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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$716M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$137M
3
LPL Financial
LPL Financial
California
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$86.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$132M
2
Bank of America
Bank of America
North Carolina
-$69.1M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$46.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
801
Barclays
United Kingdom
$525K +$112K +2,985 +27%
CCB
802
Cutter & Co Brokerage
Missouri
$525K +$525K +13,985 New
SBWM
803
Sunflower Bank Wealth Management
Arizona
$524K – – –
OCM
804
One Capital Management
California
$522K +$67.6K +1,800 +15%
OCG
805
Opus Capital Group
Ohio
$518K – – –
SWM
806
Stockman Wealth Management
Montana
$514K +$70.4K +1,875 +16%
BC
807
Bartlett & Co
Ohio
$512K -$117K -3,125 -19%
BA
808
BKS Advisors
Michigan
$512K -$18.7K -500 -4%
BCWM
809
Bartlett & Co Wealth Management
Ohio
$512K +$512K +13,645 New
B
810
Brightworth
Georgia
$509K -$53.5K -1,430 -10%
ZB
811
Zions Bancorporation
Utah
$507K -$10.3K -275 -2%
LCM
812
LVM Capital Management
Michigan
$506K -$7.12K -190 -1%
APP
813
Avantax Planning Partners
Iowa
$506K +$26.6K +710 +6%
BBNB
814
Baker Boyer National Bank
Washington
$502K – – –
FCH
815
Freestone Capital Holdings
Washington
$501K -$19.3M -514,475 -97%
GCA
816
Greenwood Capital Associates
South Carolina
$501K -$22.9K -610 -4%
HBWM
817
Hollow Brook Wealth Management
New York
$500K – – –
WGCA
818
Wolf Group Capital Advisors
Virginia
$486K +$156K +4,155 +47%
OIA
819
OneDigital Investment Advisors
Kansas
$482K -$27.9K -745 -5%
SBSB
820
Sullivan, Bruyette, Speros & Blaney
Virginia
$481K +$148K +3,940 +44%
TIA
821
Tiemann Investment Advisors
California
$480K -$3.57K -95 -0.7%
AIA
822
Armor Investment Advisors
North Carolina
$476K – – –
AF
823
Arrow Financial
New York
$476K +$31.5K +840 +7%
SCA
824
Sage Capital Advisors
South Dakota
$473K +$1.69K +45 +0.4%
HCIA
825
Hochman Cole Investment Advisors
Illinois
$463K -$14.4K -385 -3%
31 32
33
34 35