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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

551 hedge funds and large institutions have $16.2B invested in iShares Core S&P Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+22
Holders Change %
+4.16%
% of All Funds
15.85%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.96%
New
46
Increased
240
Reduced
177
Closed
20
Calls
$37.7M
Puts
$11.9M
Net Calls
+$25.9M
Net Calls Change
+$11.2M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$1.19B
2
Citigroup
2
Citigroup
New York
$450M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$198M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.56B
5
U
5
UBS
Switzerland
$290M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$349M
2
CFG
2
CKW Financial Group
Hawaii
$24K
3
Jane Street
3
Jane Street
New York
$361K
4
HNB
4
Huntington National Bank
Ohio
$35.3M
5
LPT
5
Legacy Private Trust
Wisconsin
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
51
City National Bank
California
$38.1M +$18.6M +650,940 +96%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$38M +$27.6M +963,955 +264%
LWA
53
Lenox Wealth Advisors
New York
$36.4M +$2.64M +93,240 +8%
Lazard Asset Management
54
Lazard Asset Management
New York
$36M -$979K -34,220 -3%
BP
55
Ballentine Partners
Massachusetts
$36M -$5.19M -181,280 -13%
HNB
56
Huntington National Bank
Ohio
$35.3M -$28.5M – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$35.1M +$2.28M +79,730 +7%
BPB
58
Badgley, Phelps & Bell
Washington
$34.4M -$567K -19,810 -2%
BIM
59
BlackRock Investment Management
Delaware
$34.1M +$2.34M +81,740 +7%
SHGA
60
Sand Hill Global Advisors
California
$33.8M +$1.38M +48,165 +4%
DWM
61
Destination Wealth Management
California
$32.9M -$436K -15,225 -1%
TCT
62
TIAA CREF Trust
Missouri
$32.3M +$1.76M +61,480 +6%
PFM
63
Phillips Financial Management
Indiana
$32.2M +$19.9K +705 +0.1%
NEAM
64
New England Asset Management
Connecticut
$30.9M – – –
AFG
65
Arkansas Financial Group
Arkansas
$30.3M +$654K +22,845 +2%
CIA
66
Capital Investment Advisors
Georgia
$29.9M +$528K +18,450 +2%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$29.2M -$542K -18,935 -2%
US Bancorp
68
US Bancorp
Minnesota
$27.3M +$50.8K +1,775 +0.2%
BUB
69
BBVA USA Bancshares
Texas
$27.1M -$502K -17,535 -2%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$26.9M +$259K +9,035 +1%
VF
71
Virtu Financial
New York
$26.8M +$26.8M +936,115 New
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$26M +$1.16M +40,665 +5%
WTNA
73
Wilmington Trust National Association
Delaware
$25.9M +$2.86M +99,950 +12%
TAT
74
TD Ameritrade Trust
Colorado
$25.5M -$2.75M -96,025 -10%
CCFCSB
75
Cape Cod Five Cents Savings Bank
Massachusetts
$24.8M +$398K +13,920 +2%
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3
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