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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 %
CCA
726
Cobblestone Capital Advisors
New York
$445K -$22.5K -630 -5%
OC
727
Oakworth Capital
Alabama
$441K – – –
Toronto Dominion Bank
728
Toronto Dominion Bank
Ontario, Canada
$435K – – –
BA
729
BKS Advisors
Michigan
$435K – – –
AF
730
Arrow Financial
New York
$431K -$65.3K -1,825 -13%
CBT
731
Capital Bank & Trust
California
$431K +$3.58K +100 +0.8%
JIC
732
Joel Isaacson & Co
New York
$426K -$32.2K -900 -7%
FC
733
Financial Consulate
Maryland
$426K +$3.04K +85 +0.7%
WSTAM
734
Wilbanks Smith & Thomas Asset Management
Virginia
$425K +$183K +5,110 +75%
WP
735
WMS Partners
Maryland
$420K – – –
ACP
736
Aveo Capital Partners
Colorado
$415K -$3.22K -90 -0.8%
CL
737
CPWM LLC
Washington
$414K +$179 +5 +0%
M
738
MOTCO
Texas
$414K +$3.76K +105 +0.9%
SBSB
739
Sullivan, Bruyette, Speros & Blaney
Virginia
$412K -$71.1K -1,985 -15%
HFS
740
Haverford Financial Services
Pennsylvania
$411K – – –
RMC
741
Regis Management Company
California
$406K – – –
MCM
742
MV Capital Management
Maryland
$406K – – –
CCM
743
Covington Capital Management
California
$405K +$405K +11,330 New
CLOS
744
Compagnie Lombard Odier SCmA
Switzerland
$404K -$522K -14,600 -56%
CPA
745
Clear Perspective Advisors
Illinois
$403K – – –
FBC
746
Fairfield, Bush & Co
Connecticut
$402K -$85.1K -2,375 -17%
EC
747
Estate Counselors
Wisconsin
$400K -$35.8K -1,000 -8%
TIA
748
Tiemann Investment Advisors
California
$400K +$13.6K +380 +4%
W
749
Wealthfront
California
$400K +$400K +11,170 New
Wolverine Trading
750
Wolverine Trading
Illinois
$399K +$399K +11,160 New
28 29
30
31 32