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 %
VAM
751
Visionary Asset Management
Texas
$1.01M -$182K -5,485 -15%
BHBT
752
Burke & Herbert Bank & Trust
Virginia
$1.01M – – –
PCA
753
Providence Capital Advisors
North Carolina
$999K +$33.4K +1,005 +3%
KP
754
Keel Point
Alabama
$999K +$609K +18,325 +156%
BCM
755
BTC Capital Management
Iowa
$988K – – –
CCMD
756
Cypress Capital Management (Delaware)
Delaware
$986K – – –
ACG
757
Allen Capital Group
Nebraska
$982K +$697K +19,225 +245%
BAM
758
Berkshire Asset Management
Pennsylvania
$981K +$84.9K +2,555 +9%
CL
759
Choreo LLC
Illinois
$978K -$48.5K -1,460 -5%
DI
760
DFPG Investments
Utah
$975K +$975K +29,370 New
DDC
761
DF Dent & Co
Maryland
$969K -$51.5K -1,550 -5%
BFC
762
Bedel Financial Consulting
Indiana
$967K – – –
CA
763
Commerzbank Aktiengesellschaft
Germany
$963K – – –
HIMC
764
Heritage Investors Management Corp
Maryland
$955K +$327K +9,840 +52%
BCM
765
Brasada Capital Management
Texas
$948K -$8.97K -270 -0.9%
TNB
766
Thomasville National Bank
Georgia
$929K -$830 -25 -0.1%
GT
767
Glenview Trust
Kentucky
$917K -$83K -2,500 -8%
CI
768
CX Institutional
Indiana
$915K +$915K +27,540 New
BW
769
Bison Wealth
Georgia
$912K +$101K +3,025 +12%
RC
770
RegentAtlantic Capital
New Jersey
$911K – – –
VWA
771
V Wealth Advisors
Kansas
$902K +$33K +955 +4%
EWM
772
Endurance Wealth Management
Rhode Island
$901K +$29.9K +900 +3%
TF
773
Trek Financial
Arizona
$899K +$899K +27,055 New
CL
774
Cabana LLC
Arkansas
$899K +$899K +27,070 New
PWS
775
Paragon Wealth Strategies
Florida
$897K -$499K -15,185 -36%
29 30
31
32 33