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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 %
IWA
901
Intercontinental Wealth Advisors
Texas
$315K – – –
BW
902
Bison Wealth
Georgia
$315K +$6.46K +170 +2%
FG
903
Fiduciary Group
Georgia
$306K – – –
CAG
904
Csenge Advisory Group
Florida
$305K -$21.6K -570 -7%
DWM
905
Doyle Wealth Management
Florida
$305K +$10.8K +285 +4%
JWS
906
Juncture Wealth Strategies
Arizona
$303K +$14.3K +375 +5%
DSN
907
D. Scott Neal
Kentucky
$299K -$1.63M -42,955 -85%
EA
908
Elm Advisors
California
$299K +$1.9K +50 +0.6%
LC
909
Lourd Capital
California
$299K +$299K +7,875 New
SFG
910
SevenBridge Financial Group
Pennsylvania
$297K – – –
CGA
911
Crescent Grove Advisors
Illinois
$295K +$10.1K +265 +4%
BFG
912
Barber Financial Group
Kansas
$295K +$295K +7,765 New
SYBT
913
Stock Yards Bank & Trust
Kentucky
$292K – – –
SBIA
914
Sheaff Brock Investment Advisors
Indiana
$292K +$56.9K +1,500 +24%
BFEC
915
Benjamin F. Edwards & Company
Missouri
$291K -$16.1K -425 -5%
NCM
916
Noesis Capital Mangement
Florida
$291K -$5.69K -150 -2%
RWG
917
Regal Wealth Group
California
$290K -$46.1K -1,215 -14%
UR
918
USCA RIA
Texas
$289K +$6.26K +165 +2%
PFBT
919
Parkside Financial Bank & Trust
Missouri
$289K +$137K +3,600 +90%
SAM
920
Silvercrest Asset Management
New York
$288K – – –
PAM
921
Peak Asset Management
Colorado
$287K +$14.2K +375 +5%
GC
922
Gibson Capital
Pennsylvania
$285K – – –
MS
923
Marshall & Sullivan
Washington
$284K +$284K +7,490 New
WPC
924
Waters Parkerson & Co
Louisiana
$283K +$2.28K +60 +0.8%
LAIC
925
Lederer & Associates Investment Counsel
California
$282K – – –
35 36
37
38 39