IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$716M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$137M
3
LPL Financial
LPL Financial
California
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$86.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$132M
2
Bank of America
Bank of America
North Carolina
-$69.1M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$46.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
876
Gerber Kawasaki Wealth & Investment Management
California
$363K -$3.75K -100 -1%
LA
877
Leonetti & Associates
Illinois
$361K -$2.81K -75 -0.8%
NWP
878
Northstar Wealth Partners
Connecticut
$361K +$361K +9,630 New
TH
879
TCTC Holdings
Texas
$360K +$11.2K +300 +3%
CPC
880
Congress Park Capital
New York
$358K +$358K +9,540 New
BFA
881
Bragg Financial Advisors
North Carolina
$357K -$19.7K -525 -5%
BCI
882
Brinker Capital Investments
Pennsylvania
$356K -$39.6K -1,055 -10%
SAM
883
Summit Asset Management
Tennessee
$355K +$355K +9,460 New
MCP
884
Mirador Capital Partners
California
$353K – – –
SCM
885
Southport Capital Management
Tennessee
$351K +$32.5K +865 +10%
NF
886
Nikulski Financial
Iowa
$348K -$44K -1,175 -11%
SVCP
887
Silicon Valley Capital Partners
California
$348K -$30.6K -815 -8%
DIA
888
Dana Investment Advisors
Wisconsin
$346K – – –
WP
889
WMS Partners
Maryland
$346K – – –
AL
890
Aspiriant LLC
California
$346K +$346K +9,220 New
CC
891
Cedar Capital
Illinois
$343K -$22.6M -602,610 -99%
BAM
892
Barrett Asset Management
New York
$342K +$16.9K +450 +5%
PS
893
Portfolio Strategies
New York
$341K -$2.44K -65 -0.7%
ECM
894
Evergreen Capital Management
Washington
$341K – – –
BO
895
Bank OZK
Arkansas
$341K +$341K +9,095 New
CYG
896
Clean Yield Group
Vermont
$338K +$338K +9,000 New
GIA
897
Guyasuta Investment Advisors
Pennsylvania
$337K -$28.2K -750 -8%
LNWWM
898
Laird Norton Wetherby Wealth Management
California
$334K – – –
CAG
899
Csenge Advisory Group
Florida
$334K +$32.1K +855 +11%
FFW
900
Fusion Family Wealth
New York
$333K -$7.69K -205 -2%
34 35
36
37 38