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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

942 hedge funds and large institutions have $26.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 432 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+9
Holders Change %
+0.96%
% of All Funds
23.52%
Holding in Top 10
189
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.07%
% of All Funds
4.72%
New
66
Increased
432
Reduced
309
Closed
45
Calls
$47.3M
Puts
$9.13M
Net Calls
+$38.2M
Net Calls Change
+$17.1M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$294M
2
Bank of America
Bank of America
North Carolina
+$130M
3
LPL Financial
LPL Financial
California
+$85.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$65.8M
5
Ameriprise
Ameriprise
Minnesota
+$55M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$429M
2
BlackRock
BlackRock
New York
-$353M
3
CM
Churchill Management
California
-$201M
4
UBS Group
UBS Group
Switzerland
-$134M
5
Goldman Sachs
Goldman Sachs
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
576
Rikoon Group
New Mexico
$1.1M +$2.68K +75 +0.2%
UBV
577
United Bank (Virginia)
Virginia
$1.09M +$254K +7,110 +30%
PWAG
578
Polaris Wealth Advisory Group
California
$1.06M +$113K +3,145 +12%
EWA
579
EP Wealth Advisors
California
$1.05M -$162K -4,520 -13%
CCA
580
Clearwater Capital Advisors
Illinois
$1.05M +$198K +5,475 +23%
DDC
581
DF Dent & Co
Maryland
$1.04M – – –
CCMD
582
Cypress Capital Management (Delaware)
Delaware
$1.04M +$1.04M +29,000 New
CA
583
Commerzbank Aktiengesellschaft
Germany
$1.04M +$489K +13,680 +89%
SI
584
Stephens Inc
Arkansas
$1.02M -$25.8K -720 -2%
MA
585
MCF Advisors
Kentucky
$1.01M +$509K +14,220 +101%
LIA
586
LBMC Investment Advisors
Tennessee
$1.01M +$1.43K +40 +0.1%
AFP
587
Ausdal Financial Partners
Iowa
$1M +$64K +1,790 +7%
SLG
588
Stanley-Laman Group
Pennsylvania
$996K -$6.26K -175 -0.6%
SPIA
589
Strategic Point Investment Advisors
Rhode Island
$987K +$424K +11,865 +75%
KWM
590
Kingsview Wealth Management
Oregon
$974K +$147K +4,110 +18%
B
591
Brightworth
Georgia
$969K +$969K +27,085 New
BFS
592
Bradley Foster & Sargent
Connecticut
$965K +$132K +3,690 +16%
PL
593
Plancorp LLC
Missouri
$964K – – –
MWM
594
Meridian Wealth Management
Kentucky
$955K +$454K +13,005 +91%
EVM
595
Eaton Vance Management
Massachusetts
$943K +$120K +3,345 +15%
OMC
596
Overbrook Management Corp
New York
$938K – – –
MFT
597
Moisand Fitzgerald Tamayo
Florida
$935K -$6.44K -180 -0.7%
CDIA
598
Capital Directions Investment Advisors
Georgia
$935K +$935K +26,120 New
HCMT
599
Highland Capital Management (Tennessee)
Tennessee
$930K +$34.2K +955 +4%
TI
600
Truepoint Inc
Ohio
$911K -$903K -25,215 -50%
22 23
24
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