IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
726
Brighton Jones LLC
Washington
$1.12M -$4.98K -150 -0.4%
LIA
727
LBMC Investment Advisors
Tennessee
$1.11M +$1.66K +50 +0.1%
LFA
728
Legacy Financial Advisors
Kentucky
$1.11M -$436K -13,115 -28%
SBH
729
Segall Bryant & Hamill
Illinois
$1.11M +$39.2K +1,180 +4%
KBFS
730
Kohmann Bosshard Financial Services
Ohio
$1.11M – – –
KLI
731
Kelman-Lazarov Inc
Tennessee
$1.1M +$1.1M +33,130 New
SAM
732
Seelaus Asset Management
New Jersey
$1.08M -$11.5K -345 -1%
RI
733
RPTC Inc
Wyoming
$1.08M +$7.31K +220 +0.7%
BUB
734
BBVA USA Bancshares
Texas
$1.08M -$93.3K -2,810 -8%
PCA
735
Personal Capital Advisors
California
$1.07M +$388K +11,690 +57%
CI
736
Cigna Investments
Connecticut
$1.07M -$24.9K -750 -2%
LFPWM
737
Leicht Financial Planning & Wealth Management
New Jersey
$1.06M -$139K -4,220 -12%
AF
738
Alerus Financial
North Dakota
$1.06M -$60.1K -1,810 -5%
AFC
739
AFT Forsyth & Company
Florida
$1.06M -$8.8K -265 -0.8%
IAA
740
Independent Advisor Alliance
North Carolina
$1.06M +$1.06M +28,460 New
CFA
741
Clarfeld Financial Advisors
New York
$1.05M +$1.05M +31,675 New
HL
742
HeadInvest LLC
Maine
$1.05M +$530K +15,965 +102%
RG
743
Rikoon Group
New Mexico
$1.04M +$5.48K +165 +0.5%
BCI
744
Brinker Capital Investments
Pennsylvania
$1.04M +$312K +9,395 +43%
CHA
745
Carmichael Hill & Associates
Maryland
$1.03M -$31.2K -940 -3%
RG
746
Rathbones Group
United Kingdom
$1.03M +$166 +5 +0%
CSIC
747
Clifford Swan Investment Counsel
California
$1.03M +$581K +17,485 +130%
SWM
748
Sequoia Wealth Management
Illinois
$1.02M -$448K -13,490 -31%
DSC
749
Duncker Streett & Co
Missouri
$1.02M -$32.7K -985 -3%
SBA
750
Secrest Blakey & Associates
North Carolina
$1.01M -$230K -6,935 -19%
28 29
30
31 32