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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 %
FCB
776
First Command Bank
Texas
$323K +$13.2K +370 +4%
FCFS
777
First Command Financial Services
Texas
$323K +$13.2K +370 +4%
KCPG
778
Kavar Capital Partners Group
Kansas
$322K – – –
SCM
779
Southport Capital Management
Tennessee
$320K -$7.17K -200 -2%
LNWWM
780
Laird Norton Wetherby Wealth Management
California
$319K – – –
RWG
781
Regal Wealth Group
California
$317K -$42K -1,175 -12%
MCM
782
Maple Capital Management
Vermont
$317K +$11.1K +310 +4%
CAG
783
Csenge Advisory Group
Florida
$308K +$308K +8,615 New
OFG
784
Oxford Financial Group
Indiana
$308K +$101K +2,830 +49%
PG
785
Proffitt & Goodson
Tennessee
$306K -$202K -5,650 -40%
Kovitz Investment Group Partners
786
Kovitz Investment Group Partners
Illinois
$303K -$13.6K -380 -4%
Verition Fund Management
787
Verition Fund Management
Connecticut
$302K +$302K +8,435 New
MIC
788
Meridian Investment Counsel
California
$301K – – –
CCM
789
Coe Capital Management
Illinois
$301K +$41.1K +1,150 +16%
RIG
790
Roosevelt Investment Group
New York
$301K +$301K +8,415 New
BAM
791
Barrett Asset Management
New York
$300K -$35.8K -1,000 -11%
EHC
792
Everett Harris & Co
California
$299K +$299K +8,370 New
IWA
793
Intercontinental Wealth Advisors
Texas
$297K -$3.94K -110 -1%
JFGIW
794
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$292K -$226K -6,300 -44%
BW
795
Bison Wealth
Georgia
$291K +$27.6K +770 +10%
BFEC
796
Benjamin F. Edwards & Company
Missouri
$290K +$34.9K +975 +14%
FG
797
Fiduciary Group
Georgia
$289K -$15.9K -445 -5%
WGCA
798
Wolf Group Capital Advisors
Virginia
$288K +$13.4K +370 +5%
HB
799
Homrich & Berg
Georgia
$284K +$12K +335 +4%
MWAC
800
Mariner Wealth Advisors (Cincinnati)
Ohio
$282K -$143K -4,005 -34%
30 31
32
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