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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 %
TNBTD
651
Trustmark National Bank Trust Department
Mississippi
$642K -$56.4K -1,575 -8%
RMCM
652
Reynders McVeigh Capital Management
Massachusetts
$642K +$10.2K +285 +2%
CL
653
CIM LLC
New York
$639K – – –
DBT
654
Dubuque Bank & Trust
Iowa
$638K – – –
BC
655
Bartlett & Co
Ohio
$636K +$53.7K +1,500 +9%
SLT
656
St Louis Trust
Missouri
$635K +$94K +2,625 +17%
GWS
657
Glassman Wealth Services
Virginia
$634K -$47.4K -1,325 -7%
WCWM
658
Wooster Corthell Wealth Management
Connecticut
$631K -$132K -3,695 -17%
B
659
Bellecapital
Switzerland
$629K – – –
SWM
660
SigFig Wealth Management
California
$627K +$627K +17,510 New
DCM
661
Dimension Capital Management
Florida
$625K – – –
BB
662
Busey Bank
Illinois
$625K +$17.9K +500 +3%
BRF
663
B. Riley Financial
California
$625K +$82.3K +2,300 +15%
DIA
664
Denver Investment Advisors
Colorado
$616K – – –
CAL
665
Capital Advisors Ltd
Ohio
$614K +$10.2K +285 +2%
VFA
666
Valeo Financial Advisors
Indiana
$607K +$607K +16,960 New
SCA
667
STALEY CAPITAL ADVISERS
Pennsylvania
$598K – – –
HS
668
Huntington Steele
Pennsylvania
$598K +$274K +7,675 +85%
PFS
669
Prospera Financial Services
Texas
$596K +$194K +5,385 +48%
AP
670
Appleton Partners
Massachusetts
$583K -$29.7K -830 -5%
GLA
671
Great Lakes Advisors
Illinois
$580K -$176K -4,930 -23%
MIM
672
Marco Investment Management
Georgia
$578K -$3.04K -85 -0.5%
NSIM
673
North Star Investment Management
Illinois
$577K -$5.37K -150 -0.9%
MAM
674
Marquette Asset Management
Minnesota
$577K – – –
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$574K +$481K +13,420 +514%
25 26
27
28 29