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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

624 hedge funds and large institutions have $17.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 292 increasing their positions, 184 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+25
Holders Change %
+4.17%
% of All Funds
16.64%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
3.04%
New
63
Increased
292
Reduced
184
Closed
30
Calls
$9.18M
Puts
$6.82M
Net Calls
+$2.35M
Net Calls Change
-$930K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$157M
2
Morgan Stanley
Morgan Stanley
New York
+$77.1M
3
AA
ALPS Advisors
Colorado
+$73M
4
SMM
Stadion Money Management
Georgia
+$61.1M
5
VF
Virtu Financial
New York
+$57.1M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$294M
2
Deutsche Bank
Deutsche Bank
Germany
-$197M
3
EFS
Edelman Financial Services
Virginia
-$164M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$141M
5
BFA
BlackRock Fund Advisors
California
-$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
376
Essex Financial Services
Connecticut
$1.04M +$22.3K +735 +2%
MCWS
377
McKinley Carter Wealth Services
West Virginia
$1.03M +$81.8K +2,690 +9%
BHBT
378
Burke & Herbert Bank & Trust
Virginia
$1.03M +$164K +5,385 +19%
AWA
379
Arete Wealth Advisors
Illinois
$1.03M +$1.03M +33,995 New
SWM
380
Segment Wealth Management
Texas
$1.03M -$6.84K -225 -0.7%
MCC
381
Mid Continent Capital
Illinois
$1.02M +$365K +12,000 +56%
PFBT
382
Parkside Financial Bank & Trust
Missouri
$1.01M – – –
IWM
383
Integrated Wealth Management
California
$992K +$992K +32,640 New
CBU
384
CIBC Bank USA
Illinois
$951K +$176K +5,805 +23%
Millennium Management
385
Millennium Management
New York
$939K -$550K -18,115 -37%
WCM
386
Wealthcare Capital Management
Virginia
$937K +$175K +5,755 +23%
TC
387
Telemus Capital
Michigan
$929K +$31.2K +1,025 +3%
CFA
388
Carroll Financial Associates
North Carolina
$916K +$106K +3,490 +13%
EWA
389
Exencial Wealth Advisors
Oklahoma
$915K +$3.67K +120 +0.4%
HCMT
390
Highland Capital Management (Tennessee)
Tennessee
$896K +$45.6K +1,500 +5%
MMLI
391
Massachusetts Mutual Life Insurance
Massachusetts
$885K +$885K +29,130 New
CAL
392
Capital Analysts LLC
Pennsylvania
$871K +$24.6K +810 +3%
MLL
393
Moody Lynn & Lieberson
Massachusetts
$867K – – –
CIBC World Market
394
CIBC World Market
Ontario, Canada
$865K +$612K +20,130 +242%
CA
395
Cambridge Advisors
Nebraska
$850K -$6.62M -159,300 -89%
GJIC
396
Gamble Jones Investment Counsel
California
$850K -$7.14K -235 -0.8%
CAM
397
Concorde Asset Management
Michigan
$840K -$629K -20,695 -43%
PGFC
398
Peapack-Gladstone Financial Corp
New Jersey
$831K +$268K +8,825 +48%
CWM
399
Concert Wealth Management
California
$823K +$110K +11,145 +15%
ST
400
Somerset Trust
Pennsylvania
$811K +$8.66K +285 +1%
14 15
16
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