IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,096 hedge funds and large institutions have $29.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 425 increasing their positions, 343 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+154
Holders Change %
+16.35%
% of All Funds
24.89%
Holding in Top 10
218
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+15.34%
% of All Funds
4.95%
New
204
Increased
425
Reduced
343
Closed
40
Calls
$29.7M
Puts
$18.1M
Net Calls
+$11.6M
Net Calls Change
-$26.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$201M
2
Bank of America
Bank of America
North Carolina
+$139M
3
USAA
United Services Automobile Association
Texas
+$125M
4
LPL Financial
LPL Financial
California
+$103M
5
MRC
Millburn Ridgefield Corp
New York
+$83.6M

Top Sellers

1
SIM
Sentry Investment Management
Wisconsin
-$148M
2
HNB
Huntington National Bank
Ohio
-$115M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$101M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
701
Endurance Wealth Management
Rhode Island
$814K +$307K +8,095 +61%
WP
702
WealthShield Partners
North Carolina
$804K +$804K +20,980 New
W
703
WealthShield
North Carolina
$804K +$804K +20,980 New
WJA
704
Williams Jones & Associates
New York
$803K -$23.5K -620 -3%
FWSM
705
First Wilshire Securities Management
California
$797K -$19K -500 -2%
BWM
706
BigSur Wealth Management
Florida
$797K – – –
CAM
707
Congress Asset Management
Massachusetts
$791K -$37.2K -980 -4%
EFSCE
708
Enterprise Financial Services Corp (EFSC)
Missouri
$784K +$52.4K +1,380 +7%
HPC
709
HM Payson & Co
Maine
$783K +$11.8K +310 +2%
VWM
710
Venturi Wealth Management
Texas
$775K +$36K +950 +5%
PFS
711
Prospera Financial Services
Texas
$770K +$137K +3,565 +22%
RWA
712
Ropes Wealth Advisors
Massachusetts
$769K – – –
PCTC
713
Perkins Coie Trust Company
Washington
$766K -$25.4K -670 -3%
WAP
714
Wealthcare Advisory Partners
Pennsylvania
$754K +$146K +3,845 +24%
CIA
715
Choate Investment Advisors
Massachusetts
$741K -$67K -1,765 -8%
CBU
716
CIBC Bank USA
Illinois
$740K -$63.2K -1,665 -8%
OC
717
Oakworth Capital
Alabama
$739K +$254K +6,695 +52%
Axa
718
Axa
France
$732K – – –
PCIA
719
Prime Capital Investment Advisors
Kansas
$728K +$728K +19,170 New
AC
720
Abbrea Capital
California
$726K – – –
PSUF
721
People's United Financial
Connecticut
$715K +$715K +18,830 New
TCOT
722
Trust Company of Toledo
Ohio
$710K – – –
KL
723
KWMG LLC
Kansas
$707K -$6.27K -165 -0.9%
GWS
724
Glassman Wealth Services
Virginia
$706K +$33.4K +880 +5%
HB
725
Homrich & Berg
Georgia
$706K +$405K +10,660 +134%
27 28
29
30 31