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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

529 hedge funds and large institutions have $13.4B invested in iShares Core S&P Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.29%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.75%
New
47
Increased
214
Reduced
183
Closed
27
Calls
$20.3M
Puts
$5.63M
Net Calls
+$14.6M
Net Calls Change
+$12.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
2
MIH
Madison Investment Holdings
Wisconsin
+$50.5M
3
Bank of America
Bank of America
North Carolina
+$41.7M
4
Jane Street
Jane Street
New York
+$27.4M
5
U
UBS
Switzerland
+$26.5M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$2.23B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$222M
3
PI
Placemark Investments
Illinois
-$107M
4
VAM
Visionary Asset Management
Texas
-$91.6M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
451
WesBanco Bank
West Virginia
$221K +$221K +8,070 New
BAM
452
Barrett Asset Management
New York
$220K +$27.5K +1,000 +14%
T
453
Thomaspartners
Massachusetts
$218K +$218K +7,940 New
AMIM
454
Aull & Monroe Investment Management
Alabama
$217K – – –
SIC
455
Salem Investment Counselors
North Carolina
$211K +$211K +7,680 New
JFG
456
JMG Financial Group
Illinois
$206K +$206K +7,480 New
IFS
457
Ifrah Financial Services
Arkansas
$206K +$206K +7,490 New
CIS
458
Connors Investor Services
Pennsylvania
$203K +$203K +7,375 New
NCM
459
Noesis Capital Mangement
Florida
$201K +$201K +7,320 New
CAL
460
Capital Advisors Ltd
Ohio
$185K +$9.61K +350 +5%
KTC
461
Kistler-Tiffany Companies
Pennsylvania
$184K – – –
WTB
462
Washington Trust Bank
Washington
$183K +$183K +6,650 New
WA
463
Winfield Associates
Ohio
$181K – – –
WC
464
Whitnell & Co
Illinois
$176K – – –
FFC
465
First Financial Corp
Indiana
$175K – – –
MWP
466
MYCIO Wealth Partners
Pennsylvania
$174K – – –
BBHC
467
Brown Brothers Harriman & Co
New York
$150K +$10.3K +375 +7%
NSIM
468
North Star Investment Management
Illinois
$145K +$145K +5,265 New
TCM
469
TD Capital Management
Tennessee
$129K -$8.67K -315 -6%
TSW
470
Thompson Siegel & Walmsley
Virginia
$127K +$10.3K +375 +9%
VIA
471
Vantage Investment Advisors
Pennsylvania
$118K – – –
CWM
472
Cranbrook Wealth Management
Michigan
$111K – – –
CFA
473
CT Financial Advisors
Pennsylvania
$107K +$107K +3,530 New
ZTNA
474
Zions Trust National Association
Utah
$107K +$27.6K +1,000 +35%
CLOS
475
Compagnie Lombard Odier SCmA
Switzerland
$102K -$20.8K -760 -17%
17 18
19
20 21