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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 %
NCM
801
Noesis Capital Mangement
Florida
$280K -$6.27K -175 -2%
EA
802
Elm Advisors
California
$280K – – –
SFG
803
SevenBridge Financial Group
Pennsylvania
$280K – – –
DWM
804
Doyle Wealth Management
Florida
$278K +$50.3K +1,405 +22%
SYBT
805
Stock Yards Bank & Trust
Kentucky
$276K -$10.4K -290 -4%
IC
806
Investment Counsel
Michigan
$276K – – –
BA
807
Boston Advisors
Massachusetts
$275K -$45.7K -1,275 -14%
G
808
GenTrust
Florida
$274K +$896 +25 +0.3%
LDB
809
Lee, Danner & Bass
Tennessee
$272K – – –
JWS
810
Juncture Wealth Strategies
Arizona
$272K +$17K +475 +7%
Fisher Asset Management
811
Fisher Asset Management
Washington
$272K +$17.3K +485 +7%
CT
812
Coastline Trust
Rhode Island
$271K +$271K +7,575 New
SAM
813
Silvercrest Asset Management
New York
$271K +$271K +7,585 New
GC
814
Gibson Capital
Pennsylvania
$269K – – –
NHC
815
Nicholas Hoffman & Company
Georgia
$268K -$17.7K -495 -6%
CGA
816
Crescent Grove Advisors
Illinois
$268K – – –
LAIC
817
Lederer & Associates Investment Counsel
California
$266K – – –
TSW
818
Thompson Siegel & Walmsley
Virginia
$266K +$1.97K +55 +0.7%
WPC
819
Waters Parkerson & Co
Louisiana
$265K +$7.52K +210 +3%
MG
820
Mather Group
Illinois
$262K -$36.8M -1,029,305 -99%
T. Rowe Price Associates
821
T. Rowe Price Associates
Maryland
$260K – – –
BBHC
822
Brown Brothers Harriman & Co
New York
$260K +$184K +5,140 +242%
PAS
823
Partnervest Advisory Services
California
$259K -$168K -4,690 -39%
UR
824
USCA RIA
Texas
$259K – – –
JPMIA
825
J.P. Marvel Investment Advisors
Massachusetts
$257K – – –
31 32
33
34 35