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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 %
LC
901
Landaas & Company
Wisconsin
$45K +$45K +1,250 New
AIS
902
Accurate Investment Solutions
Pennsylvania
$41K -$85.4K -2,365 -68%
NSB
903
Norway Savings Bank
Maine
$41K -$42.8K -1,200 -51%
PK
904
Pflug Koory
Nebraska
$41K – – –
RFM
905
Royal Fund Management
Florida
$39K +$18.3K +515 +88%
RBC
906
Roble Belko & Company
Pennsylvania
$37K – – –
DPA
907
Delphi Private Advisors
California
$37K – – –
BTIS
908
BB&T Investment Services
North Carolina
$36K – – –
WOC
909
West Oak Capital
California
$35.8K – – –
WEC
910
Winslow Evans & Crocker
Massachusetts
$31.7K -$90.4K -2,540 -74%
AOWM
911
Alpha Omega Wealth Management
Virginia
$31K – – –
LWM
912
Lenox Wealth Management
Ohio
$28K – – –
OIA
913
OneDigital Investment Advisors
Kansas
$23K -$458K -12,555 -95%
BC
914
Barnett & Company
Tennessee
$21K -$74K -2,025 -78%
FCMT
915
Founders Capital Management (Texas)
Texas
$21K +$175 +5 +0.8%
BWP
916
Baldwin Wealth Partners
Massachusetts
$18K -$22.5K -625 -56%
PAI
917
Pittenger & Anderson Inc
Nebraska
$18K – – –
SMG
918
Spectrum Management Group
Indiana
$18K +$18K +500 New
PSC
919
Prentiss Smith & Co
Vermont
$17K +$17K +470 New
RE
920
RBC Europe
United Kingdom
$16.3K +$16.3K +455 New
TCM
921
Tradewinds Capital Management
Washington
$16K – – –
WB
922
Webster Bank
Connecticut
$14K -$52.7K -1,505 -79%
LCM
923
Liberty Capital Management
Michigan
$14K – – –
BWM
924
Baystate Wealth Management
Massachusetts
$13K -$186 -5 -1%
MSFP
925
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
35 36
37
38 39