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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 %
BWM
626
BigSur Wealth Management
Florida
$751K – – –
PCTC
627
Perkins Coie Trust Company
Washington
$746K – – –
BSW
628
Buckingham Strategic Wealth
Missouri
$739K -$5.37K -150 -0.7%
PCA
629
Personal Capital Advisors
California
$738K +$183K +5,110 +33%
DW
630
Domani Wealth
Pennsylvania
$734K -$193K -5,390 -21%
GIA
631
Granite Investment Advisors
New Hampshire
$729K +$42.9K +1,200 +6%
HPC
632
HM Payson & Co
Maine
$727K -$76.7K -2,145 -10%
RWA
633
Ropes Wealth Advisors
Massachusetts
$725K – – –
BIAS
634
Beacon Investment Advisory Services
New Jersey
$712K +$712K +19,905 New
VWM
635
Venturi Wealth Management
Texas
$704K -$101K -2,800 -13%
BCM
636
BTC Capital Management
Iowa
$698K -$108K -3,025 -13%
IIM
637
Ipswich Investment Management
Massachusetts
$693K +$38.3K +1,070 +6%
Axa
638
Axa
France
$690K – – –
EFSCE
639
Enterprise Financial Services Corp (EFSC)
Missouri
$689K +$64K +1,790 +10%
EAM
640
Evanson Asset Management
California
$688K +$223K +6,230 +48%
AC
641
Abbrea Capital
California
$684K – – –
CRC
642
Curi RMB Capital
Illinois
$678K – – –
VWA
643
V Wealth Advisors
Kansas
$675K +$28.3K +790 +4%
KL
644
KWMG LLC
Kansas
$672K -$4.11K -115 -0.6%
TCOT
645
Trust Company of Toledo
Ohio
$670K +$19K +530 +3%
OIA
646
Optimum Investment Advisors
Illinois
$664K +$21.8K +610 +3%
WA
647
WBH Advisory
Maryland
$663K +$25.9K +725 +4%
Lido Advisors
648
Lido Advisors
California
$656K +$656K +17,935 New
MLL
649
Moody Lynn & Lieberson
Massachusetts
$644K -$91.9K -2,570 -12%
DAS
650
Dynamic Advisor Solutions
Arizona
$644K +$24.9K +695 +4%
24 25
26
27 28