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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 %
TW
851
TrinityPoint Wealth
Connecticut
$628K +$628K +18,895 New
CA
852
Claro Advisors
Massachusetts
$626K +$626K +15,545 New
TCOT
853
Trust Company of Toledo
Ohio
$622K – – –
DBT
854
Dubuque Bank & Trust
Iowa
$622K +$168K +5,050 +37%
Rockefeller Capital Management
855
Rockefeller Capital Management
New York
$619K +$453K +13,640 +273%
NSIM
856
North Star Investment Management
Illinois
$618K – – –
WCWM
857
Wooster Corthell Wealth Management
Connecticut
$618K +$181K +5,460 +41%
SC
858
SouthState Corp
Florida
$617K – – –
NF
859
Nikulski Financial
Iowa
$616K +$48.2K +1,450 +8%
PWM
860
Paulson Wealth Management
Illinois
$615K -$5.9K -165 -0.9%
TNBTD
861
Trustmark National Bank Trust Department
Mississippi
$610K – – –
AFP
862
Ausdal Financial Partners
Iowa
$607K -$392K -11,815 -39%
LWANC
863
Laurel Wealth Advisors (North Carolina)
North Carolina
$607K +$607K +18,280 New
GJIC
864
Gamble Jones Investment Counsel
California
$606K -$7.48K -225 -1%
LWCFA
865
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$603K +$515K +15,510 +583%
CL
866
CIM LLC
New York
$593K – – –
NAP
867
New Amsterdam Partners
New York
$587K +$587K +17,660 New
RMCM
868
Reynders McVeigh Capital Management
Massachusetts
$586K – – –
PEA
869
Pacific Edge Advisors
California
$585K – – –
B
870
Bellecapital
Switzerland
$584K – – –
WPSG
871
Wealth & Pension Services Group
Georgia
$581K -$787K -23,690 -58%
SB
872
Strategic Blueprint
Georgia
$578K +$578K +17,405 New
BS
873
Boenning & Scattergood
Pennsylvania
$574K +$574K +17,290 New
BTW
874
Boston Trust Walden
Massachusetts
$565K -$20.8K -625 -4%
FIA
875
Foundations Investment Advisors
Arizona
$558K +$558K +14,980 New
33 34
35
36 37