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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 %
PAM
826
Peak Asset Management
Colorado
$257K – – –
RCM
827
Radnor Capital Management
Pennsylvania
$254K – – –
WIC
828
Woodmont Investment Counsel
Tennessee
$252K – – –
PCA
829
Peddock Capital Advisors
Massachusetts
$251K -$11.3K -315 -4%
IP
830
Intellectus Partners
California
$251K +$32.2K +900 +15%
AWP
831
Ascent Wealth Partners
New York
$251K +$251K +7,010 New
PP
832
Paloma Partners
Connecticut
$250K +$250K +7,000 New
BMO
833
Beck Mack & Oliver
New York
$249K -$14.3K -400 -5%
WPP
834
Whalerock Point Partners
Rhode Island
$249K – – –
CIS
835
Connors Investor Services
Pennsylvania
$244K -$4.48K -125 -2%
BCP
836
Berkeley Capital Partners
Georgia
$243K -$30.5K -850 -11%
MWP
837
MYCIO Wealth Partners
Pennsylvania
$241K +$715 +20 +0.3%
AWM
838
Affinity Wealth Management
Delaware
$240K – – –
GG
839
GenWealth Group
New Jersey
$237K -$65.1K -1,825 -22%
PP
840
Patten & Patten
Tennessee
$237K – – –
CANC
841
Culbertson A N & Co
Virginia
$235K – – –
MCM
842
McRae Capital Management
New Jersey
$235K +$12.9K +360 +6%
TTWM
843
TCV Trust & Wealth Management
Virginia
$234K – – –
MAM
844
Meeder Asset Management
Ohio
$231K +$61.4K +1,720 +36%
JFG
845
JMG Financial Group
Illinois
$227K – – –
SSWM
846
Smith Salley Wealth Management
North Carolina
$224K +$224K +6,270 New
SBIA
847
Sheaff Brock Investment Advisors
Indiana
$222K +$222K +6,195 New
JWM
848
Jacobus Wealth Management
Wisconsin
$218K +$57.8K +1,615 +36%
RW
849
REDW Wealth
New Mexico
$216K -$19K -530 -8%
S
850
SignatureFD
Georgia
$213K +$213K +5,955 New
32 33
34
35 36