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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

933 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 445 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.3%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.82%
New
63
Increased
445
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M

Top Buyers

1
LPL Financial
LPL Financial
California
+$634M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$179M
3
Goldman Sachs
Goldman Sachs
New York
+$176M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$176M
5
Bank of America
Bank of America
North Carolina
+$139M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.18B
2
Morgan Stanley
Morgan Stanley
New York
-$234M
3
HNB
Huntington National Bank
Ohio
-$91.2M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$47.5M
5
SAS
Stelac Advisory Services
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSA
576
Robertson Stephens Advisors
California
$947K -$263K -7,570 -22%
PL
577
Plancorp LLC
Missouri
$938K – – –
PWAG
578
Polaris Wealth Advisory Group
California
$919K +$919K +26,410 New
MFT
579
Moisand Fitzgerald Tamayo
Florida
$915K -$15K -430 -2%
AFP
580
Ausdal Financial Partners
Iowa
$912K -$902K -25,935 -50%
OMC
581
Overbrook Management Corp
New York
$912K -$174K -5,000 -16%
RG
582
Rathbones Group
United Kingdom
$901K -$68.4K -1,965 -7%
DW
583
Domani Wealth
Pennsylvania
$901K +$12K +345 +1%
CLOS
584
Compagnie Lombard Odier SCmA
Switzerland
$901K +$555K +15,950 +160%
FFA
585
First Foundation Advisors
California
$890K – – –
HCMT
586
Highland Capital Management (Tennessee)
Tennessee
$871K +$72.5K +2,085 +9%
SG
587
StoneX Group
New York
$868K +$868K +24,960 New
VAM
588
Visionary Asset Management
Texas
$859K -$2.99M -85,800 -78%
AF
589
Alerus Financial
North Dakota
$835K – – –
ST
590
Spinnaker Trust
Maine
$829K +$107K +3,075 +15%
CCA
591
Clearwater Capital Advisors
Illinois
$815K +$80.9K +2,330 +11%
UBV
592
United Bank (Virginia)
Virginia
$814K +$432K +12,420 +113%
BWAM
593
Boyd Watterson Asset Management
Ohio
$812K +$269K +7,725 +49%
BFS
594
Bradley Foster & Sargent
Connecticut
$810K +$154K +4,430 +23%
KWM
595
Kingsview Wealth Management
Oregon
$804K +$133K +3,810 +20%
EVM
596
Eaton Vance Management
Massachusetts
$800K -$26.6K -765 -3%
FHC
597
First Heartland Consultants
Missouri
$798K +$173K +4,965 +28%
CBU
598
CIBC Bank USA
Illinois
$791K -$59.2K -1,700 -7%
IC
599
Intersect Capital
California
$790K +$180K +5,170 +30%
GJIC
600
Gamble Jones Investment Counsel
California
$787K – – –
22 23
24
25 26