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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

599 hedge funds and large institutions have $16.5B invested in iShares Core S&P Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 262 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+39
Holders Change %
+6.96%
% of All Funds
15.99%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
2.78%
New
90
Increased
262
Reduced
167
Closed
42
Calls
$20M
Puts
$16.7M
Net Calls
+$3.28M
Net Calls Change
-$15.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.97B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$412M
3
BIT
BlackRock Institutional Trust
California
$249M
4
Deutsche Bank
Deutsche Bank
Germany
$197M
5
Bank of America
Bank of America
North Carolina
$1.13B

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$560M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.68M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$150M
4
PI
Placemark Investments
Illinois
$40.1M
5
USAA
United Services Automobile Association
Texas
$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$98.8M +$49.7M +1,717,465 +101%
V
27
Veritable
Delaware
$89.8M +$476K +16,435 +0.5%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$88.6M +$8.46M +292,250 +11%
Citigroup
29
Citigroup
New York
$86.4M -$1.18M -40,880 -1%
M&T Bank
30
M&T Bank
New York
$76.8M +$1.07M +36,810 +1%
Creative Planning
31
Creative Planning
Kansas
$75.4M +$1.15M +39,880 +2%
AIM
32
Acropolis Investment Management
Missouri
$67.7M +$1.67M +57,815 +3%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$66M +$1.93M +66,785 +3%
LW
34
Linscomb Wealth
Texas
$64.8M -$2.87M -99,075 -4%
BF
35
BOK Financial
Oklahoma
$63.6M -$3.43M -118,395 -5%
EB
36
Eastern Bank
Massachusetts
$60.5M -$186K -6,435 -0.3%
AFS
37
Aft Forsyth & Sober
Florida
$55.7M +$703K +24,275 +1%
EMA
38
Efficient Market Advisors
California
$50.2M +$5.15M +177,670 +11%
HTC
39
Haverford Trust Company
Pennsylvania
$49.2M +$964K +33,295 +2%
GHA
40
GW Henssler & Associates
Georgia
$47.6M +$481K +16,600 +1%
CFG
41
CKW Financial Group
Hawaii
$44.7M +$1.29M +44,420 +3%
APCM
42
Alaska Permanent Capital Management
Alaska
$44.3M -$7.3M -252,120 -14%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$42.3M -$2.14M -73,295 -5%
DIP
44
DT Investment Partners
Pennsylvania
$40.6M -$122K -4,220 -0.3%
PI
45
Placemark Investments
Illinois
$40.1M -$64.7M -2,233,925 -62%
CNB
46
City National Bank
California
$40.1M +$24.8M +856,180 +162%
WSFS
47
Wilmington Savings Fund Society
Delaware
$40M +$69.7K +2,405 +0.2%
HNB
48
Huntington National Bank
Ohio
$39.6M -$35.9M – –
Principal Financial Group
49
Principal Financial Group
Iowa
$39.3M +$7.6M +262,500 +24%
MWM
50
Modera Wealth Management
New Jersey
$38.9M -$936K -32,305 -2%
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