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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

599 hedge funds and large institutions have $16.5B invested in iShares Core S&P Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 262 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+39
Holders Change %
+6.96%
% of All Funds
15.99%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
2.78%
New
90
Increased
262
Reduced
167
Closed
42
Calls
$20M
Puts
$16.7M
Net Calls
+$3.28M
Net Calls Change
-$15.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.97B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$412M
3
BIT
3
BlackRock Institutional Trust
California
$249M
4
Deutsche Bank
4
Deutsche Bank
Germany
$197M
5
Bank of America
5
Bank of America
North Carolina
$1.13B

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$560M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.68M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$150M
4
PI
4
Placemark Investments
Illinois
$40.1M
5
USAA
5
United Services Automobile Association
Texas
$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
51
Lenox Wealth Advisors
New York
$38M +$416K +14,350 +1%
TCT
52
TIAA CREF Trust
Missouri
$37.5M +$4.08M +140,730 +12%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$37M -$435K -15,005 -1%
BP
54
Ballentine Partners
Massachusetts
$35.8M -$414K -14,290 -1%
BPB
55
Badgley, Phelps & Bell
Washington
$35.7M +$405K +13,970 +1%
SHGA
56
Sand Hill Global Advisors
California
$35.2M -$5.05M -174,365 -13%
BIM
57
BlackRock Investment Management
Delaware
$35M +$1.09M +37,530 +3%
Lazard Asset Management
58
Lazard Asset Management
New York
$34.9M +$1.02M +35,060 +3%
PFM
59
Phillips Financial Management
Indiana
$33.6M +$1.22M +42,705 +4%
AFG
60
Arkansas Financial Group
Arkansas
$32.6M +$1.78M +61,570 +6%
CIA
61
Capital Investment Advisors
Georgia
$31.8M +$679K +23,440 +2%
DWM
62
Destination Wealth Management
California
$31.1M -$57.2K -1,975 -0.2%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$29.9M +$975K +33,655 +3%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$29.1M -$158K -5,470 -0.5%
FMWA
65
Forvis Mazars Wealth Advisors
Missouri
$28.9M +$1.08M +37,300 +4%
PA
66
Planning Alternatives
Michigan
$28.9M +$8.15M +281,595 +39%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$28.8M -$25.4M -876,110 -47%
US Bancorp
68
US Bancorp
Minnesota
$28.3M +$96.9K +3,345 +0.3%
Mariner
69
Mariner
Kansas
$27M +$1.84M +63,535 +7%
CCFCSB
70
Cape Cod Five Cents Savings Bank
Massachusetts
$26.6M +$434K +15,000 +2%
SOMRS
71
State of Michigan Retirement System
Michigan
$26.3M -$1.26M -43,500 -5%
TAT
72
TD Ameritrade Trust
Colorado
$26.1M -$147K -5,010 -0.6%
Truist Financial
73
Truist Financial
North Carolina
$25.2M +$1.7M +58,590 +7%
NMIS
74
Northwestern Mutual Investment Services
Wisconsin
$25.1M +$2.72M +93,790 +12%
BSB
75
Bangor Savings Bank
Maine
$25M +$697K +24,075 +3%
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