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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 %
FA
751
FMA Advisory
Pennsylvania
$399K +$399K +11,165 New
BFPW
752
BOK Financial Private Wealth
Colorado
$393K -$292K -8,140 -43%
MPI
753
Mairs & Power Inc
Minnesota
$381K – – –
LIA
754
LS Investment Advisors
Michigan
$381K – – –
TC
755
Trust Company
Kansas
$379K -$668K -18,695 -64%
CWM
756
Concentric Wealth Management
California
$378K – – –
ECM
757
EagleClaw Capital Management
Massachusetts
$378K – – –
VIA
758
Vantage Investment Advisors
Pennsylvania
$373K +$11.3K +315 +3%
ZF
759
Zhang Financial
Michigan
$370K – – –
TB
760
Terril Brothers
Missouri
$367K – – –
LA
761
Leonetti & Associates
Illinois
$360K +$15.9K +445 +5%
GKWIM
762
Gerber Kawasaki Wealth & Investment Management
California
$358K -$36.5K -1,010 -9%
GIA
763
Guyasuta Investment Advisors
Pennsylvania
$358K – – –
DIA
764
Dana Investment Advisors
Wisconsin
$357K – – –
BCI
765
Brinker Capital Investments
Pennsylvania
$357K +$17.5K +490 +5%
FFW
766
Fusion Family Wealth
New York
$356K -$35.3K -985 -9%
RA
767
RFG Advisory
Alabama
$350K +$98.6K +2,735 +39%
BFA
768
Bragg Financial Advisors
North Carolina
$341K – – –
MCP
769
Mirador Capital Partners
California
$341K – – –
CIAS
770
Capital Investment Advisory Services
North Carolina
$339K -$103K -2,875 -23%
EFS
771
Essex Financial Services
Connecticut
$337K -$1.25M -34,920 -79%
TH
772
TCTC Holdings
Texas
$333K – – –
VCM
773
Vivaldi Capital Management
Illinois
$330K -$183K -5,110 -36%
SVCP
774
Silicon Valley Capital Partners
California
$330K -$12.7K -355 -4%
BFG
775
Beacon Financial Group
Texas
$323K – – –
29 30
31
32 33