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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 %
KTC
526
Kistler-Tiffany Companies
Pennsylvania
$194K – – –
BRWM
527
B. Riley Wealth Management
Tennessee
$194K – – –
WTB
528
Washington Trust Bank
Washington
$190K – – –
WC
529
Whitnell & Co
Illinois
$186K – – –
FFC
530
First Financial Corp
Indiana
$184K – – –
NSIM
531
North Star Investment Management
Illinois
$184K – – –
MWP
532
MYCIO Wealth Partners
Pennsylvania
$182K +$581 +20 +0.3%
BFEC
533
Benjamin F. Edwards & Company
Missouri
$149K +$46.8K +1,620 +46%
CDIA
534
Capital Directions Investment Advisors
Georgia
$146K +$8.9K +300 +6%
ST
535
Smithfield Trust
Pennsylvania
$142K +$36.3K +1,255 +34%
TSW
536
Thompson Siegel & Walmsley
Virginia
$133K – – –
UFA
537
US Financial Advisors
Massachusetts
$133K +$133K +4,605 New
FANJ
538
Financial Architects (New Jersey)
New Jersey
$125K +$38.8K +1,335 +45%
VIA
539
Vantage Investment Advisors
Pennsylvania
$122K – – –
TCM
540
TD Capital Management
Tennessee
$120K -$3.18K -110 -3%
CFA
541
CT Financial Advisors
Pennsylvania
$119K +$119K +4,120 New
EFSCE
542
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$86.8K +3,000 +269%
CWM
543
Cranbrook Wealth Management
Michigan
$117K – – –
WA
544
Winfield Associates
Ohio
$116K -$66.6K -2,295 -36%
PIA
545
Peachtree Investment Advisors
Georgia
$115K – – –
ZTNA
546
Zions Trust National Association
Utah
$112K – – –
M
547
MOTCO
Texas
$106K – – –
VFA
548
Virtus Fund Advisers
Connecticut
$96K +$5.49K +190 +6%
S
549
SignatureFD
Georgia
$91K +$91K +3,140 New
BBPWM
550
Blue Bell Private Wealth Management
Pennsylvania
$82K -$14.4K -500 -15%
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