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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
$3.33B
2
MIH
Madison Investment Holdings
Wisconsin
$118M
3
Bank of America
Bank of America
North Carolina
$892M
4
Jane Street
Jane Street
New York
$27.7M
5
U
UBS
Switzerland
$194M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74.8M
3
PI
Placemark Investments
Illinois
$4.91M
4
VAM
Visionary Asset Management
Texas
$296K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$72.2M -$4.03M -146,420 -5%
LW
27
Linscomb Wealth
Texas
$71.5M +$2.2M +80,115 +3%
BF
28
BOK Financial
Oklahoma
$67.1M +$1.14M +41,435 +2%
AA
29
ALPS Advisors
Colorado
$65.3M -$1.76M -64,175 -3%
AIM
30
Acropolis Investment Management
Missouri
$61.4M +$1.72M +62,620 +3%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$57.6M +$5.65M +205,650 +11%
EB
32
Eastern Bank
Massachusetts
$57M +$5.38M +195,655 +10%
Creative Planning
33
Creative Planning
Kansas
$53.7M +$3.25M +118,090 +6%
APCM
34
Alaska Permanent Capital Management
Alaska
$47.7M -$1.85M -67,435 -4%
Comerica Bank
35
Comerica Bank
Texas
$47.4M +$1.01M +36,590 +2%
GHA
36
GW Henssler & Associates
Georgia
$47M -$382K -13,910 -0.8%
Goldman Sachs
37
Goldman Sachs
New York
$46.9M -$1.81M -66,010 -4%
EMA
38
Efficient Market Advisors
California
$45.4M +$2.27M +82,425 +5%
HTC
39
Haverford Trust Company
Pennsylvania
$44.2M -$980K -35,635 -2%
NG
40
NatWest Group
United Kingdom
$42M -$25.6K -930 -0.1%
BP
41
Ballentine Partners
Massachusetts
$39.5M -$345K -12,545 -0.9%
CFG
42
CKW Financial Group
Hawaii
$39M +$2.77M +100,195 +8%
WSFS
43
Wilmington Savings Fund Society
Delaware
$38.4M -$356K -12,965 -0.9%
MWM
44
Modera Wealth Management
New Jersey
$37.1M +$890K +32,365 +2%
Principal Financial Group
45
Principal Financial Group
Iowa
$36.3M +$893K +32,500 +3%
Lazard Asset Management
46
Lazard Asset Management
New York
$35.5M -$3.44M -125,100 -9%
DIP
47
DT Investment Partners
Pennsylvania
$34M -$770K -28,000 -2%
BPB
48
Badgley, Phelps & Bell
Washington
$33.6M +$168K +6,105 +0.5%
LWA
49
Lenox Wealth Advisors
New York
$33.1M +$3.05M +110,080 +10%
DWM
50
Destination Wealth Management
California
$32M -$21K -765 -0.1%
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