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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 %
APP
701
Avantax Planning Partners
Iowa
$511K -$20.4K -570 -4%
WTB
702
Washington Trust Bank
Washington
$508K +$91.1K +2,545 +22%
SC
703
Scholtz & Company
Connecticut
$508K +$508K +14,210 New
SG
704
StoneX Group
New York
$503K -$391K -10,910 -44%
ZB
705
Zions Bancorporation
Utah
$502K -$12.2K -340 -2%
GCA
706
Greenwood Capital Associates
South Carolina
$500K -$1.79K -50 -0.4%
PFA
707
Pure Financial Advisors
California
$496K -$132K -3,690 -21%
OCG
708
Opus Capital Group
Ohio
$494K – – –
SMC
709
Smith, Moore & Co
Missouri
$485K +$98K +2,740 +25%
CG
710
Caprock Group
Idaho
$480K +$36.7K +1,025 +8%
BBNB
711
Baker Boyer National Bank
Washington
$479K +$479K +13,395 New
EWM
712
Endurance Wealth Management
Rhode Island
$478K +$52.8K +1,475 +12%
KBC Group
713
KBC Group
Belgium
$475K +$19.7K +550 +4%
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$471K +$71.5K +2,000 +18%
AEPG
715
American Economic Planning Group
New Jersey
$465K -$33.6K -940 -7%
KA
716
Kovack Advisors
Florida
$463K -$46.5K -1,300 -9%
AIA
717
Armor Investment Advisors
North Carolina
$462K – – –
DY
718
Dowling & Yahnke
California
$460K – – –
EWA
719
Exencial Wealth Advisors
Oklahoma
$460K +$18.3K +510 +4%
ANBT
720
American National Bank & Trust
Texas
$456K – – –
FPCG
721
Fort Pitt Capital Group
Pennsylvania
$455K -$13.4K -375 -3%
MFBTD
722
MB Financial Bank - Trust Department
Illinois
$449K +$118K +3,300 +36%
SCA
723
Sage Capital Advisors
South Dakota
$447K +$1.43K +40 +0.3%
OCM
724
One Capital Management
California
$446K -$9.31K -260 -2%
JSL
725
JT Stratford LLC
Georgia
$446K +$27.2K +760 +6%
27 28
29
30 31