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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
+$207M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$173M
3
BIT
BlackRock Institutional Trust
California
+$115M
4
Deutsche Bank
Deutsche Bank
Germany
+$87.2M
5
Bank of America
Bank of America
North Carolina
+$61.7M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$1.12B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$106M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$98.8M
4
PI
Placemark Investments
Illinois
-$64.7M
5
USAA
United Services Automobile Association
Texas
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Affinity Wealth Management
Delaware
$314K +$314K +10,855 New
TCB
477
Texas Capital Bancshares
Texas
$309K – – –
CHC
478
City Holding Co
West Virginia
$299K – – –
ACM
479
Azimuth Capital Management
Michigan
$290K +$290K +10,025 New
FI
480
FormulaFolio Investments
Michigan
$286K +$286K +9,890 New
MC
481
Miles Capital
Iowa
$284K -$257K -8,880 -47%
DP
482
Dearborn Partners
Illinois
$284K +$290 +10 +0.1%
BII
483
Bainco International Investors
Massachusetts
$282K – – –
VDI
484
Vaughan David Investments
Illinois
$280K +$22.8K +785 +9%
LIA
485
LS Investment Advisors
Michigan
$279K – – –
AIM
486
Advantage Investment Management
Iowa
$279K +$279K +9,640 New
FSC
487
Fiduciary Services Corp
Georgia
$277K – – –
FPCP
488
Fort Point Capital Partners
California
$276K +$276K +9,525 New
LAIC
489
Lederer & Associates Investment Counsel
California
$274K +$274K +9,475 New
BBHC
490
Brown Brothers Harriman & Co
New York
$269K -$518K -17,845 -66%
BFA
491
Bragg Financial Advisors
North Carolina
$268K – – –
CMP
492
Courage Miller Partners
Virginia
$266K -$1.89K -65 -0.7%
LC
493
Lourd Capital
California
$265K – – –
SIC
494
Salem Investment Counselors
North Carolina
$263K +$7.54K +260 +3%
Neuberger Berman Group
495
Neuberger Berman Group
New York
$263K +$263K +9,100 New
BW
496
Bison Wealth
Georgia
$261K +$261K +9,010 New
BCP
497
Blue Chip Partners
Michigan
$260K +$260K +8,965 New
EAM
498
Evanson Asset Management
California
$254K +$5.8K +200 +2%
GA
499
Geneva Advisors
Illinois
$250K +$250K +8,645 New
SAM
500
Solaris Asset Management
New York
$248K +$248K +8,580 New
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