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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 %
BTW
676
Boston Trust Walden
Massachusetts
$573K – – –
AFNAS
677
American Financial Network Advisory Services
California
$572K +$572K +15,980 New
CHC
678
City Holding Co
West Virginia
$561K +$2.68K +75 +0.5%
CCA
679
Conservest Capital Advisors
Pennsylvania
$559K -$5.01K -140 -0.9%
EF
680
Empirical Finance
Pennsylvania
$557K -$33.7K -940 -6%
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$553K -$903 -25 -0.2%
SC
682
Savant Capital
Illinois
$552K -$1.79K -50 -0.3%
AI
683
Accredited Investors
Minnesota
$548K +$61.1K +1,710 +13%
WT
684
Washington Trust
Rhode Island
$545K – – –
GI
685
GS Investments
Minnesota
$543K +$8.05K +225 +2%
HCIA
686
Hochman Cole Investment Advisors
Illinois
$541K – – –
BCM
687
Brookmont Capital Management
Texas
$540K +$41.1K +1,150 +8%
FPS
688
Fieldpoint Private Securities
Connecticut
$540K +$540K +15,100 New
SWM
689
Stockman Wealth Management
Montana
$535K +$535K +14,945 New
GFPC
690
Global Financial Private Capital
Florida
$534K +$534K +14,930 New
CWM
691
Cranbrook Wealth Management
Michigan
$533K +$80.7K +2,255 +18%
TCM
692
Tufton Capital Management
Maryland
$531K +$531K +14,850 New
QAM
693
QCI Asset Management
New York
$530K -$44.9K -1,255 -8%
TIM
694
Tortoise Investment Management
New York
$529K – – –
WCM
695
Wealthcare Capital Management
Virginia
$524K -$254K -7,090 -33%
FIB
696
First Interstate Bank
Montana
$524K -$19.7K -550 -4%
CMP
697
Courage Miller Partners
Virginia
$516K +$4.12K +115 +0.8%
HL
698
HeadInvest LLC
Maine
$516K +$7.31K +200 +1%
LCM
699
LVM Capital Management
Michigan
$512K – – –
GMA
700
Goldstein Munger & Associates
California
$512K – – –
26 27
28
29 30