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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 %
GIA
501
Granite Investment Advisors
New Hampshire
$246K -$57.9K -2,000 -19%
BAM
502
Barrett Asset Management
New York
$246K +$14.5K +500 +6%
TH
503
TCTC Holdings
Texas
$245K -$33.3K -1,150 -12%
PCM
504
Parsons Capital Management
Rhode Island
$245K +$1.45K +50 +0.6%
MIC
505
Meridian Investment Counsel
California
$243K – – –
AMIM
506
Aull & Monroe Investment Management
Alabama
$242K +$10.8K +375 +5%
CIBC World Market
507
CIBC World Market
Ontario, Canada
$241K +$241K +8,315 New
PGIM
508
Pacific Global Investment Management
California
$239K – – –
OIA
509
Optimum Investment Advisors
Illinois
$239K – – –
AW
510
ACG Wealth
Georgia
$233K – – –
HB
511
Homrich & Berg
Georgia
$232K -$28.6K -985 -11%
MCM
512
MV Capital Management
Maryland
$232K +$232K +8,000 New
CD
513
Carl Domino
Florida
$229K -$3.62K -125 -2%
CHAM
514
Clear Harbor Asset Management
Connecticut
$229K – – –
T. Rowe Price Associates
515
T. Rowe Price Associates
Maryland
$220K – – –
GLRA
516
Gerald L. Ray & Associates
Texas
$218K – – –
CAS
517
Cue Advisory Services
Arizona
$218K +$218K +7,535 New
PAG
518
Pinnacle Advisory Group
Maryland
$215K – – –
NCM
519
Noesis Capital Mangement
Florida
$212K – – –
IC
520
Intersect Capital
California
$210K +$210K +7,235 New
DCM
521
Donaldson Capital Management
Indiana
$208K +$208K +7,185 New
EWMCB
522
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$208K +$208K +7,200 New
T
523
Thomaspartners
Massachusetts
$203K -$26.8K -925 -12%
PAM
524
Peak Asset Management
Colorado
$203K +$203K +7,000 New
TNB
525
Thomasville National Bank
Georgia
$201K +$201K +6,935 New
19 20
21
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