchester Capital Management
Vermont
$1.14M – – –
DT
346
Diversified Trust
Tennessee
$1.14M +$1.14M +39,225 New
TNBTD
347
Trustmark National Bank Trust Department
Mississippi
$1.1M -$15.9K -550 -1%
CT
348
Cambridge Trust
Massachusetts
$1.08M -$54.3K -1,875 -5%
SHWM
349
Smith & Howard Wealth Management
Georgia
$1.07M – – –
1IA
350
1834 Investment Advisors
Wisconsin
$1.06M -$18K -620 -2%
12 13
14
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