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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 %
TCM
776
Tradition Capital Management
New Jersey
$888K +$12.1K +365 +1%
SLG
777
Stanley-Laman Group
Pennsylvania
$885K -$2.66K -80 -0.3%
PIA
778
Pinion Investment Advisors
Kansas
$884K +$310K +9,335 +54%
EAM
779
Evanson Asset Management
California
$879K – – –
PWA
780
Peterson Wealth Advisors
Utah
$878K -$175K -5,275 -17%
PL
781
Plancorp LLC
Missouri
$872K – – –
GC
782
Grace Capital
Massachusetts
$869K +$199K +6,000 +30%
EF
783
Empirical Finance
Pennsylvania
$867K +$867K +26,105 New
VWM
784
Venturi Wealth Management
Texas
$864K +$161K +4,960 +23%
MWM
785
Mission Wealth Management
California
$850K +$142K +4,285 +20%
SFSIG
786
San Francisco Sentry Investment Group
California
$849K – – –
OFG
787
Omega Financial Group
California
$848K +$848K +25,525 New
BRM
788
Boston Research & Management
Massachusetts
$842K +$627K +18,875 +291%
CCB
789
Cutter & Co Brokerage
Missouri
$840K +$264K +7,960 +46%
BWCS
790
Beirne Wealth Consulting Services
Connecticut
$835K +$835K +25,130 New
SC
791
Savant Capital
Illinois
$814K -$537K -16,170 -40%
LFG
792
LifePlan Financial Group
Ohio
$812K -$63.3K -1,905 -7%
FMC
793
First Merchants Corp
Indiana
$803K +$32.2K +970 +4%
PAMG
794
Patton Albertson Miller Group
Tennessee
$798K -$1.96M -52,705 -71%
MFT
795
Moisand Fitzgerald Tamayo
Florida
$789K -$28.1K -845 -3%
KLCM
796
KG&L Capital Management
Louisiana
$784K +$784K +23,470 New
BFS
797
Bradley Foster & Sargent
Connecticut
$768K -$40.7K -1,225 -5%
SFFS
798
Stonehage Fleming Financial Services
Jersey
$768K +$768K +23,135 New
RCG
799
Ruggie Capital Group
Florida
$764K +$592K +17,805 +343%
VOYA Investment Management
800
VOYA Investment Management
Georgia
$762K -$613K -18,460 -45%
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