IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

529 hedge funds and large institutions have $13.4B invested in iShares Core S&P Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 183 reducing their positions, and 27 closing their positions.

Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.29%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.75%
New
47
Increased
214
Reduced
183
Closed
27
Calls
$20.3M
Puts
$5.63M
Net Calls
+$14.6M
Net Calls Change
+$12.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.33B
2
MIH
2
Madison Investment Holdings
Wisconsin
$118M
3
Bank of America
3
Bank of America
North Carolina
$892M
4
Jane Street
4
Jane Street
New York
$27.7M
5
U
5
UBS
Switzerland
$194M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$74.8M
3
PI
3
Placemark Investments
Illinois
$4.91M
4
VAM
4
Visionary Asset Management
Texas
$296K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
AFS
51
Aft Forsyth & Sober
Florida
$31.8M 231,370 -389,520 -63%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$31.5M 229,079 -13,605 -6%
WT
53
Wilmington Trust
Delaware
$31.3M 227,638 -234 -0.1%
SHGA
54
Sand Hill Global Advisors
California
$31.1M 226,528 +6,963 +3%
PFM
55
Phillips Financial Management
Indiana
$30.7M 227,887 -2,694 -1%
BIM
56
BlackRock Investment Management
Delaware
$30.5M 222,048 -119,213 -35%
NEAM
57
New England Asset Management
Connecticut
$29.7M 216,100 – –
TCT
58
TIAA CREF Trust
Missouri
$29.3M 213,446 +17,441 +9%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$28.9M 207,886 +207,886 New
AFG
60
Arkansas Financial Group
Arkansas
$28.5M 207,360 +861 +0.4%
HNB
61
Huntington National Bank
Ohio
– – – –
CIA
62
Capital Investment Advisors
Georgia
$28.2M 205,384 +9,522 +5%
Jane Street
63
Jane Street
New York
$27.7M 201,852 +199,561 +8,711%
TAT
64
TD Ameritrade Trust
Colorado
$27.1M 197,211 -11,196 -5%
BUB
65
BBVA USA Bancshares
Texas
$26.5M 192,644 -957 -0.5%
US Bancorp
66
US Bancorp
Minnesota
$26.2M 190,316 -752 -0.4%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$25.6M 186,159 -2,099 -1%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$23.9M 173,515 +8,535 +5%
BSB
69
Bangor Savings Bank
Maine
$23.7M 172,103 -2,266 -1%
CCFCSB
70
Cape Cod Five Cents Savings Bank
Massachusetts
$23.4M 170,363 +5,414 +3%
HCM
71
Hollencrest Capital Management
California
$22.6M 164,136 +164,136 New
WTNA
72
Wilmington Trust National Association
Delaware
$22.1M 160,832 +39,861 +33%
Truist Financial
73
Truist Financial
North Carolina
$21.4M 155,718 -38 -0%
CS
74
Credit Suisse
Switzerland
$21.2M 153,861 -3,348 -2%
SOMRS
75
State of Michigan Retirement System
Michigan
$21.1M 153,300 – –
1 2
3
4 5