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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 %
NB
851
Nicolet Bankshares
Wisconsin
$212K – – –
JC
852
Jentner Corp
Ohio
$211K – – –
CHP
853
Cable Hill Partners
Oregon
$211K +$211K +5,910 New
EWM
854
Empirical Wealth Management
Washington
$207K -$4.12K -115 -2%
PA
855
Paracle Advisors
Washington
$207K – – –
CSIC
856
Clifford Swan Investment Counsel
California
$206K – – –
UWPG
857
Ullmann Wealth Partners Group
Florida
$205K -$2.94M -95,475 -93%
CISOA
858
Capital Investment Services of America
Wisconsin
$204K +$204K +5,690 New
SS
859
Simplicity Solutions
Minnesota
$203K -$2.75M -76,905 -93%
GLRA
860
Gerald L. Ray & Associates
Texas
$203K +$203K +5,675 New
BCP
861
Blue Chip Partners
Michigan
$201K +$1.08K +30 +0.5%
AssetMark Inc
862
AssetMark Inc
California
$182K -$23.1K -645 -11%
PWM
863
Perigon Wealth Management
California
$168K -$1.61K -45 -0.9%
RFWA
864
RPg Family Wealth Advisory
Massachusetts
$165K -$27.7K -775 -14%
FNB
865
Farmers National Bank
Kentucky
$162K -$2.14K -60 -1%
FA
866
Fortis Advisors
Pennsylvania
$161K +$161K +4,505 New
PO
867
Private Ocean
California
$145K +$538 +15 +0.4%
PFBT
868
Parkside Financial Bank & Trust
Missouri
$143K -$5.53K -155 -4%
VCM
869
Vigilant Capital Management
Maine
$143K – – –
JCM
870
Jacobi Capital Management
Pennsylvania
$136K -$35.4K -980 -21%
GBBWRPM
871
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$133K – – –
KF
872
Krilogy Financial
Missouri
$133K +$3.94K +110 +3%
HDIM
873
Hanson & Doremus Investment Management
Vermont
$127K +$33K +925 +35%
First Manhattan
874
First Manhattan
New York
$121K -$4.46K -125 -4%
MCIA
875
Mountain Capital Investment Advisors
Colorado
$112K +$96K +2,695 +599%
33 34
35
36 37