IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
901
Ropes Wealth Advisors
Massachusetts
$505K -$4.15K -125 -0.8%
TIA
902
Tiemann Investment Advisors
California
$504K +$123K +3,685 +32%
SFM
903
Signature Financial Management
Virginia
$502K -$610K -18,400 -55%
WGCA
904
Wolf Group Capital Advisors
Virginia
$501K – – –
MLL
905
Moody Lynn & Lieberson
Massachusetts
$496K – – –
SC
906
Slow Capital
California
$495K – – –
BI
907
Ballast Inc
Kentucky
$495K +$12.3K +370 +3%
AFNAS
908
American Financial Network Advisory Services
California
$485K +$1.33K +40 +0.3%
CBU
909
CIBC Bank USA
Illinois
$484K -$78.3K -2,360 -14%
CCA
910
Cobblestone Capital Advisors
New York
$481K – – –
M
911
MOTCO
Texas
$481K +$76.5K +2,300 +19%
FG
912
Fiduciary Group
Georgia
$481K +$196K +5,900 +69%
FNC
913
First National Corp
Massachusetts
$480K +$480K +14,465 New
MC
914
Martin & Co
Tennessee
$477K +$9.13K +275 +2%
GMA
915
Goldstein Munger & Associates
California
$476K – – –
TA
916
TFG Advisers
Michigan
$476K +$476K +14,345 New
HS
917
Horan Securities
United States
$475K -$1.07M -30,505 -69%
SC
918
Scholtz & Company
Connecticut
$472K – – –
DW
919
Domani Wealth
Pennsylvania
$472K – – –
EFSCE
920
Enterprise Financial Services Corp (EFSC)
Missouri
$465K – – –
SBWM
921
Sunflower Bank Wealth Management
Arizona
$464K – – –
CNB
922
Camden National Bank
Maine
$460K +$154K +4,650 +51%
DWM
923
Doyle Wealth Management
Florida
$459K -$12.5K -375 -3%
SC
924
Scotia Capital
Ontario, Canada
$458K -$35.5K -1,070 -7%
OIA
925
Optimum Investment Advisors
Illinois
$455K -$161K -4,845 -26%
35 36
37
38 39