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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCTIC
526
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.6M -$3.13M – –
IP
527
Investment Partners
Ohio
$2.6M -$443K -13,340 -15%
ST
528
Sabal Trust
Florida
$2.6M +$26.6K +800 +1%
PMFA
529
Plante Moran Financial Advisors
Michigan
$2.58M +$101K +3,040 +4%
PCM
530
Perritt Capital Management
Illinois
$2.54M -$33.5K -1,010 -1%
SMC
531
Smith, Moore & Co
Missouri
$2.53M +$1.19M +35,890 +89%
BWM
532
BigSur Wealth Management
Florida
$2.52M +$332K +10,000 +15%
APA
533
American Portfolios Advisors
New York
$2.51M -$80.5K -2,425 -3%
MGIA
534
Moneta Group Investment Advisors
Missouri
$2.49M -$97.1K -2,925 -4%
PG
535
Patten Group
Tennessee
$2.49M +$106K +3,185 +4%
WI
536
WrapManager Inc
California
$2.47M -$32.7K -985 -1%
SS
537
Simplicity Solutions
Minnesota
$2.43M -$7.94M -238,965 -77%
CTC
538
Central Trust Company
Missouri
$2.43M -$167K -5,030 -6%
MA
539
Mutual Advisors
Nebraska
$2.41M +$189K +5,690 +9%
PCG
540
Private Capital Group
Connecticut
$2.41M -$308K -9,285 -11%
Cerity Partners
541
Cerity Partners
New York
$2.38M +$208K +6,265 +10%
RWMH
542
Riverpoint Wealth Management Holdings
Illinois
$2.38M +$1.27M +38,190 +115%
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$2.37M +$61.6K +1,855 +3%
PFM
544
Parsec Financial Management
North Carolina
$2.36M +$171K +5,150 +8%
SXL
545
Summit X LLC
Missouri
$2.35M -$881K -27,120 -27%
Koshinski Asset Management
546
Koshinski Asset Management
Illinois
$2.35M -$837K -25,200 -26%
CBN
547
Cadence Bank NA
Texas
$2.34M +$73.9K +2,225 +3%
UBG
548
United Bank (Georgia)
Georgia
$2.32M +$109K +3,290 +5%
SIAS
549
Shine Investment Advisory Services
Colorado
$2.29M +$838K +25,240 +58%
AAS
550
Avantax Advisory Services
Texas
$2.29M +$2.29M +69,010 New
20 21
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