IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,096 hedge funds and large institutions have $29.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 425 increasing their positions, 343 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+154
Holders Change %
+16.35%
% of All Funds
24.89%
Holding in Top 10
218
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+15.34%
% of All Funds
4.95%
New
204
Increased
425
Reduced
343
Closed
40
Calls
$29.7M
Puts
$18.1M
Net Calls
+$11.6M
Net Calls Change
-$26.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$201M
2
Bank of America
Bank of America
North Carolina
+$139M
3
USAA
United Services Automobile Association
Texas
+$125M
4
LPL Financial
LPL Financial
California
+$103M
5
MRC
Millburn Ridgefield Corp
New York
+$83.6M

Top Sellers

1
SIM
Sentry Investment Management
Wisconsin
-$148M
2
HNB
Huntington National Bank
Ohio
-$115M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$101M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
876
Capital Investment Advisory Services
North Carolina
$358K -$1.33K -35 -0.4%
MWAC
877
Mariner Wealth Advisors (Cincinnati)
Ohio
$357K +$57.9K +1,525 +19%
TH
878
TCTC Holdings
Texas
$353K – – –
WP
879
WMS Partners
Maryland
$350K -$94.6K -2,495 -21%
DIA
880
Dana Investment Advisors
Wisconsin
$350K -$28.1K -740 -7%
PS
881
Portfolio Strategies
New York
$348K +$348K +9,160 New
FFW
882
Fusion Family Wealth
New York
$345K -$32.7K -860 -9%
ECM
883
Evergreen Capital Management
Washington
$345K +$345K +9,100 New
FCB
884
First Command Bank
Texas
$342K – – –
FCFS
885
First Command Financial Services
Texas
$342K – – –
KCPG
886
Kavar Capital Partners Group
Kansas
$342K – – –
TCB
887
Texas Capital Bancshares
Texas
$340K +$340K +8,955 New
LNWWM
888
Laird Norton Wetherby Wealth Management
California
$338K – – –
SBSB
889
Sullivan, Bruyette, Speros & Blaney
Virginia
$337K -$99.6K -2,625 -23%
MCM
890
Maple Capital Management
Vermont
$336K – – –
GG
891
GenWealth Group
New Jersey
$336K +$72.9K +1,840 +28%
WGCA
892
Wolf Group Capital Advisors
Virginia
$334K +$32.5K +855 +11%
LSAG
893
Lake Street Advisors Group
New Hampshire
$332K +$332K +8,745 New
BAM
894
Barrett Asset Management
New York
$329K +$11.4K +300 +4%
NAM
895
North American Management
Massachusetts
$327K +$327K +8,605 New
PG
896
Proffitt & Goodson
Tennessee
$325K – – –
SCM
897
Southport Capital Management
Tennessee
$322K -$16.7K -440 -5%
CCM
898
Coe Capital Management
Illinois
$320K – – –
MIC
899
Meridian Investment Counsel
California
$319K – – –
BA
900
Boston Advisors
Massachusetts
$319K +$27.5K +725 +9%
34 35
36
37 38