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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$911M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$172M
3
BlackRock
BlackRock
New York
+$172M
4
FCAS
First Command Advisory Services
Texas
+$152M
5
LPL Financial
LPL Financial
California
+$109M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$131M
2
State Street
State Street
Massachusetts
-$98.5M
3
JFA
JNBA Financial Advisors
Minnesota
-$45.8M
4
MSA
Mason Street Advisors
Wisconsin
-$28.8M
5
QIM
Quantitative Investment Management
Virginia
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
901
WMS Partners
Maryland
$381K – – –
SAM
902
Summit Asset Management
Tennessee
$381K – – –
MCP
903
Mirador Capital Partners
California
$380K – – –
BAM
904
Barrett Asset Management
New York
$377K +$10.1K +250 +3%
SVCP
905
Silicon Valley Capital Partners
California
$375K – – –
TH
906
TCTC Holdings
Texas
$371K -$16.1K -400 -4%
SCM
907
Southport Capital Management
Tennessee
$370K -$12.5K -310 -3%
CNB
908
Camden National Bank
Maine
$370K – – –
BFPW
909
BOK Financial Private Wealth
Colorado
$365K -$30.8K -765 -8%
CYG
910
Clean Yield Group
Vermont
$362K – – –
LA
911
Legacy Advisors
Pennsylvania
$362K +$344K +8,500 +1,910%
GIA
912
Guyasuta Investment Advisors
Pennsylvania
$361K – – –
LNWWM
913
Laird Norton Wetherby Wealth Management
California
$359K – – –
CA
914
Cornerstone Advisory
Maryland
$359K – – –
PS
915
Portfolio Strategies
New York
$355K – – –
MCM
916
Monument Capital Management
Virginia
$354K +$402 +10 +0.1%
PAS
917
Partnervest Advisory Services
California
$353K +$103K +2,570 +41%
FCB
918
First Command Bank
Texas
$351K -$88.4K -2,195 -20%
FCFS
919
First Command Financial Services
Texas
$351K -$88.4K -2,195 -20%
SYBT
920
Stock Yards Bank & Trust
Kentucky
$351K +$55.7K +1,385 +19%
NWP
921
Northstar Wealth Partners
Connecticut
$350K -$37K -920 -10%
S
922
SignatureFD
Georgia
$349K +$12.1K +300 +4%
MWAC
923
Mariner Wealth Advisors (Cincinnati)
Ohio
$347K -$6.03K -150 -2%
FG
924
Fiduciary Group
Georgia
$346K +$22.9K +570 +7%
OFG
925
OmniStar Financial Group
North Carolina
$343K -$2.62K -65 -0.8%
35 36
37
38 39