IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$716M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$137M
3
LPL Financial
LPL Financial
California
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$86.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$132M
2
Bank of America
Bank of America
North Carolina
-$69.1M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$46.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
501
Broadview Financial Management
Wisconsin
$2.33M +$23.4K +625 +1%
CPSAC
502
Chas P. Smith & Associates (CPS)
Florida
$2.33M +$39.6K +1,055 +2%
CCT
503
Country Club Trust
Missouri
$2.33M +$2.33M +62,010 New
FNBT
504
FineMark National Bank & Trust
Florida
$2.32M -$139K -3,710 -6%
SNT
505
Security National Trust
West Virginia
$2.32M -$6.94K -185 -0.3%
AC
506
Alley Company
Illinois
$2.31M +$47.8K +1,275 +2%
HT
507
Hefren-Tillotson
Pennsylvania
$2.3M +$95.5K +2,545 +4%
AWA
508
Arete Wealth Advisors
Illinois
$2.29M +$174K +4,645 +8%
BIM
509
Bridgecreek Investment Management
Oklahoma
$2.27M – – –
PFM
510
Parsec Financial Management
North Carolina
$2.25M -$1.31K -35 -0.1%
SFA
511
Sequoia Financial Advisors
Ohio
$2.24M +$115K +3,060 +5%
UBG
512
United Bank (Georgia)
Georgia
$2.24M +$88.9K +2,370 +4%
Invesco
513
Invesco
Georgia
$2.24M -$53.8K -1,435 -2%
MWP
514
Moller Wealth Partners
$2.22M – – –
BHIA
515
Birch Hill Investment Advisors
Massachusetts
$2.21M +$226K +6,015 +11%
AIA
516
Arcadia Investment Advisors
Idaho
$2.13M -$185K -4,920 -8%
SP
517
SWS Partners
Ohio
$2.12M +$357K +9,735 +20%
OWD
518
Osborn Williams & Donohoe
Ohio
$2.11M -$60.8K -1,620 -3%
IWP
519
Icon Wealth Partners
Texas
$2.11M +$1.21M +32,155 +134%
CRC
520
Curi RMB Capital
Illinois
$2.1M -$1.13K -30 -0.1%
SPIA
521
Strategic Point Investment Advisors
Rhode Island
$2.09M +$671K +17,885 +47%
BG
522
Bahl & Gaynor
Ohio
$2.08M -$35.6K -950 -2%
CWM
523
Capital Wealth Management
Rhode Island
$2.08M +$407K +10,850 +24%
SIA
524
Starfire Investment Advisers
Michigan
$2.06M +$2.06M +54,930 New
SWM
525
SVA Wealth Management
Wisconsin
$2.06M -$205K -5,715 -9%
19 20
21
22 23