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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

942 hedge funds and large institutions have $26.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 432 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+9
Holders Change %
+0.96%
% of All Funds
23.52%
Holding in Top 10
189
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.07%
% of All Funds
4.72%
New
66
Increased
432
Reduced
309
Closed
45
Calls
$47.3M
Puts
$9.13M
Net Calls
+$38.2M
Net Calls Change
+$17.1M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.01B
2
Bank of America
Bank of America
North Carolina
$2.18B
3
LPL Financial
LPL Financial
California
$745M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$782M
5
Ameriprise
Ameriprise
Minnesota
$285M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$777M
2
BlackRock
BlackRock
New York
$769M
3
CM
Churchill Management
California
$0
4
UBS Group
UBS Group
Switzerland
$804M
5
Goldman Sachs
Goldman Sachs
New York
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCM
326
Financial Partners Capital Management
New York
$5.35M +$167K +4,655 +3%
PWW
327
Pettyjohn Wood & White
Virginia
$5.33M -$154K -4,315 -3%
RIA
328
Regal Investment Advisors
Michigan
$5.27M +$165K +4,620 +3%
MWM
329
Marietta Wealth Management
Georgia
$5.11M +$255K +7,135 +5%
APSP
330
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.08M -$41.7K -1,165 -0.8%
NPF
331
Norris Perne & French
Michigan
$5.07M +$164K +4,575 +3%
GG
332
Gofen & Glossberg
Illinois
$5.01M +$1.79K +50 +0%
CSA
333
Cottage Street Advisors
Massachusetts
$5.01M – – –
CFP
334
Cornerstone Financial Partners
North Carolina
$5M -$2.16M -60,485 -30%
AWM
335
Avior Wealth Management
Nebraska
$5M +$126K +3,510 +3%
AA
336
Ancora Advisors
Ohio
$4.97M +$378K +10,565 +8%
Natixis Advisors
337
Natixis Advisors
Massachusetts
$4.95M +$1.06M +29,500 +27%
BA
338
Bristlecone Advisors
Washington
$4.92M -$60.5K -1,690 -1%
WP
339
WealthPLAN Partners
Nebraska
$4.9M -$148K -4,130 -3%
CHA
340
Cedar Hill Associates
Illinois
$4.89M +$4.89M +136,575 New
MWM
341
Mascoma Wealth Management
New Hampshire
$4.88M +$148K +4,140 +3%
CAI
342
Capital Advisors Inc
Oklahoma
$4.77M +$56.9K +1,590 +1%
FWM
343
Frontier Wealth Management
Missouri
$4.77M +$11.3K +315 +0.2%
CG
344
Colony Group
Massachusetts
$4.72M -$164K -4,575 -3%
NB
345
NBT Bank
New York
$4.67M +$21.5K +600 +0.5%
PAMU
346
Pictet Asset Management (UK)
United Kingdom
$4.63M – – –
RCM
347
Riverhead Capital Management
Delaware
$4.61M -$17.9K -500 -0.4%
FMBTD
348
First Midwest Bank Trust Division
Illinois
$4.58M -$111K -3,095 -2%
PTC
349
Private Trust Company
Ohio
$4.57M -$120K -3,355 -3%
CFA
350
Carroll Financial Associates
North Carolina
$4.5M +$189K +5,200 +4%
12 13
14
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