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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBD
676
Landsberg Bennett & Dubbaneh
Florida
$1.39M +$1.39M +41,890 New
HC
677
HNP Capital
New York
$1.39M +$1.39M +41,800 New
EWA
678
EP Wealth Advisors
California
$1.38M +$47.3K +1,425 +4%
PA
679
Parallel Advisors
California
$1.37M +$60.9K +1,835 +5%
HCA
680
Heck Capital Advisors
Wisconsin
$1.35M +$6.64K +200 +0.5%
MC
681
Moors & Cabot
Massachusetts
$1.35M +$24.6K +745 +2%
SWPG
682
Strategic Wealth Partners Group
Illinois
$1.34M +$1M +30,185 +295%
F
683
F3Logic
Minnesota
$1.33M +$577K +17,435 +76%
DACG
684
Donor Advised Charitable Giving
California
$1.33M +$397K +11,945 +43%
HB
685
Homrich & Berg
Georgia
$1.32M +$543K +16,335 +70%
GIA
686
Granite Investment Advisors
New Hampshire
$1.31M +$74.8K +2,250 +6%
SCA
687
STALEY CAPITAL ADVISERS
Pennsylvania
$1.29M +$736K +22,170 +133%
PIP
688
Peachtree Investment Partners
Florida
$1.29M +$1.29M +38,850 New
PSUF
689
People's United Financial
Connecticut
$1.29M +$341K +10,260 +36%
UTC
690
Unified Trust Company
Kentucky
$1.29M +$1.29M +38,715 New
GIA
691
Gladstone Institutional Advisory
Florida
$1.28M +$1.28M +38,655 New
SWM
692
Shakespeare Wealth Management
Wisconsin
$1.28M -$72.7K -2,190 -5%
ED
693
Exane Derivatives
France
$1.28M – – –
HH
694
Hilltop Holdings
Texas
$1.28M -$1.74M -52,425 -58%
PPP
695
Private Portfolio Partners
New Jersey
$1.28M +$1.28M +38,410 New
FA
696
FC Advisory
Pennsylvania
$1.27M -$45K -1,355 -3%
Calamos Advisors
697
Calamos Advisors
Illinois
$1.27M -$1.1M -33,155 -46%
RPGK
698
Retirement Planning Group (Kansas)
Kansas
$1.26M -$28.4K -855 -2%
OPA
699
Old Port Advisors
Maine
$1.25M +$1.25M +35,010 New
CPP
700
Crow Point Partners
Massachusetts
$1.25M -$938K -28,550 -43%
26 27
28
29 30