IJH icon

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 %
BHBT
376
Burke & Herbert Bank & Trust
Virginia
$829K +$724 +25 +0.1%
MLL
377
Moody Lynn & Lieberson
Massachusetts
$826K – – –
WAM
378
Weatherly Asset Management
California
$820K -$78.4K -2,705 -9%
GJIC
379
Gamble Jones Investment Counsel
California
$817K +$29.1K +1,005 +4%
ICOA
380
Investment Centers of America
North Dakota
$812K -$839K -29,180 -51%
JPTCCM
381
J.P. Turner & Co Capital Management
Georgia
$812K +$812K +28,010 New
HCMT
382
Highland Capital Management (Tennessee)
Tennessee
$810K -$2.61K -90 -0.3%
CAL
383
Capital Analysts LLC
Pennsylvania
$806K +$22.4K +775 +3%
LWM
384
Lyons Wealth Management
Florida
$800K -$1.57M -54,180 -66%
SAS
385
Stelac Advisory Services
New York
$790K +$790K +33,000 New
CFA
386
Carroll Financial Associates
North Carolina
$780K – – –
Schroder Investment Management Group
387
Schroder Investment Management Group
United Kingdom
$767K – – –
ST
388
Somerset Trust
Pennsylvania
$765K -$3.19K -110 -0.4%
CG
389
Colony Group
Massachusetts
$740K +$740K +25,555 New
CBU
390
CIBC Bank USA
Illinois
$738K +$159K +5,485 +27%
MAM
391
Marquette Asset Management
Minnesota
$735K – – –
CTC
392
Central Trust Company
Missouri
$734K -$336K -11,610 -31%
MC
393
Moors & Cabot
Massachusetts
$727K -$13.8K -475 -2%
WCM
394
Wealthcare Capital Management
Virginia
$726K +$145 +5 +0%
RMCM
395
Reynders McVeigh Capital Management
Massachusetts
$696K +$26.9K +930 +4%
PA
396
Pinnacle Associates
New York
$694K -$30.4K -1,050 -4%
RG
397
Rathbones Group
United Kingdom
$683K +$27.5K +950 +4%
SFA
398
Sequoia Financial Advisors
Ohio
$679K -$53.2K -1,835 -7%
PFS
399
Prospera Financial Services
Texas
$663K -$3.47M -119,885 -84%
SCA
400
Salient Capital Advisors
Texas
$661K +$223K +7,705 +51%
14 15
16
17 18