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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
551
Avior Wealth Management
Nebraska
$82K +$144 +5 +0.2%
SF
552
Synovus Financial
Georgia
$77K +$7.4K +255 +11%
AllianceBernstein
553
AllianceBernstein
Tennessee
$73K +$5.48K +190 +8%
DIA
554
Davidson Investment Advisors
Montana
$72K -$63.6K -2,225 -47%
CLOS
555
Compagnie Lombard Odier SCmA
Switzerland
$72K -$35.9K -1,240 -33%
W
556
Wealthfront
California
$72K +$72K +2,495 New
LWCFA
557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K – – –
JWA
558
JFS Wealth Advisors
Pennsylvania
$67K -$52.9K -1,815 -44%
AssetMark Inc
559
AssetMark Inc
California
$60K +$581 +20 +1%
PO
560
Private Ocean
California
$58K +$290 +10 +0.5%
RFA
561
Reilly Financial Advisors
California
$58K +$21.3K +740 +58%
GI
562
Gradient Investments
Minnesota
$55K – – –
FAM
563
Formidable Asset Management
Ohio
$54K – – –
CBT
564
Central Bank & Trust
Kentucky
$52K +$52K +1,780 New
WF
565
WealthTrust Fairport
Ohio
$49K -$29.5K -1,025 -38%
VNA
566
Valley National Advisers
Pennsylvania
$48K +$48K +1,775 New
CFSG
567
Community Financial Services Group
Vermont
$42K +$42K +1,465 New
SMG
568
Spectrum Management Group
Indiana
$41K – – –
ECM
569
Exchange Capital Management
Michigan
$40K -$68.2K -2,430 -63%
DA
570
Dunvegan Associates
California
$40K – – –
NG
571
NatWest Group
United Kingdom
$38.6K -$2.43K -83,770 -6%
LNB
572
Ledyard National Bank
$38K – – –
WOC
573
West Oak Capital
California
$36.2K – – –
CFN
574
Cordasco Financial Network
Florida
$36K – – –
OAJ
575
Ogorek Anthony Joseph
New York
$36K +$36K +1,235 New
21 22
23
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