IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
376
Coastline Trust
Rhode Island
$5.17M -$279K -8,400 -5%
SFS
377
Sowell Financial Services
Arkansas
$5.16M +$5.16M +155,475 New
AWM
378
Avior Wealth Management
Nebraska
$5.15M +$100K +3,010 +2%
CF
379
Copperwynd Financial
Arizona
$5.13M +$264K +7,950 +5%
Capital Fund Management (CFM)
380
Capital Fund Management (CFM)
France
$5.03M +$4.69M +141,315 +1,393%
MAFM
381
Mid Atlantic Financial Management
Pennsylvania
$5.03M +$5.03M +151,305 New
CIR
382
Clear Investment Research
Georgia
$5.02M +$398K +11,975 +9%
NCM
383
Novare Capital Management
North Carolina
$5.02M -$98.6K -2,970 -2%
SBLIC
384
Security Benefit Life Insurance Company
Kansas
$4.98M +$4.98M +150,000 New
EPA
385
Element Pointe Advisors
Florida
$4.95M +$4.95M +149,115 New
CFA
386
Carroll Financial Associates
North Carolina
$4.9M +$555K +16,325 +13%
Kayne Anderson Rudnick Investment Management
387
Kayne Anderson Rudnick Investment Management
California
$4.88M +$4.88M +146,820 New
CB
388
Commerce Bank
Missouri
$4.83M +$11.8K +355 +0.2%
GIA
389
GHP Investment Advisors
Colorado
$4.75M +$14.1K +425 +0.3%
FSC
390
Full Sail Capital
Oklahoma
$4.74M +$4.74M +142,775 New
SLT
391
St Louis Trust
Missouri
$4.72M -$7.47K -225 -0.2%
LFAS
392
Level Four Advisory Services
Texas
$4.71M +$1.49M +44,945 +46%
BAC
393
Boys Arnold & Co
North Carolina
$4.64M -$48.5K -1,475 -1%
Chevy Chase Trust
394
Chevy Chase Trust
Maryland
$4.64M -$82.9K -2,495 -2%
PP
395
PDS Planning
Ohio
$4.64M +$184K +5,530 +4%
FWM
396
Frontier Wealth Management
Missouri
$4.63M +$206K +6,200 +5%
William Blair & Company
397
William Blair & Company
Illinois
$4.61M +$461K +13,880 +11%
PW
398
Price Wealth
Texas
$4.61M +$303K +9,135 +7%
GLLW
399
Graves Light Lenhart Wealth
Virginia
$4.6M +$4.6M +138,510 New
AIP
400
Ahrens Investment Partners
Louisiana
$4.58M -$951K -28,635 -17%
14 15
16
17 18