IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

551 hedge funds and large institutions have $16.2B invested in iShares Core S&P Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+22
Holders Change %
+4.16%
% of All Funds
15.85%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.96%
New
46
Increased
240
Reduced
177
Closed
20
Calls
$37.7M
Puts
$11.9M
Net Calls
+$25.9M
Net Calls Change
+$11.2M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$1.19B
2
Citigroup
2
Citigroup
New York
$450M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$198M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.56B
5
U
5
UBS
Switzerland
$290M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$349M
2
CFG
2
CKW Financial Group
Hawaii
$24K
3
Jane Street
3
Jane Street
New York
$361K
4
HNB
4
Huntington National Bank
Ohio
$35.3M
5
LPT
5
Legacy Private Trust
Wisconsin
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
26
Sentry Investment Management
Wisconsin
$95.1M +$2.39M +83,500 +3%
V
27
Veritable
Delaware
$89M +$1.1M +38,585 +1%
PI
28
Placemark Investments
Illinois
$79M +$73.8M +2,580,185 +1,444%
LW
29
Linscomb Wealth
Texas
$72.8M -$1.61M -56,275 -2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$68.7M +$8.7M +304,115 +15%
AA
31
ALPS Advisors
Colorado
$67.3M -$712K -24,875 -1%
BF
32
BOK Financial
Oklahoma
$66.4M -$3.5M -122,375 -5%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$65.7M -$9.41M -328,990 -13%
AIM
34
Acropolis Investment Management
Missouri
$63.9M +$67.4K +2,355 +0.1%
Creative Planning
35
Creative Planning
Kansas
$62.9M +$7.05M +246,300 +13%
EB
36
Eastern Bank
Massachusetts
$59.3M -$22K -770 -0%
AFS
37
Aft Forsyth & Sober
Florida
$55.9M +$22.8M +798,050 +69%
Goldman Sachs
38
Goldman Sachs
New York
$51.8M +$3.02M +105,455 +6%
Comerica Bank
39
Comerica Bank
Texas
$49.9M +$548K +19,140 +1%
APCM
40
Alaska Permanent Capital Management
Alaska
$49.3M -$333K -11,630 -0.7%
HTC
41
Haverford Trust Company
Pennsylvania
$46.8M +$779K +27,205 +2%
GHA
42
GW Henssler & Associates
Georgia
$46.5M -$2.36M -82,490 -5%
EMA
43
Efficient Market Advisors
California
$44.8M -$2.43M -84,875 -5%
WT
44
Wilmington Trust
Delaware
$44.2M +$11.6M +405,140 +36%
NG
45
NatWest Group
United Kingdom
$42.4M -$1.36M -47,640 -3%
VAM
46
Visionary Asset Management
Texas
$40.3M +$40M +1,398,090 +12,957%
MWM
47
Modera Wealth Management
New Jersey
$39.5M +$884K +30,885 +2%
WSFS
48
Wilmington Savings Fund Society
Delaware
$39.4M -$559K -19,540 -1%
DIP
49
DT Investment Partners
Pennsylvania
$38.5M +$3.17M +110,895 +9%
Principal Financial Group
50
Principal Financial Group
Iowa
$38.3M +$522K +18,250 +1%
1
2
3 4 5