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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 %
OIA
726
Optimum Investment Advisors
Illinois
$704K +$379 +10 +0.1%
DAS
727
Dynamic Advisor Solutions
Arizona
$698K +$14.2K +375 +2%
CAL
728
Capital Advisors Ltd
Ohio
$682K +$31.3K +825 +5%
TNBTD
729
Trustmark National Bank Trust Department
Mississippi
$681K – – –
RMCM
730
Reynders McVeigh Capital Management
Massachusetts
$681K – – –
Lido Advisors
731
Lido Advisors
California
$680K – – –
CL
732
CIM LLC
New York
$678K – – –
VWA
733
V Wealth Advisors
Kansas
$674K -$60.3K -1,550 -8%
PCMK
734
Paragon Capital Management (Kansas)
Kansas
$672K +$672K +17,705 New
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$670K +$73.6K +1,890 +12%
B
736
Bellecapital
Switzerland
$667K – – –
AF
737
Advisornet Financial
Minnesota
$665K +$665K +17,520 New
DCM
738
Dupont Capital Management
Delaware
$664K +$664K +17,500 New
IIM
739
Ipswich Investment Management
Massachusetts
$662K -$73K -1,925 -10%
DBT
740
Dubuque Bank & Trust
Iowa
$655K -$20.9K -550 -3%
HS
741
Huntington Steele
Pennsylvania
$655K +$20.3K +535 +3%
DIA
742
Denver Investment Advisors
Colorado
$654K – – –
AA
743
Advisory Alpha
Michigan
$648K -$9.29M -237,525 -93%
TPCM
744
Three Peaks Capital Management
Colorado
$648K +$648K +17,080 New
NSIM
745
North Star Investment Management
Illinois
$644K +$31.9K +840 +5%
SLT
746
St Louis Trust
Missouri
$643K -$30K -790 -4%
BRF
747
B. Riley Financial
California
$642K -$20.7K -545 -3%
KA
748
Kovack Advisors
Florida
$642K +$150K +3,960 +31%
WCWM
749
Wooster Corthell Wealth Management
Connecticut
$638K -$31.3K -825 -5%
BC
750
Bartlett & Co
Ohio
$637K -$38K -1,000 -6%
28 29
30
31 32