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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
$1.01B
2
Bank of America
Bank of America
North Carolina
$2.18B
3
LPL Financial
LPL Financial
California
$745M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$782M
5
Ameriprise
Ameriprise
Minnesota
$285M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$777M
2
BlackRock
BlackRock
New York
$769M
3
CM
Churchill Management
California
$0
4
UBS Group
UBS Group
Switzerland
$804M
5
Goldman Sachs
Goldman Sachs
New York
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
876
Allworth Financial
California
$110K +$18.5K +515 +20%
LWCFA
877
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K +$12K +335 +13%
PS
878
Portfolio Solutions
Michigan
$102K – – –
IIC
879
Integrated Investment Consultants
Michigan
$99K – – –
AIM
880
Anchor Investment Management
South Carolina
$98.2K +$80.3K +2,245 +449%
FFC
881
First Financial Corp
Indiana
$87K -$55.5K -1,545 -39%
RFS
882
Rockefeller Financial Services
New York
$85K – – –
RFA
883
Reilly Financial Advisors
California
$84K +$3.38K +95 +4%
FA
884
Financial Advantage
Maryland
$79K +$79K +2,220 New
YWP
885
YorkBridge Wealth Partners
New York
$77K -$7.31K -205 -9%
PH
886
Pinnacle Holdings
Oklahoma
$76.3K +$76.3K +2,130 New
MWM
887
MinichMacGregor Wealth Management
New York
$75K – – –
BRC
888
Bell Rock Capital
Delaware
$74K +$74K +2,065 New
WA
889
Winfield Associates
Ohio
$72K – – –
NCM
890
New Capital Management
Texas
$68K – – –
LJHT
891
Laurie J. Hall Trustee
$68K – – –
HIIFS
892
Harel Insurance Investments & Financial Services
Israel
$63K – – –
HT
893
Heritage Trust
Oklahoma
$63K – – –
FM
894
Forward Management
California
$62K -$3.04K -85 -5%
MRCM
895
M&R Capital Management
New Jersey
$60K – – –
HR
896
Howe & Rusling
New York
$60K +$60K +1,680 New
BBPWM
897
Blue Bell Private Wealth Management
Pennsylvania
$55K – – –
GEA
898
Glen Eagle Advisors
New Jersey
$54.4K -$62.9K -1,760 -54%
PSW
899
Portfolio Strategies (Washington)
Washington
$48K +$48K +1,345 New
WIM
900
Westside Investment Management
California
$45.4K – – –
34 35
36
37 38